Our Strategic Partners
Anne Buzby-Walt is a shareholder in the law firm of Fisher, Tousey, Leas and Ball. Her law practice is based in Jacksonville, Ponte Vedra and St. Augustine, Florida. She specializes in wills, trusts and estates and is board certified by the Florida Bar in wills, trusts and estates (since 1992). Ms. Buzby- Walt is a graduate of Duke University (B.A. 1982) and Wake Forest University (J.D. 1985). Ms. Buzby-Walt is a Fellow in the American College of Trust and Estate Counsel and serves on the Employee Benefits in Estate Planning Committee thereof. She is a member of the Executive Council of the Real Property, Probate and Trust Law Section of the Florida Bar, member and former Co-Vice Chair of the Probate Law and Procedure Committee and a member and current Vice-Chair of the IRA, Insurance and Employee Benefits Committee of the Section. Since 2006, she has been selected for inclusion in the “Florida Super Lawyers”, which profiles the “top 5 percent of Florida lawyers” based on peer review surveys and advisory boards. In 2012, she was among the Top 50 Florida Women Super Lawyers. She was named as a member of the 2011 Legal Elite in Florida Trend Magazine. Ms. Buzby-Walt is author of Chapter 14 on Final Distribution and Discharge in Practice under the
Ryan M. Payne
Ryan M. Payne is a leading registered investment advisor based in New York City. His firm, Payne Capital Management, specializes in goal-based investment strategies for individuals and institutions. Mr. Payne’s firm focuses on helping his clients achieve the four great financial goals in life, which consist of: creating a lifetime of income; preserving wealth by minimizing volatility and risk; transferring wealth to family and cherished institutions; and accomplishing these objectives with the least amount of government partnership. Mr. Payne spent seven years as a top financial advisor at Merrill Lynch in the World Financial Center, New York. He graduated from Villanova University in 2000 with a Bachelor of Arts degree.
Nicholas T. Simonic
Nicholas T. Simonic is the President and CEO of Simonic, Simonic, Ratnecht & Associates, Inc. His experience spans all phases of corporate and personal taxes. He has shared his expertise in auditing with charter schools, healthcare agencies, network marketers, churches and other not-for-profit organizations. He also conducts financial, retirement and estate planning for individuals. Mr. Simonic’s guidance in business development plans and financial counseling are a large asset to owners of businesses, both large and small. He works extensively with attorneys, doctors, realtors, other business owners, ministers and churches throughout the world.
Mr. Simonic has used his extensive knowledge of taxes and accounting to publish numerous articles and produce audio recording covering various topics. He has frequently been invited to speak for both public and private business organizations, including non-profit organizations.
Mr. Simonic’s educational background includes two Bachelor’s Degrees. One is in economics and the other is in accounting. He also holds a Masters Degree in accounting and is licensed as a Certified Public Accountant. He is a member of the AICPA and of the FICPA. Mr. Simonic is also a Vietnam War veteran and a recipient of the Purple Heart.