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Carli Ortiz
CPA, PFS, CGMA, AEP
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(707) 546-0272
Our Valuable Team Members
Meet the catalysts of success—the individuals who form the backbone of our dynamic team. Each member is a driving force, contributing unique skills, expertise, and passion to our collective journey.
Meet the Partners
Kerri Berry
CPA
Judy Deniz
CPA
Anya Cunningham
CPA, CEPA
Mike Musson
CPA
Meet the Team
Ana C. Zavala
Andy Vedder
CPA
Buffi Frazier
MBA
Charla Balkin
Chris Jones
Christina Curry
Crystal Kehoe
Daniel Riccobuono
CPA
Der Lor
EA
Edith Rodriguez
Gabe Penfield
CPA
Jennifer Brown
Joelle Smith
Joshua Warren
CPA
Katie Auslen
CPA
Kari Bruner
Kelly McGlinchy
CPA, MBA
Kyle Baggett
CPA
Megan Orr
CPA
Natallie Cataraha-Berry
Nina Gashnikova
CMA
Peter Duffy
CMA
Rich Norton
CPA
Rodrigo Nunez
Samantha Shelley
Terry Johnson
William Cassayre
