MEET OUR PARTNERS
Edward P. Schmitzer CPA/PFS, CFP®
For over 30 years, Ed has provided comprehensive wealth management services to a variety of clients, particularly in the areas of investment advisory, estate planning, income tax planning and retirement planning. In addition to his role as a practicing partner of Smoak, Davis & Nixon LLP and a member of the Firm’s executive committee, he is the founder and president of River Capital Advisors, LC. This combination gives Ed the flexibility and resources to provide comprehensive wealth management solutions to his clients. Ed is a Certified Financial Planner practitioner (CFP®), a licensed Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants (AICPA). He holds an undergraduate degree in accounting from Fairleigh Dickinson University. When Ed is away from the office he enjoys spending time with his family, serving on charitable board of directors and traveling. He has been an avid Jacksonville Jaguars fan since the team’s inaugural season.
Robert T. Loverich CPA
Rob has provided auditing, assurance and business consulting services to commercial, real estate, and nonprofit organizations since 1988. In addition to serving on the Firm’s executive committee as managing partner, Rob is also the chairman of the Firm’s accounting and auditing committee, has served as a member of Florida Institute of Certified Public Accountants’ Principles and Auditing Standards Committee, and is a member of the American Institute of Certified Public Accountants. Rob earned an undergraduate degree in accounting from the University of North Florida and enjoys spending time with his family and participating in community service activities.
Robert D. Rosario CPA
For over 15 years, Rob has provided business consulting and tax services to commercial companies, nonprofit organizations, estates, trusts, business owners and high net worth individuals. He has experience in the real estate, automotive, construction, retail and manufacturing industries and has extensive experience dealing with foreign tax issues. Rob graduated with distinction from Purdue University and is a current member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. Prior to his accounting career, Rob served 7 years in the Army National Guard. In his personal time, he enjoys traveling with his wife and son, attending boxing and sporting events and participating in community service activities.
Lawrence “Larry” Kaplan CPA
Lawrence S. “Larry” Kaplan was named Partner at the Certified Public Accounting firm, Smoak, Davis & Nixon LLP (SDN LLP), effective July 1st. Larry’s areas of focus include business consulting, advisory and transactional services, tax planning and compliance services for commercial entities, estates, trusts, and high-net-worth individuals. He received a Bachelor’s degree in Finance and a Master’s degree in International Business from the University of Florida, and a Master’s degree in Accounting from Florida International University. Larry joined SDN LLP in 2013 after relocating to Jacksonville from South Florida.