OUR TEAM
Meet the People Behind PAG
Partners
Dave is our Chief Executive Officer and has been a CPA since 2004, bringing over 20 years of experience in public accounting and business ownership across multiple industries. His diverse experience gives him a deep understanding of the challenges and opportunities small business owners face. He is an accountancy graduate of Central Washington University.
As a partner and leader of the firm, Dave is focused on driving the growth of the company, developing the team, and helping clients build businesses that align with their goals. He is known for his ability to listen closely, think strategically, and partner with business owners to develop practical, forward-looking plans. His experience building and scaling businesses allows him to guide clients with real-world insight and a strong advisory perspective.
What does he love most about his job?
"I love making a real impact on the lives and businesses of SME owners. As a business owner myself, I recognize and appreciate what motivates people to go out on their own and what it takes to embrace a non-traditional path. I help clients achieve their goals by being an extraordinary listener and truly caring about their success. I’m a skilled strategist but understand the best outcomes for a client’s business come from decisions we make together."
When Dave is not at work...
You'll find him spending quality time with his children, golfing, playing tennis or cheering on the Mariners or Seahawks from the stands. He also enjoys travel and the guilty pleasure of reality TV. If you watch Yellowstone, you may have seen him on screen as he once played a cowboy as an extra.
Favorites
Book: Greenlights
Drink: 120 ounces of water
Food: Seattle-style chicken teriyaki
Place: Flushing Meadows in NYC to watch the US Open
With over 25 years in business and personal income tax, Dan has built his career around one core belief: good tax work is about more than filing returns. He partners closely with business owners and their financial teams to develop strategies that actually reduce tax burdens over the long haul — not just at year-end. That collaborative approach has shaped everything about how the firm operates, and it's what keeps clients coming back.
Dan's focus is always forward-looking. Tax laws shift, markets change, and the business owners who come out ahead are the ones who plan for it rather than react to it. Whether you're running a small business trying to tighten up your tax strategy or you've been at it for years and want a stronger financial foundation, Dan will give you straight answers and a clear plan to get there.
Ernie is a Partner and our Chief Advisory Officer, bringing more than 30 years of experience in public accounting. Throughout his career, he has focused on helping business owners unlock what is possible through proactive tax planning and strategic business advisory. His work centers on giving clients the clarity and confidence to grow, build wealth, and ultimately exit successfully.
As the firm’s chief strategist, principal advisor, and FP&A leader, he is deeply passionate about helping clients achieve their long-term goals - but what drives him most is his team. He views them as the finest group of individuals he has known and is continually inspired by their energy, creativity, and commitment to helping clients exceed expectations.
Ernie holds a Bachelor’s Degree in Business Administration from Baruch College, City University of New York, and is a Certified Public Accountant (CPA).
What does he love most about his job?
"The people around me. The fearlessness they have and new ideas they bring to the table to help our clients exceed their goals is pure fire."
When Ernie's not at work...
You'll find him spending time with his wife, sons, family, and friends, who are his top priority. He is passionate about teaching his boys the value of strong relationships, encouraging them to listen more and speak less. He enjoys mountain biking off trail at night, hiking, skiing and golf. He may also be the only person you'll meet who has appeared on the David Letterman Show twice.
Favorites
Book: The Stand by Stephen King
Drink: Puerto Rican coffee
Food: Linguini Frutti di Mare
Place: Lucca, Italy
Lera joined the company 2020. She is our Chief Operating Officer and a partner in the firm. At the core of Lera's work is a simple belief: everyone deserves to get the most out of their resources. That philosophy has driven her passion for building a highly scalable firm that unlocks stronger results for clients while creating meaningful growth opportunities for her team. She holds a Bachelor of Science in Accounting and Supply Chain Management from Central Washington University.
Lera began her career at a traditional accounting firm in 2014, but quickly found her calling to push for change and modernization in our industry. Knowing this cannot be done alone, Lera values partners-in-spirit who share those same beliefs. She intentionally builds relationships with other industry leaders to create a powerful ecosystem of expertise, technology, and opportunity for both her clients and her team.
