Two locally-owned CPA firms have joined forces by combining their 85 years of experience to provide professional consulting, tax, accounting, and auditing services to the community and beyond. Baylis & Company PA CPAs merged with CPS Group CPAs, PA as of December 1, 2020 and will continue together, as one family, to serve all their clients with the same high-level personal service that they have come to know.
This future path for Baylis & Company was started by their late founder, Edie Yates Henderson, who had planned for a future transition and provided options for the firm and shareholders after her passing. “My mother was a consummate visionary and planner at heart. Her desire to have a succession plan in place in anticipation of her retirement led her to begin exploring partnership opportunities within the local community,” said Todd Baylis, Edie’s son. “It was extremely important for her, and the existing Baylis and Company shareholders, to continue the local ownership and to build on the culture she, along with my father, the shareholders, and the team, built over the last 40 years: serving clients and employees at the highest level. I know that she would be proud to see the culture and local ownership continue on and provide exceptional services to clients and community.”
Baylis & Company’s shareholders, Tamara J. Burroughs, Tracy Y. Kimbrough, and Karen P. Lean, along with the entire Baylis team, will continue to serve clients at the 53 Lake Morton Drive office location until relocating in May to their new home at CPS. “We are excited about continuing Edie’s focus of providing service that is best for the client. We look forward to becoming part of the CPS Group team and carrying the torch within a firm that shares our values,” shared Kimbrough.
Both firms have a long history of building lasting relationships with their clients, as well as actively supporting the community through philanthropic and volunteer efforts. Their combined services span a wide range of client needs: tax compliance, auditing, estates & trusts, and all aspects of personal financial planning. “After nearly a year of planning, we are honored to welcome the Baylis team into the CPS Group family. We wish that Edie were here with us to see this become a reality. With her legacy in our hearts and minds, we know the future of our combined teams will lead to success for our clients,” said Peter Golotko, President, Chief Executive Officer, and Partner at CPS Group CPAs.
CPS Group CPAs, PA began in Lakeland, Florida as Chas P. Smith & Associates, PA, CPA’s and for 45 years has been offering traditional tax and accounting services to the greater Lakeland community.
It is with great excitement we announce that Nolen B. Bailey | CFP®, CRPS®, ARPC, has been named a Partner at CPS Investment Advisors in downtown Lakeland. He joins Peter Golotko, James Luffman, and Michael Riskin as an owner in the investment firm.
“It is my honor and privilege to work with Nolen Bailey and I am excited to bring him in as an owner. Nolen has proven himself in the industry. He is a leader and a great businessman. I am confident the future of CPS is brighter with Nolen on board.” – Peter Golotko | CPA/PFS, MBA, President of CPS Investment Advisors.
“We are beyond excited to have Nolen as a new owner/partner of CPS Investment Advisors. Nolen has worked extensively to build our 401(k)/retirement plan business making it the fastest growing part of our business.” – James Luffman | CPA/PFS.
“We are incredibly blessed to have Nolen join the ownership group at CPS. Since day one, Nolen has exemplified the work ethic, integrity, and commitment to our clients that has been the strength of CPS for over 45 years. The addition of Nolen will help solidify our growth and stability at CPS.” – Michael A Riskin | CPA/PFS, CFP®, MST.
Nolen has been with CPS Investment Advisors since 2011, and he continuously strives to provide the absolute best service and financial expertise for the firm’s clients. As a Partner, a CERTIFIED FINANCIAL PLANNER™ and the Director of the firm’s Retirement Plan Services division, Nolen has a genuine passion for helping people reach their specific financial goals. He understands that everyone’s financial picture is unique, so he has always taken a collaborative, down-to-earth approach with clients, to make sure that they are comfortable with the path ahead, and confident that they are staying on track.
Nolen also holds the Chartered Retirement Plans Specialist (CRPS®) designation through the College for Financial Planning, as well as the Accredited Retirement Plan Consultant (ARPC) designation through the Society of Professional Asset Managers and Record Keepers (SPARK).
He is a graduate of both Leadership Lakeland Class XXX and Leadership Polk Class X, and was awarded Future Mayor of Lakeland by EMERGE Lakeland in 2014.
He serves on several local boards and executive committees, as he and his wife, Ashley, are proud and passionate supporters of many local non-profits and organizations.
ABOUT CPS INVESTMENT ADVISORS
CPS Investment Advisors is a fee-only, independent financial advisory firm headquartered in Lakeland, Florida, celebrating 45 years helping clients achieve their version of financial independence. As fiduciaries, we are legally and ethically obligated to act in your best interest… never our own.
Congratulations, Derek Oxford | CFP®, AEP®, named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.
Get to know more about Derek.
On February 20, 2020, CPS Investment Advisors and Chastain Skillman hosted the February Lakeland Chamber Business After Hours. Not only are the two companies neighbors, but both companies are also celebrating milestones. 2020 is the 45th year in business for CPS, while Chastain Skillman is celebrating 70 years.
Chamber members from all over the greater Lakeland area joined in on the celebration, as well as, some of the CPS sports partners including the Lakeland Magic, Florida Tropics, and Detroit/Flying Tigers.
Lakeland, FL – CPS Investment Advisors is pleased to announce Peter Golotko, CPA/PFS, MBA, President was selected as 2019 Philanthropist of the Year at the Association of Fundraising Professionals (AFP) Greater Polk County Chapter’s National Philanthropy Day on November 15. Peace River Center nominated Golotko for his 18 years of board service, capital campaign leadership, and generous monetary contributions.
“An unsung hero, Peter generously and quietly gives of his time, talent, and treasure while instilling in others the importance of engaging and empowering the community’s most vulnerable citizens,” said J. William Gardam, MBA, President and CEO of Peace River Center (PRC). Golotko currently serves as Chair of the PRC Board of Directors and was instrumental in the organization’s recent Lakeland Crisis Stabilization Unit capital campaign. In addition to his work with PRC, Golotko also provides financial and volunteer support to other local nonprofits such as Noah’s Ark; Fleming’s Platoon, a Habitat for Humanity project that provides housing to veterans age 55 and up; and Gospel, Inc. an organization forming meaningful relationships and empowering homeless individuals. Golotko is also a past president of the Lakeland South Rotary Club and helped his daughter Erin start the Rotary Club of Lakeland Tigertown. He is also an active alumna of Florida Southern College and former treasurer of the Polk Early Learning Coalition.
About Peace River Center
Peace River Center is a licensed and accredited, non-profit provider of mental health, substance use and integrated medical services serving Polk, Highlands and Hardee counties. Peace River Center provides options for people struggling with mental health and addiction, for children and adults coping with the trauma of abuse and violence, crisis intervention for people in acute need, and housing and community support and integration for people affected by domestic violence or whose recovery requires more support and time. Peace River Center offers inpatient, outpatient, home-, school- and community-based services, telehealth and mobile programs to individuals, groups and families. Peace River Center’s dedicated and compassionate staff of more than 400 operate 36 programs out of 27 locations and provide 24/7 emergency psychiatric response services to the community through the mobile psychiatric Crisis Response Team. In FY2019, Peace River Center had contact with and provided services to more than 22,000 children, adolescents, adults and seniors. For more information visit www.PeaceRiverCenter.org.
Lakeland, Florida – Matthew A. Treskovich, CPA/PFS, CMA, CFP®, MBA, CLU, ChFC, FLMI is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
What a great group of young men who visited us this week.