Principals
Managing Principal
My personal motto is “Continuous Improvement.” I’m always looking for ways that I can learn more, grow more, and contribute more to my own life and the people in my life.
Principal
My husband and I share the same birthday and we share the same wedding anniversary as my parents. I was a “Valley Girl.” My favorite job in college was working at a record store.
Core Team
Director
“A good advisor is passionate about what their clients do, not just the services they can provide. Care about your client’s business as if it were your own.” – Stephen Matthew
Audit Manager
I also have a degree in Film and Video Production and am a Bishop Gorman Alumnus. I am inspired by Tina Fey.
Senior Accountant
My grandmother inspires me. She is so sweet to others and strict on herself.
Senior Accountant
I also have a degree in Fisheries Science, from ages 2 to 6 I lived in Italy.
Senior Accountant
My son inspires me to live each day to the fullest each day because you never know what tomorrow holds.
Senior Accountant
My husband and I love contributing our time to our sons’ Boy Scouts Troops.
Senior Accountant
The strong example of hard work set by Lynette’s parents has been an inspiration throughout her life.
Staff Accountant
I am a mother to 4 incredible children that make me proud every day. I’m inspired by my sister Jill because she is as close to perfect as you can get.
Staff Accountant
My mother is my inspiration, she is so beautiful inside and out. She encourages every goal I set and always reminds me “If it were easy, everyone would do it!”
Staff Accountant
“Life is too short to wake up with regrets. So love the people who treat you right. Forget about those who don’t. Believe everything happens for a reason. If you get a chance, take it. If it changes your life, let it. Nobody said life would be easy, they just promised it would most likely be worth it.” Harvey Mackay
Staff Accountant
“Imagination is not only the uniquely human capacity to envision that which is not, and therefore the fount of all invention and innovation. In its arguably most transformative and revelatory capacity, it is the power to that enables us to empathize with humans whose experiences we have never shared.” J. K. Rowling
Staff Accountant
The purpose of life is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience
Office Manager
My favorite quote is “There are only two days in the year that nothing can be done. One is called yesterday and the other is called tomorrow, so today is the right day to love, believe, do, and mostly live.” – Dalai Lama
Front Office Coordinator
I’m a middle child so I try to keep the peace and find myself saying “whatever you say” a lot! I play the violin. I’m inspired by those that stand for what they believe in even when it’s not “popular
Founder, Retired
I am like a composite of all the cast of Modern Family: adventurous, funny, sarcastic, outgoing, caring & opinionated.
Executive Coach
I love people and am a flagrant extrovert but my passion is to listen, support, and encourage those who need a catalyst to change.