Her signature may as well be “what’s next?” as she excels at turning challenges into organized momentum. Lera is deeply focused on creating systems that align people, process, and technology to deliver a consistent A+ experience for clients, team members, and owners at scale.
What does she love most about her job?
"I love demystifying an experience for team and clients, to turn chaos into something clear and repeatable. To problem solve."
When Lera's not at work...
You'll find her with her husband, dog and cat, or deep into a house project. She is also a snowboarding and mountain biking enthusiast, and a fan of Frasier and Saturday Night live. or out snowboarding, mountain biking, or deep into a house project.
Favorites
Book: The Hard Thing About Hard Things by Ben Horowitz
Drink: Margarita or Diet Coke
Food: Bread & butter
Place: Maui
Jim has been working in public accounting for over 20 years focusing on helping business owners maximize their profits while saving on taxes. After working with several Dentists over the years he realized that working with them resulted in some great relationships. He has also learned much to help them leverage their practices to reach their financial goals.
Jim enjoys running marathons and racing in triathlons. He has been a mere 12 seconds away from running the Boston Marathon and has completed a handful of IronMan triathlons. While he still enjoys his endurance sports, he spends downtime with his wife, Lauren, and son, Wyatt, who was born in 2019.
Operations
Autumn is our Operations Manager, bringing 16+ years of Executive Assistant and Office Manager expertise to our Client Experience team. Connecting with clients and streamlining systems are two critical areas where she excels.
Autumn has returned home to the PNW after living all over the USA, from California to Alaska and North Carolina to Ohio. Her passions include exploring, international and local adventure, family, and learning. She is currently a student at UW and a brand-new homeowner. Autumn is the first to remind others that it is never too late to pursue your dream.
Penny is a member of our Operations Team. Full profile coming soon.
Kelly is a member of our Operations Team. Full profile coming soon.
Mike joined our team in September 2024, bringing over a decade of experience in marketing, copywriting, and entrepreneurship. Prior to joining the firm, he worked as a freelance marketer and copywriter for 11 years. He is also a former business owner, having successfully exited a boutique hotel he and his wife built from the ground up, giving him unique insight into the real-world challenges and pain points facing our clients.
Mike holds a Bachelor’s of Arts in Business Administration from the University of Washington and a Bachelor’s of Science in Accounting from Western Governor's University.
What does he love most about her job?
"I enjoy guiding prospective clients through the discovery process to learn about their business, goals and financial challenges. My role isn't to sell our services but to build service packages that solve business owners' problems. It's all about helping people get the advice they need to succeed, and I love that."
When Mike's not at work...
You'll find him traveling and exploring new places. He lived abroad for 20 years and has a deep appreciation for novel experiences and different cultures. Mike also enjoys playing golf, cycling and watching the Seahawks and Mariners. He and his wife share their home with two dogs and four cats who are incredibly spoiled.
Favorites
Book: Breakfast of Champions
Drink: An ice cold beer
Food: Thai green chicken curry
Place: Somewhere I've never been before
Lori is a member of our Operations Team. Full profile coming soon.
Morgan Bunten joined our team in March 2026 as an Executive Assistant, bringing a strong background in business operations, administrative support, and client coordination. Morgan plays a key role in ensuring both leadership and clients are supported through clear communication, attention to detail, and dependable execution.
Morgan holds a degree in Business Administration from Valparaiso University. She is known for her proactive approach to problem solving and her ability to build and maintain strong relationships across clients, colleagues, and leadership. Her adaptability and reliability help keep operations running smoothly while supporting the broader goals of the firm.
What does she love most about her job?
"I love being able to contribute by supporting the team and ensuring everything runs smoothly behind the scenes. I enjoy building relationships and being a reliable point of contact for both leadership and clients, and being the gateway to the big picture. It is equally rewarding to continuously have the opportunity to grow and learn, while still contributing to the team's success and development."
When Morgan's not at work...
You'll find her spending time with her husband Brad and 12-year-old son Mason. Morgan and her family love sports, travel and staying active, which means they're always at a field, arena or golf course, cheering from the sidelines. At home, life stays fun and a little chaotic thanks to their Great Dane, Charlie.
