our mission

To advise, educate and inspire families and businesses to realize their vision of success.

Meet our team

  • Jennifer Mitchell, CPA, MS Tax

    Founder & CEO

  • Rolland “Rolly” Hofstedt, CPA

    Senior Tax Accountant

  • Joe Silveira, MBA, CMA

    Strategic CFO

  • Eve Pickett

    Business Development & Operations Manager

  • Laura Murphy, CPA

    Senior Tax Accountant

  • Omar Cardenas, CPA

    Tax Accountant

  • Modesta Messer

    Bookkeeper II

  • Julia Luquette

    Bookkeeper II

  • Kevin Dennis

    BookkeeperII

  • Elle Scarberry

    Bookkeeper

  • Tina Tulloch

    Client Care Coordinator