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Our Team

Our Team

GERALD L. APPLEBY, CPA

Managing Partner

Gerry is the Managing Partner at Marsocci, Appleby & Company. Gerry graduated from University of Tampa with a Masters in the Science of Accounting. Gerry also has a Bachelor's of Business Administration with a Major in Accounting from Niagara University.

Gerry is a licensed CPA in both Florida and New York State. Gerry has a combined experience of 24 years in industry and public accounting. Gerry's professional practice has a concentration in healthcare, non-profits, governments, construction, employee benefit plans, low-income housing projects and small businesses.

Gerry strives to provide added value to clients through genuine interest in the clients business and success.

Memberships:

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

LEO MARSOCCI, CPA

Partner

Leo is a Partner at Marsocci, Appleby & Company. Leo graduated from Rochester Institute of Technology with a Bachelor's of Science in Accounting.

Leo is a licensed CPA in both Florida and New York State. Leo has a combined experience of 43 years in industry and public accounting. Leo's professional practice has a concentration in construction, non-profits, employee benefit plans, and small businesses.

Leo always strives to provide clients with high quality and efficient service.



Memberships

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants

MIKE DEMAS, CPA

Senior Tax Manager

Mike is a Senior Manager at Marsocci, Appleby & Company. Mike graduated from University of South Florida with a Masters in Accounting with an emphasis in taxation. Mike also has a Bachelor's of Business Administration with a Major in Accounting from University of South Florida.

Mike is a licensed CPA in the State of Florida and has combined experience of 27 years in public accounting. Mike's professional practice has a concentration in construction, non-profits, governments, manufacturers, employee benefit plans and small businesses.

Mike is dedicated to assisting our clients in achieving their financial goals through tax planning, compliance and preparation services.

Memberships

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants

ROXANA REED

Office Manager

Roxana has served Marsocci, Appleby & Company’s clients for more than 10 years. Roxana plays a critical role in coordinating staff schedules, processing client reports and tax returns, marketing and billing. Roxana has her notary public’s license and is a member of the National Notary Association.

LESLIE INMAN

Senior Auditor

Leslie is an Audit Senior at Marsocci, Appleby & Company. Leslie has served Marsocci, Appleby & Company’s clients for over 15 years. Leslie graduated from the University of Florida with a Bachelor’s degree and is currently studying for the CPA exam.

Leslie has a combined experience of 20 years in industry and public accounting. Leslie’s professional practice has a concentration in construction, non-profits and small business. Leslie is a QuickBooks Pro Advisor. Leslie has her notary public's license and is a member of the National Notary Association

Memberships:

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • National Notary Association

MATTHEW SAUCIER

Staff Auditor

Matt graduated from the University of Tampa with a Masters in Science of Accounting. Matt has been with Marsocci, Appleby & Company for over 2 years. Matt is studying for his CPA License. Matt specializes in serving construction, small business and 401(k) clients.

Memberships

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants

BRIAN CONNER

Staff Auditor

Brian graduated with his Bachelor of Science in Accounting from the University of Tampa. Brian has been with Marsocci, Appleby & Company for over 2 years. Brian is studying for his CPA License. Brian focuses on serving construction, non-profit, Homeowners Association and small business clients.

Memberships

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • National Society of Leadership and Success

Matthew Werle

Manager

Matt has a Bachelor of Arts degree with a Major in Accounting from Belmont Abbey College.

Matt has a combined experience of over 19 years in industry and public accounting. His professional practice has concentrations in construction, manufacturing, professional services, and small business.

Matt strives to build relationships with clients to provide them with outstanding personalized service.

Memberships:


  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants