Ian Hessel is the Founder and CEO of Heroic Solutions, a collective of financial and business service companies dedicated to supporting entrepreneurs through accounting, lending, grant funding, and strategic advisory services. A CPA with over 30 years of leadership experience, Ian has served as CFO and President for multinational companies before building a portfolio of collaborative ventures. Under the Heroic Solutions umbrella, he helps guide three accounting firms—Davis & Hessel, Brannan & Hessel, and Milbrod & Hessel—and leads Heroic Launch, a program that empowers new businesses through one-year grant-supported service packages.
Ian also developed ToolingCASH, a specialized financing platform for the automotive and aerospace tooling industry, and SmartLink, a value-added provider of visual marketing and event management services.
He holds a Bachelor’s degree in Computer Science and Accounting from Mercyhurst University and began his career at Arthur Andersen. Outside of work, Ian is a dedicated father of three grown children and an adventurer at heart—passionate about travel, piloting, scuba diving, triathlons, golf, and boating.
To contact Ian via email, CLICK HERE .
To schedule an appointment with Ian, CLICK HERE.
Kara R. Baughman, EA, is the Branch Leader of the Bradenton office of Milbrod & Hessel Tax Services, specializing in the preparation of individual tax returns. With over 25 years of experience in the financial services industry, Kara brings a wealth of knowledge, professionalism, and a client-centered approach to every interaction.
Since earning her Enrolled Agent designation, Kara has continued to build on her commitment to providing exceptional service and practical tax guidance. In December 2025, Kara relocated to Florida to take on the role of Branch Leader for the Bradenton office. She is passionate about helping clients feel confident and informed, transforming what can often be a stressful experience into a collaborative journey toward financial success. As a leader, Kara is committed not only to serving her clients but also to building a knowledgeable, responsive, and client-focused team within the Bradenton office. She believes that tax and financial guidance should be approachable, understandable, and empowering. Outside of work, Kara enjoys spending time with her family, relaxing at the beach, and enjoying time with friends over a great cup of coffee.
To contact Kara via email, CLICK HERE
To schedule an appointment with Kara, CLICK HERE.
Lauren Boland serves as Office Manager at Milbrod & Hessel CPA, part of the Heroic Solutions family of firms, keeping the day-to-day operations of the office running smoothly and ensuring clients have a seamless experience from the moment they walk through the door. Before joining the team, she worked as a Care Intake and Assessment Coordinator — experience that translates directly into how she approaches the role today: with genuine attentiveness, organization, and a focus on making sure every client feels heard and taken care of from their very first interaction with the firm. Lauren resides in the Bradenton area with her husband, Logan. Outside the office, she loves going on adventures with her husband and friends, traveling, and hunting down good local coffee shops.
To contact Lauren via email, CLICK HERE
Yadira Francis Ferrer is a dedicated Tax Specialist and Bookkeeping professional at Milbrod & Hessel CPA, with experience in tax preparation, bookkeeping, and day-to-day office operations. She brings strong skills in financial recordkeeping, data management, and client service, helping businesses maintain accurate financial information and operate efficiently.
In 2023, Yadira earned an associate in science degree in Accounting and Business Administration from the State College of Florida, strengthening her foundation in individual taxation, financial recordkeeping, account reconciliation, and accurate financial reporting. Her education, combined with firsthand experience, has prepared her to support both financial and administrative functions with accuracy, professionalism, and efficiency.
Known for being a fast-learner person, Yadira quickly adapts to new technologies, procedures, and workplace environments. She is detail-oriented, organized, and committed to producing accurate, high-quality work. Her ability to learn and implement new processes efficiently makes her a valuable member.
Throughout her career, Yadira has demonstrated professionalism, reliability, and a strong work ethic. She is passionate about helping organizations succeed through effective tax support, bookkeeping, and administrative excellence, and she continues to expand her knowledge while contributing to the businesses and clients she serves.
To contact Yadira via email, CLICK HERE
Evan entered the investment business in 2002 with the firm belief that relationships built on trust, dependability and professionalism drive his business.
