Meet Our Senior Staff

Ralph C. Roberson, CPA, Principal

Education: Basic studies, Florida State University; B.A. in Accounting, the University of West Florida. Professional Sales Management Institute, Industrial Labor Relations Management Institute.

Experience: Certified Public Accountant since 1978. Tax, accounting and auditing experience, with extensive business management experience in sales, personnel, labor relations, and general management. Tax compliance and planning for real estate, construction and development, medical, engineering, and other professional and retail small businesses.
Member Florida Institute of CPAs

Community Service: Board of Trustees at Gulf Coast State College, Chairman, Past President, Gulf County Chamber of Commerce,Past President, Rotary Club of Port St. Joe, Board of Directors of the Gulf County Friends of the Library, Former Chairman, Gulf Coast Ducks Unlimited. Member of the First United Methodist Church, past chair of the Administrative Board, and Board of Trustees.





Michael D. McKenzie, CPA (FL, MS)

Education: B.S. Mississippi State University

Experience: Sixteen years in tax, auditing and accounting. Tax preparation, planning and compliance, accounting for construction, real estate, healthcare, banking, restaurant, service, utilities and retail businesses as well as the non-profit and governmental sectors. Software consulting and QuickBooks support. Governmental and private sector auditing.

Member of the Florida Institute of CPAs.

Community Service: Treasurer, Port St. Joe Lions Club; Treasurer, Coastal Songwriters Education Coalition, Inc (Blast on the Bay)


Jacqueline Baptiste, CPA

Education: B.A. Accounting, Florida State University

Certified Public Accountant, Florida 2017

Experience: Financial Accounting, Tax, Individuals, Corporate, Partnership, Non-Profit

Member: Florida Institute of Certified Public Accountants


Paul Marxsen

Education: B.S. Accounting, University of Missouri

B.A. University of South Carolina

Certified Public Accountant, Missouri (Inactive)

Experience: 30 years Financial Accounting, Tax, Individuals, Corporate, Partnership, Non-Profit

Member: National Association of Tax preparers, Missouri Association of Certified Public Accountants


Julie Zimmerman

Education: B.A. Accounting, University of Alabama

Experience: Extensive work in Financial Accounting, Tax, Individuals, Corporate, Partnership, Non-Profit


Lawrence Chafin

Education: B.A. Accounting, New Mexico State University

Certified Public Accountant, Alabama

Experience: Financial Accounting, Auditing, Tax, System Management



Mark Edenfield, Financial Accountant


Education: B.S. Accounting, Florida State University

Experience: Over 25 years of experience in Banking, finance and management.

Served as Bank Chief Financial Officer and Chief Operating Officer. Extensive experience in financial accounting.






Cheryl Haun, Office Manager Port St. Joe

Education: A.A., Accounting Applications, Gulf Coast Community College.
Certified QuickBooks Advisor. Notary Public

Experience: Twenty years in general accounting, payroll and office management.
Office systems including, Quickbooks, Peachtree, Microsoft Office.

Extensive experience in business organization and set up for retail businesses, restaurants, construction, real estate, professional and medical practices. Tax preparation for individuals and businesses.

Community Service: Member, Gulf County Chamber of Commerce; Community volunteer and youth programs.








Betty Jean Baker, Office Manager Apalachicola

Education: Basic Studies, Gulf Coast Community College & Miami-Dade Community College; Real Estate Broker. Bilingual English-Spanish. Notary Public

Experience: Twenty years experience in real estate, construction, corporate and small business accounting. Tax preparation and compliance for individuals and businesses. Notary Public since 1990.
Extensive knowledge in small business startup and organization; construction and land development accounting; accounting liason for Spanish speaking clientele.

Community Service: Past President, Realtor Association of Franklin & Southern Gulf Counties; Member, Apalachicola Bay Chamber of Commerce; former Cubmaster; active Red Cross donor; Volunteer for Growing Minds Center for Autism, Port St. Joe, FL.


Mary Ann Osburn, Staff Accountant

Jennifer Byrd, Staff Accountant