Advisory Board

Dr. Robert Lovett, CFP®
  
Dr. Robert Lovett, CFP® is Managing Director of Astwell Consulting. Astwell Consulting provides investment advisory platform supported by tax and financial consultation to private clients, financial and legal professionals.

In addition to his practice, Dr. Lovett was a United States Delegate to the International Standards Organization developing international practice standards for financial planning. He also serves on the Advisory Board of Swiss Enterprise, an international investment advisor, Geneva, Switzerland.

Dr. Lovett currently serves as Program Director and Lead Instructor for the CERTIFIED FINANCIAL PLANNER™ Certification Education Programs at Florida Gulf Coast University and Barry University. He is past Regional Director for Florida State University, Certificate in Financial Planning Program, and past Director of The Institute of Financial Studies at Nova Southeastern University. He has served as faculty of several universities for twenty years instructing personal finance and accounting curriculums.

Dr. Lovett has authored several articles in the field of personal finance and income taxation. He also lectures on issues of financial interest through his Learning for Life Seminar Series sponsored by universities and colleges, and his seminars series for CPAs.

Dr. Lovett has earned a Doctorate in Business Administration, Accounting, and a Master of Science, Taxation, and the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, and Sigma Beta Delta International Honor Society for Business, Management, and Administration.

He resides in Southwest Florida.

Julio P. Gonzalez, CEO Engineered Tax Services

Julio P. Gonzalez is CEO and Founder of Engineered Tax Services, Inc. and he is assisted by a staff of dedicated professionals with expertise in engineering, architecture and accounting. Engineered Tax Services, Inc. specializes in providing a wide spectrum of engineered accounting solutions to include cost segregation studies, energy tax credits and research and development credits.

Mr. Gonzalez speaks nationally regarding cost segregation studies for Lorman, NBI and The Seminar Group and he has had recent articles published nationally in the CPA Journal, Business Journal, Microsoft Business Solutions and Real Estate Investment Publication.

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