CLIENT PORTAL
CLIENT PORTAL

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

Our Partners

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

John L. Sadd, Jr.

Senior Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

Kirby Higashi

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA

Nassif Shammaa

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, CFF, CFE

Argin Mahmoodi

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MM

Mary Jo Wiedey

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MBA, CFP®

Steven Clement

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, MST

David Nadel

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

CPA, CFE

Winnie Dang

Partner

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Team

Meet Our Team

Our team of seasoned professionals brings together decades of experience in tax, estate planning, and financial strategy to deliver results that matter.

SHRM-CP

Stephanie Nelson

Chief Operating Officer

Our Directors and Managers

EA

Heather Holmes

Tax Manager

CPA

Joseph Weiskotten

Tax Manager

CPA

Melody Daniel

Senior Tax Manager

CPA

Michael Basily

Senior Accounting Manager

CPA

Vians Amiri

Senior Tax Manager

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Join the many individuals and businesses who have reached their goals through our innovative thinking and personalized strategy.