With a specialty in holistic planning, portfolio construction with an emphasis on retirement income, real-estate matters, and business succession planning. Mr. Guido serves his clients with tireless dedication. His passion for helping people extends beyond his business via the educational investment column Retire on Track at the Sarasota Herald Tribune Newspaper.
Evan also holds a series of workshops in the community and is a member of numerous clubs and committees in Sarasota.
• Chaired First Step of Sarasota Golf Tournament 2003
• Sarasota YPG Chamber of Commerce Board of Directors 2003-2005
• Leadership Sarasota Graduate – 2017 “Rowdy Class”
• Commodore (Elected CEO) of the Bradenton Yacht Club 2007-2013
• Forbes 2018 Top Next-Gen Advisor Award1
• Palmetto Charter School Board of Directors 2020-Current
• 2026 Forbes Best in State Wealth Advisor2
In addition to his impressive credentials and service, Evan is passionate about serving clients whom consider themselves the “Millionaire Next Door.” Aksala is built with top-tier professionals whom deliver financial services via a unique, educational, and inviting experience.
Originally from St. Petersburg, Florida, Evan spent 11 years in Alaska where he attended the University of Alaska and started his career in the investment business as intern and shortly promoted to assistant branch manager while in University. Evan spends his free time in nature, atv’ing, hobby farming, volunteering, mentoring and boating with his wife Brittany and his three children: Olivia, Savannah and Hudson.
1The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years’ experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
2The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Listings in these publications and/or awards are not guarantees of future investment success. These recognitions should not be construed as endorsements of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party ratings or awards.
To schedule, CLICK HERE
With over 40 years of experience, Ellen Binen-Milbrod is an accomplished Certified Public Accountant (CPA), licensed in Florida, New York, New Jersey, and Illinois. She earned her Bachelor of Science degree from New York University and enhanced her expertise by completing advanced master’s-level tax courses at Pace University.
She began her career at JH Cohn LLP, and worked as an acting tax manager for KPMG LLP, one of the Big Four Accounting Firms. She also has worked as an Independent Consultant to various small local CPA firms throughout New Jersey and New York.
Ellen is a member of the American Institute of Certified Public Accountants (AICPA), New Jersey State Society of CPA’s, Florida Institute of Certified Public Accountants, Professional Service Group Network, Lakewood Ranch Business Alliance, and the Manatee Chamber of Commerce.
Referred to respectfully as “The Taxchick”, Ellen provides quality accounting, tax, and business consulting services to individuals and small to medium-sized businesses located throughout the United States.
Ellen and her firm have been honored with the Bradenton Herald Tribune Reader’s Choice Awards for Best Tax Preparer and Best Accounting Firm for the past three years, a testament to her commitment to excellence and client satisfaction. Her meticulous attention to detail, integrity, and personalized service have earned her the trust of clients throughout her career
Ellen resides in Lakewood Ranch, Florida, with her husband, Steve. In her free time, she enjoys traveling and dedicates herself to supporting veteran charities, offering both her resources and energy to causes that honor and assist those who have served.
Born and raised in Michigan, Brendan brings the Midwestern values of hard work, integrity, and community that were instilled in him growing up in a small business household. Playing football and baseball taught him the value of discipline and teamwork — lessons he carries into every client relationship.
He joined Aksala Wealth Advisors to help turn complex financial goals into clear, manageable plans. His early career was focused on the planning needs of teachers and civil service employees in Ann Arbor, Michigan, where he gained hands-on experience with retirement plan systems, pensions, and taxation-related matters.
Brendan earned his Finance degree from Central Michigan University and successfully passed the rigorous CFP® exam. He currently holds a Series 7 registration and is actively pursuing additional registrations over time.
In addition to the practical and proven knowledge the Aksala team and curriculum provide, Brendan showcases the tangible benefits of AI planning resources that bring the intersection of service and technology to the forefront of every client interaction.
Outside the office, you’ll likely find Brendan on the golf course, staying active, or spending time with family and friends. As a proud resident of the Sarasota, Florida community, he embraces everything this beautiful area has to offer and looks forward to building lasting connections along the way.
Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.
Call 941-500-5122 to schedule
Stephen E. Davis is a nationally recognized Enrolled Agent and NTPI Fellow with over 35 years of experience in tax strategy, IRS representation, and financial advisory for high-net-worth individuals and closely held businesses. As Partner and National Tax Practice Leader at Heroic Solutions CPA, Steve oversees the firm’s tax advisory vision, driving innovation in client service models, elevating technical standards, and leading firm-wide initiatives that integrate technology, talent, and strategy to deliver impactful results.
Steve is known for his deep technical acumen, strategic thinking, and a steadfast commitment to helping clients navigate complex financial landscapes with clarity and confidence. His leadership has helped shape Davis & Hessel into a respected pillar of the Heroic Solutions collective, alongside Brannan & Hessel, Milbrod & Hessel, and a growing network of business service providers united by a commitment to excellence.
A native of Campbellsville, Kentucky, Steve holds a BBA in Accounting from Campbellsville University and completed graduate studies at Eastern Kentucky University. He currently lives in Berea with his wife, Paula. Together, they enjoy time with their five children and nine grandchildren.
To contact Stephen via email, CLICK HERE .
To schedule an appointment with Steve, CLICK HERE.
Paul Fleming earned his Bachelor of Business Administration in Accounting from Morehead State University in 2019. He began his career in public accounting in 2020 and has developed a wide range of experience in tax preparation, bookkeeping, net profit accounting, and auditing.
He now focuses primarily on business, non-profit, and individual tax returns, with a strong understanding of various return types and financial reporting. Paul has his CPA license in Kentucky and Florida.
Paul lives in Richmond, Kentucky with his wife, Stephanie, and their two children. Outside of work, he enjoys spending time with his family, playing video games, and keeping up with the latest movies and TV shows. He values clear communication and takes pride in helping clients understand their tax situation.
To contact Paul via email, CLICK HERE.
To contact Jonathan via email, CLICK HERE.
To contact Katie via email, CLICK HERE.
Steve is rooted in Mid-Western values, he was born in Detroit Michigan, and lived in Grand Rapids, Michigan for 50 yrs before migrating south to Florida with his beautiful family. Julie and Steve have 3 amazing daughters, Haley, Hillary and Riley. He also has two grandchildren Maverick and Tatum, and one little dog named Chevy.
Prior to serving clients on behalf of Aksala Wealth, Steve held many roles over his 24 years in the financial services industry. Steve supported Advisory Firms across the Country as an accomplished keynote speaker on financial topics. Steve has guided CPA’s, CFP’s and attorneys on retirement transition planning, tax strategy, Social Security, and how to communicate Portfolio Theory to advisory clients.
Steve has also been featured on Retirement News Today, Annuity News Now, the Radio, and wrote Articles for Fortune Magazine. He also authored Mission Retirement, a tongue and cheek approach to understanding the pit falls of Planning and Preparing for your retirement.
When Steve isn’t working with clients, he enjoys scuba diving, fishing, skiing (both water & snow), cooking, and celebrating life with friends and family. In a former life Steve prepared and received two honorable mentions at the culinary olympics out of The Chicago Culinary Institute of America. We hope you can share a meal with Steve here soon!
Scheduling link: Select a Date & Time – Calendly
Brooklyn joined our firm as a recent Eastern Kentucky University graduate with a Bachelor’s degree in Public Accounting. During her time off, she enjoys kayaking, reading, traveling, and crocheting. Brooklyn resides in Rockcastle County with her husband.
To contact Brooklyn via email, CLICK HERE.
Corey Ledington is an experienced accountant who has been working in the field since 2020, with a background that includes both public accounting and banking. He has a strong understanding of GAAP, bookkeeping, payroll, audit, financial statement preparation, and various other client accounting services.
Corey is passionate about building relationships to help business owners streamline their financial operations. He believes that by simplifying processes and ensuring accuracy, effectiveness, and compliance, clients can spend less time worrying about the numbers and more time growing their business.
