Our Team
Brian Shey, MBA / MSA

At SterlingWyatt, P.A. we believe that tax planning should be proactive, not reactive. With over 25 years of experience, Brian Shey has helped businesses, high-net-worth individuals, and professionals legally reduce their tax burden and maximize wealth.
Brian isn’t just another tax advisor—he’s a strategic partner who ensures you keep more of your money by leveraging proven tax-saving techniques. His expertise in IRS-compliant tax strategies has resulted in over $100 million in legally optimized tax savings for his clients.
If you're tired of traditional CPAs who only focus on tax preparation, it's time for a better approach. Work with a tax expert who provides year-round planning, customized strategies, and real results.
Olivia Hoecker, CPA / MBA
Olivia grew up in Dayton, Ohio and completed her undergraduate degree in accounting and her MBA in Financial Administration from Wright State University.
She completed the prestigious CPA designation in 1991 and has practiced accounting for more than 35 years with fortune 500 manufacturing companies. She has extensive experience in accounting systems, on-line domestic and internation banking systems, JP Morgan Chase, Wells Fargo, Bank of America and National City Bank, and more.
Over her career she has worked with various tax reporting systems through filing thousands of personal and corporate tax returns.
Her extensive knowledge of ERP and consolidating financial reporting systems for domestic and international business units is unmatched, as well as her knowledge of Microsoft, Quickbooks and FAS (fixed assets systems).
In 2001, she founded a 65-acre quarter horse farm in Ocala, Florida were her dedication and hard work permitted her to create an American Quarter Horse breeding and showing operation that won multiple State and National Awards.
Olivia enjoys University of Florida and Ohio State football as well as spending time with her partner Dennis, two Austrian Shepherds, Cowboy and Darcie, and her one remining horse Sweetie. She has three daughters and a son who all live in Ohio, including seven grandchildren.
Avery Shey, Client Relations Administrator
Avery Shey is a highly organized and detail-oriented administrator with a strong background in office management and operational support. Bringing excellent communication, problem-solving, and multitasking skills, he ensures the smooth day-to-day operations of SterlingWyatt, P.A.
With expertise in scheduling, client relations, and administrative coordination, Avery is committed to maintaining efficiency and professionalism and handles all client / firm communication. Eager to apply his skills in a financial services environment, he is dedicated to
learning industry best practices and supporting the SterlingWyatt, P.A. team in delivering accurate and timely solutions.
Jason Fagan - Strategic Partner
Founder of Fagan Financial Group
jason@faganfinancialgroup.com
Jason is the Founder and Managing Partner of Fagan Financial Group. After spending 10 years at Chesser Financial in Central Illinois He has returned to his hometown community to open a second location. Jason started in the Financial Services business in 2008 when the market was at an all-time low. Watching clients deal with losing half of their retirement accounts helped Jason develop the process he uses today. Jason focuses more on process when working with his clients and less on financial products. His main goal is helping get the client to where THEY want to be, not where he wants them to be.
Jason’s driving motivation in life is to help others. He is a 2 on the Enneagram which means he is empathetic, sincere, and warm-hearted. He is friendly, generous, and self-sacrificing, a true helper.
In his free time Jason loves spending time with his wife Sarah and their three children Ava, Claire and Judah doing just about anything. He also loves traveling, golfing, working out with his Florida and Illinois gym families, and trying to make people laugh!
Jason maintains his office and work relationship at Chesser Financial in Champaign, IL and also works with clients nationwide.
Paul Haven - Strategic Partner
Senior Vice President at South State Bank
352-317-2037
PHaven@SouthStatebank.com
Professional Services:
Private Banking
Business Banking
Commercial Loans
Qualification:
University of Florida
37 year Banking career
Personal:
Born February 14, 1958
Wife: Suzanne
The Benefits of Working
with SterlingWyatt, P.A.
Year-Round Tax Strategy, Not Just Tax Prep
Most CPAs only show up at tax time—we work with you year-round to adjust strategies, forecast liabilities, and ensure you're always ahead.
Customized Tax Solutions for Maximum Savings
Your financial situation is unique, and so is our approach. We craft personalized tax-saving strategies designed specifically for business owners and high-net-worth individuals.
Keep More of
Your Money
With 25+ years of experience and $100M+ in legally optimized tax savings, we use every legal advantage to minimize your tax burden so you can reinvest in your future.
SterlingWyatt's 3 Simple Steps to Keep More of Your Money
Step 1: Schedule a Consultation
Meet with us to discuss your financial situation and uncover hidden tax-saving opportunities.
Step 2: We Prepare Your Customized Tax Solution
We create a tailored tax strategy designed to legally minimize your tax burden and maximize savings.
Step 3: Start Saving Immediately
Implement your personalized plan and begin keeping more of your money—right away.
What Our Clients Say
"SterlingWyatt's tax planning expertise has been invaluable for my family. They understood our finances and created a strategy that's already saved us money. Highly recommend!”
Sarah M.
"SterlingWyatt's proactive approach to tax strategy is excellent. They helped me, as a small business owner, plan for the future and structure my finances efficiently. A great investment!"
David C.
"SterlingWyatt has been a game-changer. They took the time to understand our unique needs and found deductions and credits we didn’t even know we qualified for. We've saved thousands on taxes!"
Maria R.
What You Get Working with SterlingWyatt, P.A.
Personalized Tax Strategies – Custom-tailored tax plans designed to fit your unique financial situation
Year-Round Tax Planning – We don’t just show up at tax time—we work with you all year to optimize your savings.
Proactive IRS Compliance – Ensure you're always in full compliance while legally minimizing your tax burden.
Advanced Tax Forecasting – No surprises—know what you owe ahead of time with strategic tax projections.
Business & High-Net-Worth Tax Solutions – Specialized strategies for business owners and high-net-worth individuals.
Legal Tax Reduction Strategies – Leveraging the Internal Revenue Code to help you keep more of what you earn.
Your Personal Tax Consultant – No middlemen—you get one-on-one access to a tax expert who puts your needs first.
Comprehensive Investment & Insurance Planning –
Tax-advantaged strategies to grow and protect your wealth.
Audit Protection & Support – Guidance and representation in case of IRS audits or inquiries.
Proven Track Record – With over $100 million in legally optimized tax savings, we deliver real results.
14407 SW 2nd PlaceSuite F1
Newberry, FL 32669
shey@sterlingwyatt.com
352-676-7439
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