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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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