Corey is a graduate of University the Cumberlands and resides in London, Kentucky, with his wife Taylor and their son. Outside of work, he enjoys golfing, martial arts, hiking, and reading.
To contact Corey via email, CLICK HERE
To schedule an appointment with Corey, CLICK HERE.
Marci Mitchell is a seasoned accounting and advisory professional with over 30 years of experience spanning bookkeeping, operational management, and strategic financial support. As a Partner and CAAS Specialist, Marci plays a pivotal role in helping clients not only stay compliant but build healthier, more resilient businesses through tailored financial insights and advisory services. Her work goes beyond traditional accounting, guiding clients in areas such as financial forecasting, process improvement, and long-term planning.
Originally from South Africa, Marci began her career with KPMG, where she completed her professional training before relocating to the U.S. Her international background brings a well-rounded, global perspective to her work with clients across diverse industries. Marci now resides in London, Kentucky, with her husband, Peter. Outside the office, she enjoys spending time in nature, traveling, and working on crochet and other handcrafts.
To contact Marci via email, CLICK HERE
To schedule an appointment with Marci, CLICK HERE.
April comes to us as a detail-oriented financial services professional with over 20 years of experience in sales, operations, and client financial management. With an Associates Degree in Applied Science from Dyersburg Community College. Bringing a strong foundation in bookkeeping, invoice management, accounts payable/receivable, and financial reconciliation.
Prior to her focus on accounting, she excessed in high-impact sales and operations roles. She brings multiple years of experience in Sage 50, SAP, and Salesforce. She is known for building strong client relationships and consistently exceeding performance targets combining operational excellence with a client- first approach to deliver measurable financial results.
To contact April via email, CLICK HERE.
Born and raised in northeast Pennsylvania, Cody has built a career defined by dedication, expertise, and a passion for helping clients pursue lasting financial success. He holds an undergraduate degree in Finance, as well as master’s degrees in both Finance and Economics, along with several FINRA licenses that allow him to stay ahead in a constantly evolving industry.
Cody has managed the financial well-being of more than 200 clients and overseen $200 million in assets. He helps clients understand how financial planning is crucial to retirement while also bringing strong technical skills in portfolio management, investment analysis, and a deep understanding of economic trends. This combination allows him to provide both practical guidance and broader insight into the market forces that shape financial decisions.
Outside the office, Cody enjoys supporting his wife Kait’s boutique businesses in Sarasota and St. Petersburg, staying active in the community, and spending time on fitness and golf. At Aksala Wealth Advisors, Cody and his team are dedicated to creating personalized strategies that reflect each client’s unique goals.
Scheduling link: https://calendly.com/cody-ume/introductory-call?month=2026-08
To contact Simeon via email, CLICK HERE.
Penny Rudolph is an accomplished Executive Personal Assistant with over 30 years of professional experience. She has a strong background in managing administrative and operational functions, with significant financial expertise developed during her tenure in the healthcare industry.
Currently based in Cape Town, South Africa, Penny works remotely, supporting the company with both bookkeeping and human resources responsibilities.
Outside of work, Penny and her husband enjoy traveling, taking long walks on the beach, and staying active through fitness and exercise.
To contact Penny via email, CLICK HERE.
Robin Stephens is a staff accountant in the Berea office. She earned her bachelor’s degree in accounting from the University of Kentucky. She brought nearly 20 years of experience in the accounting field when she joined the firm in 2014. Robin is highly knowledgeable in a range of areas, including payroll, bookkeeping, sales tax, local net profit returns, and business tax return preparation.
She currently resides in Richmond with her 6 children. She is very active in her church, where she serves as the treasurer. Outside of work, Robin enjoys spending time with her family, hiking, and traveling.
To contact Robin via email, CLICK HERE.
Elizabeth graduated from Eastern Kentucky University in 2016 with a bachelor’s in business administration and later joined the firm in 2018. During her time with us, she has assisted clients with payroll, form completion and billing. Elizabeth’s primary focus is making sure our offices run efficiently for clients and staff. Outside of work, Elizabeth enjoys attending concerts and traveling.
To contact Elizabeth via email, CLICK HERE.
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