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ABOUT US SKADVISORS IS OWNED AND OPERATED BY BRUCE D. KELVINGTON AND J. ROGER SHEALY WHO TOGETHER HAVE MORE THAN 25 YEARS OF EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY AND IS REGISTERED WITH THE STATE OF FLORIDA AS AN INVESTMENT ADVISOR. STATE FILING AND DISCLOSURE INFORMATION (FORM ADV PART II) IS AVAILABLE UPON REQUEST.
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Bruce D. Kelvington
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Bruce is a graduate of the University of Pittsburgh with a business/accounting major. As a co-founder of SKadvisors, LLC his areas of expertise include investment management, market research, individual and corporate taxation, comprehensive financial planning, estate planning and corporate income deferral plan establishment. Prior to SKadvisors, Bruce worked for more than a decade as a tax CPA and wealth manager at the region’s largest privately owned accounting firm, which was acquired by CliftonLarsonAllen. Bruce holds a Certified Public Accouting (CPA) designation from the American Institute of CPA’s (AICPA) and is a member of the Florida Institute of CPA’s (FICPA) and a Financial Consultant to the Greater Orlando Leadership Foundation.
Roger received his Bachelor of Science in Accounting from Liberty University and holds a Certified Public Accounting (CPA) designation from the American Institute of CPA’s (AICPA), and a Certified Internal Auditor (CIA) designation from the Institute of Internal Auditors (IIA). Prior to forming SKadvisors, LLC with Mr. Kelvington, Roger spent nine years as the Chief Financial Officer of an international organization based in Melbourne, FL, and six years working as an internal auditor, external/independent auditor, and tax accountant.