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Moisand Fitzgerald Tamayo, LLC

Kevin McDermott, CPA, Tax Manager at Moisand Fitzgerald Tamayo, LLC. will be presenting “Year-End Tax Planning: Strategies and Conversations” to CFP® professionals and other financial professionals from across the region at the FPA of Central Florida meeting on November 13th. Kevin has more than a decade of experience in tax consulting, planning, and compliance. He brings a practitioner’s perspective on the tax questions that come up in your client conversations.

One reason the CFP® designation is the standard for professional financial planners is it is one of only a handful of the more than 250 financial designations out there that have a disciplinary process and makes their decisions public. Having been at the forefront of the development of the process for over 20 years, our own Dan Moisand was an obvious choice to sit on the October 5^th panel, “Demystifying CFP Board Enforcement: How the Code & Standards Are Applied in Real Cases—and How to Avoid Common Missteps.” at CFP Board’s Connections Conference.

DJ Hunt has been selected to serve on the Board of Directors for the Southeast Region of the National Association of Personal Financial Advisors, the nation’s largest membership organization exclusively for fee-only financial planners. DJ will put his more than quarter century of experience as a planner to work as the region’s membership chair.

LEAD Brevard provides collaborative leadership training, civic education and connections to leaders of all ages and stages of leadership, empowering them to identify and take action on issues that resonate, positioning them to become positive change agents in the community. Founded in 1986 and governed by a volunteer Board of Directors, LEAD Brevard, Inc. is a 501(c)3 registered nonprofit corporation. The organization’s graduates  have completed hundreds of community impact projects led to the appointment of more than 300 new board members at 75+ different nonprofits.

The Orlando Business Journal recognized MFT by including the firm on their 2026 list of the of the 50 fastest growing Central Florida businesses based on growth from 2023-2025.

Charlie was a panelist for the “Top Advisor Panel” at the FPA of Central Florida meeting on September 11, 2026, at the Country Club of Orlando. The program brought together three respected CFP® professionals for a Q&A covering practice management, client service, and planning best practices. Charlie has been providing financial planning and wealth management services to high net worth individuals, business owners, and retirees for more than 30 years. He has been a national Board Director for the CFP Board of Standards and currently serves as Program Advisor for the University of Florida’s Wealth Management minor.