Financial Consulting, with a Personal Touch

 Julie is  a CPA that spent time at Ernst and Young as a Tax Manager, and has experience in Corporate Tax in Real Estate, Pharmaceutical, and Distribution companies.  She has also serviced business owners and high wealth individuals, and their associated businesses.  She has a bachelor's degree in Business Administration with an emphasis in Accounting from the University of California, Riverside, and a Masters in Tax from Golden Gate University. 

Julie has completed several marathons and loves to cook.  Julie and Todd have been married for almost twenty years and have two daughters who are active in softball, scouts, and their church.

Todd is a CPA, CFE, and CGMA that spent time at Grant Thornton as an Audit Senior, and has experience in Financial Service, Pharmaceutical, Manufacturing, and Not-For-Profit industries.  He has provided audit, review, compilation, agreed upon procedures, and forensic services for his clients.  He has a bachelor's degree in Business Administration with an emphasis in Accounting from the University of California, Riverside, a Masters of Science in Business Administration with a concentration in Finance from San Diego State University, and a Masters in Legal Studies with emphases in Corporate Compliance and HR/Employment Law from Arizona State University.