David Antonelli
Arlington, TX
dantonelli@sfcllp.com
David is a Senior Tax Manager in the firm of Sutton Frost Cary and has over 15 years of both public accounting and private sector experience. He provides accounting and tax services to corporations, S corporations, partnerships, trusts, and individuals.
His practice area includes tax and business planning for large multi-state and small companies, as well as high-net worth and high-income individuals and business owners. His industry experience includes companies involved in health care, professional services, and family offices.
David graduated from the University of Texas at Arlington with a Bachelor of Business Administration with a focus in Accounting and a Master of Science in Taxation. He is a member of the AICPA and the Texas Society of Public Accountants.
Rebecca Jackson Conner, CPA / PFS, CFP, RLP
Founder & CCO, Lead Advisor at SeedSafe Financial
Austin, TX - Virtual Practice
rjconner@seedsafefinancial.com
Rebecca Conner is the founder of SeedSafe Financial LLC, a boutique wealth management firm specializing in financial and tax optimization for professionals with equity compensation, as well as those navigating M&As and IPOs. Her team provides strategic guidance to high-net-worth individuals, business owners, and corporate executives nationwide, helping them make the most of their wealth.
With extensive experience in complex individual and fiduciary income tax planning, Rebecca works with private equity owners, stock option holders, and dual citizens to develop tailored tax reduction and financial planning strategies. She takes a holistic approach to wealth management, assisting clients with retirement planning, investment strategy, insurance coverage, and estate and gift tax considerations.
A recognized subject matter expert in mid-career tax planning and stock compensation, Rebecca is a sought-after speaker and educator in the financial planning space. She is an active member of the AICPA PFP Symposium Committee and holds a Master of Accounting and a Bachelor of Business Honors & Accounting from The University of Texas at Austin.
Ryan Firth
Houston, TX
ryan@mercerst.com
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