Favorites
Book: The Five People You Meet in Heaven
Drink: Coffee
Food: Grilled salmon
Place: Madeira Beach, FL
Juliana joined our team in February 2026, bringing four years of experience as a client success specialist and accounting assistant. She is well-versed at being the primary point of contact for client relationships, proactive communication, resolving issues across teams and delivering timely customer support.
She holds a Bachelor's Degree in Political Science from Pontificia Universidad Javeriana and an Associate's Degree in Accounting from SENA.
What does she love most about her job?
"I love building strong relationships with clients so I can help the company retain loyal, long-term customers. I also like translating financial data into clear, actionable insights, proactively resolving issues, and coordinating with internal teams to deliver accurate, timely support. Seeing clients succeed and knowing my work helps them grow is highly rewarding."
When Juliana's not at work...
You'll find her reading novels, cheering on her favorite soccer team or following esports. She also enjoys spending quiet time with her cat Mara, as this helps her recharge and stay focused for work.
Favorites
Book: No One Writes to the Colonel, Gabriel Garcia Marquez
Drink: Frappé
Food: Pizza quattro formaggi
Place: Punta Cana
Reg is a member of our Operations Team. Full profile coming soon.
Accounting
Mary Pat Mitton is a highly accomplished CPA and our Client Accounting Services Director. She provides Financial Planning and Analysis, business advisory, and tax services to our valued business clients. Mary Pat holds degrees from Seattle University and Central Washington University. Before joining our team, she owned her own business and worked in the accounting department for several local businesses.
Mary Pat's unique background includes formal accounting training, a 15-year teaching career, and experience running a small business. This diverse experience allows her to understand business owners' needs and present complex accounting concepts in an easy-to-understand manner. Outside of work, she enjoys entertaining family and friends, flower farming, solving all manner of puzzles, and reading mystery books.
Sundus joined our team in July 2017 and brings nine plus years of experience in accounting, tax, and bookkeeping to the firm. She has built her career around supporting clients with their financial needs, with a strong focus on client service, problem-solving, and delivering practical solutions. Her work includes helping clients navigate tax, accounting, and financial challenges with clarity and confidence.
In her role as a CAS Senior Accountant, Sundus focuses on building strong, long-term relationships with clients by treating them as trusted partners. She is known for her communication skills, attention to detail, and ability to understand each client’s unique situation. Her approach centers on delivering accurate work while helping clients feel supported and understood.
Sundus holds an Associate Degree in Accounting from Westchester Community College, a Bachelor of Science in Accounting from Pace University (Pleasantville), and a Master of Science in Taxation from the University of New Haven. She is also QuickBooks Certified in both Desktop and Online.
What does she love most about her job?
"I love working on tax preparation and reviewing financial statements because they combine analytical thinking with helping clients achieve their goals. My favorite projects include preparing tax estimates, reviewing financial records, and completing tax returns accurately and efficiently."
When Sundus is not at work...
You'll find her staying active outdoors through hiking and cycling or at the gym. She enjoys spending quality time with family and friends and values maintaining a balanced and active lifestyle.
Favorites
Book: The Most Powerful Woman in the Room is You
Drink: Mint Margarita
Food: Adana Kebab
Place: Rocky Mountain National Park
Joe is a highly skilled and results-driven accountant with over 10 years of experience in the financial services industry, specializing in Client Accounting Services (CAS).
Known for delivering tailored financial solutions, Joe has built a reputation for helping businesses streamline their accounting processes, improve financial clarity, and achieve long-term growth.
With expertise spanning bookkeeping, financial reporting, payroll management, and cloud-based accounting technology, Joe partners with clients to provide end-to-end accounting support.
Whether working with small businesses, startups, or established companies, Joe is committed to ensuring clients have accurate, real-time financial insights to make informed decisions.
Sandi Hart joined our team in January 2008 and brings five decades of experience across accounting and Information Technology. As IT Director and Senior Accountant, Sandi specializes in accounting system integration, sales tax, inventory, and accounting processes, combining deep technical knowledge with a practical understanding of how systems and workflows impact clients and internal teams.
