Managing Shareholder of the San Jose Office
Assurance and Private Client Services

Over 25 years of experience in the areas of agriculture, construction, medical practice, business consulting, nonprofits, pension plan audits, mergers and acquisitions. Experience in review services including consultation with management in corporate business succession planning, tax planning, buy-sell agreements, and accounting systems analysis.

Professional Affiliations

• Board Member – Rotary Club of Los Altos
• Finance Chair – Pilgrim Haven Skilled Nursing Facility
• Member – AICPA (American Institute of Certified Public Accountants)
• Member – California Society of CPAs (CalCPA)
• Member – Rotary Club of Los Altos

Education

• BS/Accounting – San Jose State University

Interesting Tidbit

Enjoys reading, watching sports, cooking, and music.