Wolfe Financial Management
Our Office
Top: (From left to right) Myrna Bannister, Shelley Guerra, Wyn Bryant, Shakira Suarez, Melisa Elliott, LuAnn Pfeiffer
Bottom: (From left to right) Debby Banker, Megan Wolfe, Robert Wolfe, Joan Wolfe, Callie Biehl
Joan helped form the practice with her husband Robert. She has a Bachelor of Science
degree in Accounting from the University of Central Florida and also holds a Florida
Real Estate Associates License. Her primary focus is Accounting and Taxation as well
as office administration.
She enjoys spending time outdoors, which includes gardening, boating and skiing. She
is also a big fan of the Orlando Magic and the Florida Gators.
Joan and Robert have a daughter, Megan, who works at the firm.
Luann began her position with the firm in 1987. She earned a Bachelor of Science degree
from Southern Illinois University with a major in Accounting. She holds a CPA Certificate
and is a member of the Florida Institute of Certified Public Accountants. Her area of
expertise is Accounting and Taxation.
She enjoys reading, yoga and biking with her husband and two children Christopher and
Amanda.
Melisa has been a member of our team since 2001. She has a Bachelor of Arts in Legal
Studies from the University of Central Florida with concentrated studies on Bankruptcy
Law and Wills, Estates & Trusts with a Minor in Criminal Justice. She holds a License
with the State of Florida in Life, Health & Variable Annuities, has a Series 6 Securities
License and is a Notary Public. Her primary focus is assisting in Financial Planning along
with administration.
She enjoys spending time with her husband, young daughter and son of which are all
involved in Junior Golf activities. Melisa also loves to bake.
Shelley became a team member in 2002; however, she has been a colleague since 1991.
She attended Orlando Community College, is a Notary Public and has completed
numerousTax and Accounting Courses. Her professional concentration is in Tax and
Accounting.
Her hobbies include Reading, Traveling and working with Wood
Furniture.
Myrna joined the team in 2001. She attended Bernard M. Baruch College in New York City
and has many years of experience in Bookkeeping and Accounting.
Her spare time is spent reading and cooking. She has two children, Adrian and Brittny.
Debby became a member of the firm in 2001; however, she has been a colleague since
1995. She has spent the better part of her life working and going to school in the
southwest United States. She has had extensive training in accounting, tax accounting,
office management as well as retail management in Nevada, California, Utah and
Florida. She moved back to Florida in 1987. Debby recently retired to Panama but continues to provide consulting services to the firm.
She enjoys gardening, reading and loves to spend time traveling with her husband Mikel.
Megan joined the firm in 2008. She is a licensed Certified Public Accountant in the state of
Florida. She obtained a Masters of Science degree in Taxation from the University of Central Florida and a Bachelor of Science degree in Industrial & Systems Engineering, from the University of Florida, with honors.
She holds Series 7 and Series 66 Securities Licenses, Florida Life, Health and Variable
Annuities License, and a Florida Real Estate Associates License. She is a member of the
Institute of Industrial Engineers, International Association of Registered Financial
Consultants, Orlando Regional Realtors Association as well as an active alumni of Theta Tau, an Engineering Fraternity. Her focus is primarily on Financial and Retirement Planning
as well as Taxation and Accounting.
In her spare time she enjoys traveling, boating, skiing, fantasy football and spending time
in the park with her Labrador Retriever, Allie. She is also a big fan of the Orlando Magic,
Jacksonville Jaguars, UCF Knights and, of course, the Florida Gators!
Callie joined the firm in January 2011 after relocating to Florida from Pennsylvania. She is a licensed Certified Public Accountant in the state of Florida. Callie has an MBA with a concentration in accounting from Misericordia University in Dallas, Pennsylvania. Her undergraduate degree is also from Misericordia University where she graduated Magna Cum Laude with a Bachelor of Science degree in Accounting. Additionally, she is a QuickBooks Proadvisor. Her focus within the firm is in accounting and taxation.
She enjoys the local theme parks, drive-in movies, and spending time with her family, both two and four legged.
Wyn is president of Vista IT Solutions, which he started in 2006. He holds a B.S.B.A.
degree in Decision and Information Sciences from the University of Florida. He is a Microsoft
Certified Professional and is a member of the Orlando IT Professional Asssociation. Vista
IT Solutions provides technical solutions to small businesses and is a Microsoft Small
Business Specialist firm with an office located in our suite.
He enjoys attending sports events such as The Players Championship, Masters and spring training with his wife Erin. Wyn and Erin celebrated the birth of their first daughter, Elizabeth, in 2012.