Sandi is an Enrolled Agent with the IRS whose unique blend of accounting expertise and technical systems knowledge allows her to design and implement efficient, scalable IT processes that support both client needs and firm operations.
In addition to her technical expertise, Sandi is known for her problem-solving skills and focus on process improvement. Her thoughtful, client-first mindset leads to consistently identifying opportunities to streamline workflows, improve accuracy and enhance the overall client experience.
What does she love most about her job?
"I love learning new things and implementing processes that save time for clients."
When Sandi is not at work...
Her favorite thing to do is be a grandparent! Sandi is also a self-described serial hobbyist who enjoys quilting, gardening, baking, genealogy, playing the piano, and working on jigsaw puzzles.
Favorites
Book: All the President's Men
Drink: Root beer float
Food: Homemade pizza with whole wheat sourdough crust, mozzarella, and Italian sausage
Place: Home
Angela joined the team in July 2007. She supporting both Client Accounting Services and manages firm's internal billing operations. With 19 years of experience, Angela brings deep expertise in financial reporting, tax preparation, and advisory support for early- to mid-stage businesses, while also keeping the firm's own operations running behind the scenes.
Angela holds a degree in Business Management and Accounting from Central Washington University and has been a certified QuickBooks ProAdvisor since 2009. She spent six years as the firm's primary point of contact for clients, a role that sharpened her ability to build lasting relationships through clear communication and timely problem solving. Known for her eye for detail and her talent for turning messy books into clean, accurate financials, Angela works closely with the tax and advisory teams to ensure every client's numbers are not just accurate but more importantly, meaningful.
What does she love most about her job?
"I love the people I work with and the collaboration. It's truly one of the best parts of my job. That and working with creative clients like event planners, florists, landscapers, architects, and designers, helping them grow and streamline their businesses. My favorite projects are clean-up engagements where I can dig in, find the missing pieces, and build clear, accurate financials that tell the story of the business."
When Angela's not at work...
You'll find her on a softball field coaching a 12U team alongside her husband. Three of their four kids play, including one at the college level. At home, she's likely in her garden or working on a canvas, with a passion for oil, acrylic, and watercolor painting. When her family isn't at a tournament, they're out hiking or camping.
Favorites
Book: Encyclopedia of Plants and Flowers
Drink: Root beer
Food: Tacos
Place: Her garden
Daniele is a CAS Accountant on our Accounting Team. Full profile coming soon.
Lara joined our team in January 2013 and brings over 12 years of experience in accounting, bookkeeping, and payroll. She has a well-rounded entrepreneurial background, having first run her own chiropractic practice where she also managed the bookkeeping and payroll. She later expanded into accounting by operating a bookkeeping and payroll business alongside the family CPA tax and advisory firm, giving her a strong foundation in both operations and client service.
In her role as a CAS Accountant, Lara combines strong technical skills with a genuine passion for working directly with clients. She is known for her ability to build trust, communicate clearly, and provide hands-on support. Her background allows her to understand the day-to-day realities business owners face while delivering practical and reliable guidance. She attended Muhlenberg College and is a QuickBooks Online certified professional.
What does she love most about her job?
"I love my Team! We have great mentors at the top and colleagues who look out for each other and like to collaborate. My favorite projects are helping business owners understand and learn more about their business through the numbers."
When Lara's not at work...
You'll find her teaching Body Pump group exercise classes, something she has done three times a week for the past 17 years. She enjoys traveling, practicing yoga, reading, and gardening. She has been married for 31 years and loves spending time with her two sons.
Favorites
Book: A Man Called Ove
Drink: Margarita
Food: Pizza
Place: Hatteras, Outer Banks, NC
Patty is a CAS Accountant on our Accounting Team. Full profile coming soon.
Rilee joined our team in November 2020 and brings over ten years of experience in accounting and client advisory services to our Client Accounting Services team as an Accountant in Charge. She has worked with a broad range of business types, including industries with complex books such as construction. Rilee thrives on helping businesses get compliant, organized, and set up for long-term success.
