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Leadership
Our forward-looking leadership team is made up of dedicated and focused individuals working to ensure we provide the highest quality products and services to our clients. Together, their knowledge and experience keeps us at the forefront of the tax and accounting industry.
William Hall
Director of Capital Gains Tax Reduction Planning
William Hall
Director of Capital Gains Tax Reduction Planning
Ryan Herche
Director of Operations
Eric Aragon
CPA, Tax Reduction Specialist
Darren Sugiyama
Director of Affluent Markets
Christen Berman
Managing Director, COO, Tax Credits
Robert Raimondo
Managing Director Attorney
Jeremy Bryant
Managing Team Director
Kim Raimondo
Compliance Attorney
Richard Myer
Managing Team Director
David Brown
Managing Team Director
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