Keith Harris, CPA
Tax Reviewer

Keith Harris recently joined EWM Tax Solutions, bringing over 25 years of tax and accounting experience.

Keith stands out as a distinguished professional; as a Certified Public Accountant with vast years of experience, he strives for excellence when serving his clients. He continuously works with a proactive approach to the ever-evolving tax laws to find the best solutions for his client’s diverse accounting and tax needs.

Keith received his bachelor’s degree in Finance from Florida State University as well as a master’s degree in Taxation from the University of Central Florida. When not working, Keith enjoys spending time with his family, working out at the gym, hiking outdoors with his dog, and any activities on the water.

Gregory J. Barber
Private Wealth Advisor, Tax Specialist

Greg has been advising on the financial needs of clients for over 30 years. He serves his clients as a private wealth advisor and owner with the Executive Wealth Management (EWM) team. While he has clients across the country, Greg spearheaded and currently oversees the Northville, Michigan, EWM branch and EWM Tax Solutions.

He has helped launch hundreds of businesses, solved complex business succession plans, and built efficiency for high-net-worth families. Greg has a wealth of knowledge in various tax and accounting areas, including the ever more complex area of qualified and non-qualified retirement plans.

Garrett Klofas, CPA, MSAT
Account Executive

Garrett joined EWM in August of 2021 to help grow and expand the professional capabilities of Lugar, Pope & Kraft, now a wholly owned Company of EWM Tax Solutions, LLC. Thanks to a highly vibrant real estate market in Southwest Florida, he is already more experienced than most in tax reporting considerations for residential and commercial real estate.

As a former officer in the Navy, Garrett likes to stay physically fit outside the office. He can be found working out, playing basketball or volleyball on Venice Beach, or floating in the warm waters of the Gulf of Mexico. This lifestyle and zero state income taxes are why he expects to remain a lifelong Southwest Florida resident.

Pam Bricker
Account Executive

Pam Bricker joined our Venice, Florida firm in July 2021. She is a Flogrown Venetian whose lived in Venice since 1960. Her two grandsons are 6th generation Venice. She has spent 43 years in the accounting field and has a strong and ethical approach to finance.

Monica Leighton, EA
Account Executive

Monica Leighton joined EWM Tax Solutions in 2022.

Monica is a dedicated and organized professional with a passion for providing exceptional service. With a natural ability to solve problems, she ensures that every client feels valued and leaves with the confidence that they’ve received top-notch service from a knowledgeable expert. As a Notary Public and a newly certified Enrolled Agent, Monica is qualified to represent taxpayers before the IRS, providing invaluable support to those in need.

A lifelong Floridian, Monica has cultivated deep connections within her community. Monica’s daughter, a varsity cheerleader at Venice High School, proudly represents the school cheering on their 2024 State Championship team. Outside of her professional life, Monica enjoys spending quality time with her daughter and their rescue pugs. Whether you need notary services or tax assistance, Monica’s commitment to excellence and personal care ensures you are in good hands.

Jackie Steppie
Office Manager

Jackie Steppie joined EWM Tax Solutions in 2024.