Rilee holds a Bookkeeping Certificate from EVCC and is a QuickBooks Online ProAdvisor, maintaining her certification annually since 2020. She is also Microsoft Excel Certified and brings a strong technical foundation to her role. Rilee combines deep problem-solving skills with a passion for teaching to help business owners confidently understand and manage their accounting systems.
What does she love most about her job?
Around here, Rilee's nickname is the Clean-up Queen, because she loves taking messy or incomplete books and turning them into something clean, accurate, and usable. She also enjoys working with startups and new business owners, as it gives her the opportunity to train clients and help them understand what's happening in their accounting, even if they are not the ones doing the day-to-day work.
When Rilee's not at work...
You'll find her spending time with her husband and two kids, camping as often as possible from late spring through early fall, always in a tent! She is a firm believer that tent camping is the only real kind of camping. Rilee also enjoys baking, crocheting, cleaning, reading, and consuming impressive quantities of coffee. Fun fact: Rilee orders mac & cheese every meal out if it's on the menu, no matter how fancy the restaurant.
Favorites
Book: Heartless Hunter: The Crimson Moth
Drink: 12oz iced triple white chocolate chai americano with cream, no water
Food: Mac & cheese
Place: Mexico
Hillary supports our Client Accounting Services Team. After attending Seattle Central, she gained valuable and varied accounting experience working for construction, manufacturing and wholesale businesses. Her passion for problem solving makes her a great fit at an accounting firm. She finds it incredibly rewarding to be able to help multiple clients at the same time.
When not working you will likely find Hillary running the Seattle Waterfront, training for her next race.
Danielle joined our team in January 2022 and brings four years of experience in accounting and advisory services. With a background in education, she approaches her work with a people-first mindset, believing that strong financial guidance starts with trust, understanding, and meeting clients where they are. Danielle focuses on supporting the person behind the numbers and helping clients build a foundation that allows them to thrive.
Danielle holds a Master's Degree in Education from UCLA and a Bachelor's Degree in Psychology from the University of Colorado Boulder. She has completed the Client Advisory Roadmap Workshop in Business Management & Organization and QuickBooks Online Certification Level 1.
What does she love most about her job?
"I love helping people and continually improving. I am grateful for the ability to collaborate and learn from my teammates."
When Danielle's not at work...
You'll find her practicing yoga, planning her next trip or enjoying a cozy day at home. She volunteers as a Feline Friend at her local humane society and loves spending time with family. Danielle is a proud mom of two college-aged kids.
Favorites
Book: The Alchemist
Food: Warm oatmeal chocolate chip cookies
Place: A state of mindful gratitude
Jenn joined our team in June 2020, bringing over 20 years of experience supporting small businesses with bookkeeping, accounting, and operational management, primarily in the construction and small boat commercial fishing industries. She graduated from the Non-Profit Arts Management Program at Seattle Central College before launching her accounting career.
Jenn's background has made her a strong independent problem solver with a deep understanding that every set of books is unique. She focuses on helping clients maintain accurate systems and navigate compliance with confidence. Her experience managing small business operations, combined with mentorship in advanced accounting practices, has shaped her attention to detail, problem-solving mindset, and commitment to delivering reliable, thoughtful support.
What does she love most about her job?
"I get the most gratification out of my job when I can help independent business owners feel less stressed and mystified by a system that's incredibly difficult to navigate. I take particular pride in being a sales and B&O tax sherpa, and helping business owners avoid unpleasant surprises down the road by ensuring their systems are running correctly from the get-go. I feel the best about the work I do seeing the stress leaving a client's body when they know I've got things covered."
When Jenn is not at work...
You'll find her spending quality time with friends in the great outdoors or exploring the nearest forest. She also enjoys creating portraits of her pets using colored pencil, acrylic paint, and occasionally clay. Her home includes one dog in each size (tiny, medium, large) and one enormous cat.
Favorites
Book: Debt by David Graeber
Drink: Cold barley tea
Food: Simmered kabocha squash
Place: Anywhere in the woods with my friends
Jeff is a CAS Accountant on our Accounting team. Full profile coming soon!
Barbara is a CAS Bookkeeper on our Accounting Team. Full profile coming soon.
