Our Florida Team
You can find more about me and my business in Proactive Advisor Magazine!
As a lifelong Florida resident, I grew up in Seminole located in here Pinellas County, where I returned after pursuing my General Business degree at Troy University in Alabama and the University of Central Florida in Orlando. I began working in the financial services business with Infinity Tax and Financial in 2001. While preparing over five hundred tax returns annually, I have been able to build a substantial base of both financial and tax clientele in over 12 states. I pride myself on helping put my clients in the most advantageous position possible regarding their tax situation. Focusing on customer service, our business provides strategic planning for our clients to help them achieve and maintain financial success through retirement planning using monte carlo simulation, financial analysis, and investment advisory services.
Please be advised that Jeffrey McAvaddy presently holds the following exam status: FINRA Series 7; and State Series 66. He is currently licensed in the following states: FL, GA, IL, IN, and PA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further.
Assistant to the Registered Representative
I am a Tampa Bay native born in Largo and raised in Saint Petersburg. My entire work experience has been working in customer focused positions. My professional goal has always been to see clients happy and celebrating their successes.
I work to aid Jeff in all areas of client services and daily operations.
I am a FL notary public.
CPA / Tax Preparer
Ken is licensed as a Certified Public Accountant by the state of Florida.
Following a successful career leading the finance group of a large multinational company division, Ken provided financial guidance to multiple smaller businesses.
Ken joined Infinity in 2019 and enjoys getting to know his clients and assisting them with their tax filing and planning needs. Ken resides in Florida and in his spare time enjoys backpacking and kayak fishing with his wife.