About The McEnerney Tax Advisory Group
Building Lifelong Relationships Rooted In Performance And Trust
At The McEnerney Tax Advisory Group,
Our Sole Focus Is YOU.
The The McEnerney Tax Advisory Group’s mission is to help our clients attain the future lifestyle of their dreams, we provide those prior to retirement or already retired with a family business approach that really cares about protecting their assets. We will take the time to determine your individual goals and needs, to help provide you with a worry free retirement.
Kevin McEnerney, President
Kevin McEnerney is the president and founder of both McEnerney Tax Advisory Group in Melbourne, FL and Lynch Tax Advisory Group in Vero Beach, FL. Kevin has spent over 30 years in the investment management business, helping clients attain their financial goals. Kevin’s background and experience in the areas of income planning and retirement has given him a unique standing in the industry.
Kevin graduated from Bowling Green University in 1980 with a degree in Education and Economics. Kevin started his career with Merrill Lynch, Pierce, Fenner, & Smith in Manhattan before being recruited by UBS Paine Webber, where he spent the next 13 years. Kevin then joined the Private Banking Industry with Am South covering the Central Florida Region.
While on his career path, Kevin realized there was a better, more comprehensive way to serve his clients. So, in 2003 he started his own tax and investment firm; McEnerney Tax Advisory Group. He opened McEnerney Tax Advisory Group with his sister Janet and 10 years later they opened Lynch Tax Advisory Group.
Kevin has three children: Kelly, Dylan, and Jessica.. Kevin enjoys spending time with his family, watching Notre Dame Football, and playing golf.
Janet Witteck, Vice President
Janet Witteck founded the McEnerney and Lynch Tax Advisory Groups. After owning her own restaurant for ten years, Janet worked the next ten years for Merrill Lynch, Pierce, Fenner, & Smith in Vero Beach FL, assisting top brokers and producers. She then moved to Prudential for five years before she and Kevin decided to open their firm.
She holds a Florida Life and Annuity license.
Janet has been married for more than 35 years, has three children and two granddaughters. She is originally from Huntington, NY and has been a resident of Vero Beach since 1982. In her spare time, Janet likes to spend time with her granddaughters, and is an avid runner who enjoys the great outdoors.
Amie Mocere, Client Operation Specialist
Amie oversees the day-to-day activities of the McEnerney firm and works hand in hand with our clients making sure their goals and needs are met. Amie holds a Florida Life and Annuity license and brings over 10 years of experience in the financial and tax industry.
Prior to working with McEnerney Tax Advisory Group, she attended Florida State University and graduated with honors from West Shore Junior Senior High School in Melbourne, FL.
When Amie isn’t working, she enjoys spending time with her son, Jackson. Amie is an active member of her church and also enjoys reading and watching FSU football.
Jennifer Moscrip, Client Service Specialist
Jennifer is the client service specialist in our Vero Beach office. She holds a Florida Life and Annuity license and has been in the industry for more than seven years. After graduating from Roanoke College with a B.A., Jennifer moved to Charlotte, N.C., for several years. She moved back to her hometown of Vero Beach in 2003 to join the family business. After the birth of her first daughter, Jennifer took a few years off and rejoined our team in June of 2013.
Jennifer enjoys spending time with her husband and two daughters, Caitlin and Madeline. She is actively involved as a member of St. Helen’s Catholic Church and School.
To schedule a time to discuss your financial future, please contact us!
If you are in the Melbourne area, call The McEnerney Tax Advisory Group at 321-259-9335 or email us at email@example.com.
If you are in the Vero Beach area, call The Lynch Tax Advisory Group at 772-226-5017 or email us at firstname.lastname@example.org.