Gina joined our team in January 2026, bringing six years experience as a staff accountant. Her background includes managing month-end close processes, account reconciliations and financial reporting. She also has experience with payroll preparation and managing accounts receivable and accounts payable processes.
Gina holds a Bachelor's Degree in Public Accounting from Universidad del Norte and a Technical Degree in Accounting Operations and Records from SENA.
A reliable self-starter, Gina takes initiative and ownership to drive workflow efficiency and support teams with accurate and timely financial information. Through detailed review and reconciliation, she resolves the complex accounting issues that hold clients back.
What does she love most about her job?
"I truly enjoy accounting and working with numbers. I like organizing information, identifying issues, and making sure everything is accurate and well-structured. I enjoy my work so much that it feels natural and fulfilling rather than an obligation."
When Gina's not at work...
You'll find her spending time with her family, dancing or roller skating. For Gina, there's no such thing as too much beach time!
Favorites
Drink: Coca-Cola
Food: Pasta
Place: The beach
Heather brings decades of hands-on accounting experience and practical knowledge across a variety of business environments to our team. Her background includes experience in both private industry and firm settings, along with a long tenure at a large professional services organization. She has developed strong foundational accounting skills through years of real-world application.
Her role supports bookkeeping and accounting functions for clients, helping maintain accurate records and consistent financial reporting. She is known for her reliability, attention to detail, and ability to steadily contribute to the team’s workflow.
What does she love most about her job?
"I enjoy working through the details of accounting and helping keep records accurate and organized."
When Heather is not at work...
You'll find her enjoying an active and adventurous lifestyle, including riding her Harley Davidson, camping, and off-roading. She also enjoys spending time in Florida and values time with her family as a proud mom of five and grandma to four.
Manny joined our team in April 2008. His accounting and business operations career spans 40+ years across a wide range of roles including bookkeeper, accountant, auditor, controller, secretary/treasurer, and consultant. His experience spans multiple industries, with a strong focus on automobile dealerships, as well as nonprofit organizations, retail, food manufacturing, and restaurant businesses.
Manny brings decades of hands-on experience and a deep understanding of accounting processes across various business types. He is known for his consistency, practical knowledge, and ability to support accurate financial reporting while adapting to the unique needs of each client. He holds a Bachelor of Science in Business Administration in Accounting from the University of the East in Manila, Philippines.
What does he love most about his job?
"Daily accounting routines, payroll and reporting financials."
When Manny is not at work...
You'll find him enjoying time on the golf course or singing karaoke.
Favorites
Book: The Godfather
Drink: Red wine
Food: Adobo
Place: Hawaii
Tax
Joseph is a Tax Leader on our Tax Team. Full profile coming soon.
Brian is a Tax Leader on our Tax Team. Full profile coming soon.
Ron is a Tax Senior on our Tax Team. Full profile coming soon.
Rudy joined our team in June 2023 and brings four years of experience in tax compliance, planning, and advisory services. He works closely with business owners and individuals to provide tax-focused guidance that supports strategic decision making. His background includes preparing and reviewing complex tax returns, researching tax issues and identifying planning opportunities.
Rudy holds a Bachelor of Science in Finance & Accounting and a Master of Science in Accounting from the University of Colorado Boulder. He is also a Certified Public Accountant (CPA) in the State of Colorado.
In his role as a Tax Senior, Rudy focuses on helping clients navigate complex tax matters with clarity and confidence. He is known for his analytical approach, problem-solving abilities, and collaborative mindset, working closely with both clients and team members to deliver thoughtful and effective solutions.
What does he love most about his job?
"I enjoy helping businesses solve complex challenges while working with a collaborative and fun team. I especially enjoy projects that combine tax planning with strategic advisory work."
When Rudy is not at work...
You'll find him spending time outdoors fly fishing and hiking in the summer or skiing in the winter. He enjoys staying active year-round and always brings his dog Scout along as his adventure buddy.
Favorites
Book: The Great Gatsby
Drink: Lemonade
Food: Tacos Al Pastor
Place: Leadville, CO
Kevin is a Tax Senior on our Tax Team. Full profile coming soon.
