Client Portal

Please sign in to your account:

Email:
Password:
Forgot your password?
powered by Citrix ShareFile

Call us: (800) 748-4159


Check our background on FINRA's BrokerCheck

Meet Our Team

Click on any photo or name to view a brief bio.

Nick Hodges
Nick Hodges, CPA, MBA

Founder (Retired)
Matthew Apodaca
Matthew Apodaca,
CPA, CGMA, RFC®

Managing Partner
Tax & Wealth Advisor
Tim Higgins
Tim Higgins,
CFP®, CPA/PFS, CGMA

Managing Partner
Tax & Wealth Advisor
Wendi Hall
Wendi Hall

Managing Partner
Ken Blake
Kenneth Blake, CPA, EA

Senior Tax Advisor
Paul Apodaca
Paul Apodaca, EA, RFC®

Tax & Wealth Advisor
Assistant Controller
Sam Osborne
Sam Osborne, EA, RFC®

Tax & Wealth Advisor
Tax Operations Manager
Jean Kwon
Jean Kwon, CPA, RFC®

Tax & Wealth Advisor
Betty Ludeke
Betty Ludeke, CPA, RFC®

Tax & Wealth Advisor
Travis Cramer
Travis Cramer, CPA

Tax Advisor
Amanda Juarez
Amanda Juarez, EA

Tax Advisor
Bryan Dang
Bryan Dang, EA

Tax Associate
Rashi Vora
Rashi Vora, CFS®, CES®

Vice President, Operations
Financial Planning Division
Robin Fulton
Robin Fulton, AIF®, CDFA

Client Services Associate
Financial Planning Division
Sarah Bevins
Sarah Bevins

Registered Admin Assistant
Financial Planning Division
Marissa Harris
Marissa Harris

Administrative Assistant
Financial Planning Division
California Notary Public
Donna Wright
Donna Wright

Relationship Manager
Consulting Division
Craig Lester
Craig Lester

Accounting Consultant
Consulting Division
Kevin Osako
Kevin Osako

Staff Accountant
Consulting Division
Stacey Putney
Stacey Putney

Staff Accountant
Consulting Division
Ana Plasencia-Garcia
Ana Plasencia-Garcia

Data Entry Specialist
Consulting Division
Jeanette Readinger
Jeanette Readinger

Senior Staff Accountant, Team Lead
Accounting Division
Jyoti Parashar
Jyoti Parashar

Senior Staff Accountant
Accounting Division
Diana (Dee) Cortez
Diana (Dee) Cortez

Office Coordinator
Suzy Geli
Suzy Geli

Admin & Assembly Team
California Notary Public
Diana McElroy
Diana McElroy

Admin & Assembly Team
California Notary Public
Sakura Mok
Sakura Mok

Receptionist & Admin Team
Christy Medina
Christy Medina

Admin Team
Sakura Mok
Kady Williams

Admin Team
 
Member of AICPA
BDO Alliance USA
Member of CalCPA