Our mission

Our mission is to advise, educate and inspire families and businesses to realize their vision of success.

Meet our team

Jennifer Mitchell

Jennifer Mitchell, CPA, MS Tax

Founder and CEO

Rolly Hofstedt

Rolland “Rolly” Hofstedt, CPA

Senior Tax Accountant

Joe Silveira

Joe Silveira, MBA, CMA

Strategic CFO; Change Agent

Eve Pickett

Eve Pickett

Business Development and Operations Manager

Londan Merriman

Londan Merriman

Tax Accountant II

Omar Cardenas

Omar Cardenas

Tax Accountant

Karissa Griggs

Karissa Griggs

Senior Bookkeeper

Modesta Messer

Modesta Messer

Bookkeeper II

Julia Luquette

Julia Luquette

Bookkeeper II

Kevin Dennis

Kevin Dennis

Bookkeeper II

Tina Tulloch

Tina Tulloch

Client Care Coordinator