Lisa is a seasoned tax professional at Proactive Tax & Advisory, with over 20 years of experience in CPA firms and running her own business. She specializes in small business accounting services, offering expertise in tax planning, compliance, and client accounting solutions. Lisa is dedicated to helping small business owners streamline their financial processes, optimize tax strategies, and achieve long-term financial success. Her deep understanding of accounting practices and proactive approach ensures her clients receive tailored advice to meet their unique needs.
Christine is a trusted financial strategist dedicated to helping clients maximize profits, streamline operations, and make confident, informed financial decisions. She has over 15 years of extensive experience supporting high net worth clients, small family offices and business owners across a wide range of industries. Christine delivers tailored financial solutions, ranging from business advisory to financial reporting, bookkeeping, and tax preparation. Her goal is to take the stress out of financial management, ensuring clients feel secure and confident that their financial matters are being handled with expertise.
Prior to her career in finance, Christine spent over 12 years in corporate roles at leading companies such as IBM, Dun & Bradstreet, and Bristol Myers Squibb. She specialized in project management, data analysis, problem resolution, and client relationship management—leading numerous initiatives to develop and enhance back-office systems, including payroll, benefits, and financial reporting platforms.
Christine holds a BA in Mathematics from Boston College and an MBA from Pace University. She resides in Northern Westchester with her husband and is proud to have raised two sons who are now thriving independently.
Jenn joined our team in January 2023 and brings three years of experience in tax preparation, tax strategy, and business advisory services. She works closely with clients on compliance and planning, helping them navigate tax decisions with clarity while supporting their broader financial goals across different stages of life and business.
In her role on the tax team, Jenn focuses on tax preparation, tax strategy, business advisory, and client relationship management. Her prior background in restaurant management strengthens her ability to problem-solve, communicate clearly, and build strong, long-term client relationships, skills she now applies daily in her tax and advisory work.
What does she love most about her job?
"I love working directly with our clients and building long term relationships with them. My favorite part is helping people through different stages of life. Buying homes, changing jobs, growing families, etc."
When Jenn's not at work...
You'll find her cooking, hiking, traveling, reading, or watching college football (Go Noles!). She loves spending time outdoors with her fiance, Brandon, and their golden retriever, Arnold.
Favorites
Book: Holes
Drink: Iced latte
Food: Quesadillas
Place: Anywhere by the water!
Jen joined our team in January 2023, bringing three years of experience in tax preparation, planning and strategy. She is known for her strong attention to detail, clear communication style, and ability to guide clients through complex tax matters with confidence and care.
Her career change into tax preparation and advisory was a natural transition, as over two decades in the mortgage industry built a strong financial foundation to grow from. She is experienced in processing, underwriting, originating, closing, compliance, and worked as a certified title agent. Jen possesses an innate ability to explain complex concepts clearly to a diverse range of clients, allowing her to deliver practical, actionable guidance that helps them achieve their goals.
What does she love most about her job?
"I enjoy collaborating with my coworkers, they are talented, supportive, and truly great people to work alongside. I'm especially energized by solving complex problems and guiding clients toward beneficial, practical solutions. While taxes may be obligatory, helping clients move from reactive compliance to proactive tax strategies is what gives my work real purpose and meaning."
When Jen's not at work...
You might find her kickboxing with dramatic enthusiasm, meditating in the park, painting the ocean views she misses or dancing to Latin music with joyful abandon. She is deeply relationship-driven and finds the greatest joy in connecting with the world and the people around her.
Favorites
Book: Harry Potter series
Drink: Cafe con leche
Food: Arroz con gandules y churrasco
Place: Puerto Rico
Megan joined our team in January 2026, bringing four years of hands-on experience as an accounting and tax professional supporting small businesses and individuals. Her expertise includes bookkeeping, tax prep, IRS responses, and business compliance. She has completed coursework in Business & Accounting at Baker College.
Megan's background working with client-focused online businesses is a fantastic fit for our team, as her attention to detail and communication, relationship-building, problem solving and organizational skills help keep things running smoothly. Her related experience working in the county treasurer's office, assisting residents with property tax payments and account questions, further supports her ability to deliver excellence in client care.
What does she love most about her job?
