DITTRICH & ROBERTS, INC.
OCALA, FLORIDA

Dittrich & Roberts, Inc., founded by experienced professionals Brian Dittrich and Robyn Roberts in Florida, is all about delivering top-notch financial services. Both founders have impressive backgrounds with leadership roles at big names like Arthur Andersen & Co., Smith Barney, and Coopers & Lybrand. Together, they bring over 70 years of expertise to the table, focusing on areas such as accounting, tax strategy, finance, mergers, acquisitions, and investments. Brian Dittrich leads the firm as Chief Executive Officer with his Certified Public Accountant credentials, alongside experiences in insurance and brokerage products. He contributes significantly to various industry task forces, offering depth in critical finance sectors. Robyn Roberts is the CFO of the company, also a Certified Public Accountant, active within the AICPA and the New Jersey Society of CPAs. Her work involves participation in numerous industry groups, teaching SBA classes on tax issues, and sharing her knowledge as an adjunct professor at Montclair State University. Central to its business philosophy is Dittrich & Roberts' independence; they proudly operate without any third-party compensation or commissions. This approach, combined with a vast network of professional connections, lets them bring clients together with leading industry experts like investment bankers and lawyers. Located in Atlantis, Florida-home address: 110 Glenbrook Court-the company was established on November 3, 2014. They're easily reachable at (609) 731-5791 or (908) 273-3205. The impact of their work is profound; they’ve navigated complex financial waters for businesses and individuals alike, saving clients upwards of $35 million through expertise in tax matters, business transactions, restructuring, forensic audits, and investment challenges. With a strong digital presence at dittrichroberts.com, Dittrich & Roberts continues to be a beacon of trust and excellence within the financial industry.