"Bringing order to numbers and the satisfaction of making sure that everything balances and makes sense. Even more, I enjoy helping the client feel confident and less stressed about their finances and taxes."
When Megan's not at work...
You'll find her doing anything that allows her to be creative, from tackling DIY projects to working on her house, crocheting or thrifting for old furniture and decor. She has a daughter, Avery Jade, that she loves spending time with and an Aussiedoodle named Chewy. She also loves traveling and live music.
Favorites
Book: The Slight Edge by Jeff Olson
Drink: Coffee
Food: Tacos
Place: Anywhere warm and on a boat
Denise is a Tax Associate on our Tax team. Full profile coming soon!
Chris joined our team in early 2023, bringing prior experience in accounting and tax preparation. After taking time away from the workforce to raise her children, she returned to the profession during tax season to support the firm’s tax team. Her background in taxation gives her a solid foundation for assisting with tax return preparation and related seasonal workflow. She holds an undergraduate degree in accounting from The Ohio State University.
In her role on the tax team, Chris supports tax season preparation work and contributes to the accurate and timely completion of returns. Her prior background in corporate, partnership, and individual taxation helps her bring consistency, attention to detail, and a strong understanding of tax preparation processes to the team.
What does she love most about her job?
"I enjoy supporting the team during tax season and working through the details to help ensure everything is prepared accurately."
When Chris is not at work...
You'll find her enjoying everything Colorado has to offer, from hiking, skiing, and biking to creative hobbies like weaving, knitting, and quilting.
Carlos joined our team in June 2025, bringing three years of experience working in tax and accounting roles, with a strong focus on payroll taxes, individual tax returns, and corporate tax compliance. His background includes handling multi-state payroll tax filings, resolving discrepancies, ensuring accurate and timely submissions, and supporting day-to-day accounting operations including Accounts Payable and Accounts Receivable.
Carlos holds a Bachelor's Degree in Economics from Universidad Popular de Cesar.
In addition to leveraging problem solving and analytical skills to resolve complex payroll tax and billing discrepancies, Carlos is a talented relationship builder and a team player capable of working across departments to meet deadlines.
What does he love most about his job?
"What I love most about my job is analyzing data and making sure everything is accurate and well organized. I enjoy reviewing details, verifying that processes are handled correctly, and the satisfaction that comes from knowing everything is in order and properly managed."
When Carlos is not at work...
You'll find him dancing! He loves learning new styles of dance and enjoys choreography. He loves his family of two cats deeply, and values calm environments and moments of tranquility. Carlos has a special appreciation for the beach and ocean vibes.
Favorites
Book: The Power of Now
Drink: Mojito
Food: Lasagna
Place: The beach
Marcela joined our team in January 2026, bringing five years experience in accounting, taxation, and payroll for both Colombian and U.S.-based companies. She has successfully managed the full accounting cycle, along with tax compliance, financial analysis, and account reconciliations to support strategic decision-making for clients.
Marcela holds a Bachelor's Degree in Public Accounting and Masters Degree in International Tax Management from Universidad EAFIT. She has also completed a Certification in Accounting Fundamentals from Portland Community College, Income Tax & IFRS from CETA, and a certification in advanced Excel applications from Universidad EAFIT.
What does she love most about her job?
"What I enjoy most about my work is being able to help others by providing reliable solutions to their accounting and tax needs. I am passionate about learning and improving processes, understanding how they work, and finding ways to optimize them."
When Marcela's not at work...
You'll find her spending quality time with friends & family, training at the gym, skating, or going for a walk. She loves to travel, explore new places, and try new restaurants.
Favorites
Book: 100 Years of Solitude
Drink: Mandarin juice
Food: Hamburgers
Place: The beach
Chris is a third-year student at Hofstra University majoring in accounting and is currently on the path to attaining his CPA license. His strong work ethic and discipline are rooted in his years as a highly competitive ice hockey player, where commitment and resilience were second nature. These qualities continue to drive his success both academically and professionally. Inspired by the healthy competition with his twin brother, Chris brings a focused and motivated mindset to every task. He is eager to grow in the field of accounting and contribute meaningfully to the team.
