Being the 3rd generation of my family to be born in California, of course I went to college in California; San Jose State University. Originally a Liberal Arts major, an evening job working at a local tax office revealed my true calling. I changed my major to accounting and haven’t looked back!
Joining a local Oceanside firm, I completed my CPA internship by performing the needed audit hours and worked many tax seasons, becoming a seasoned professional.
But life changes, and determined to spend more time with my new family, in 1992 I accepted a position as a Sales and Use Tax Auditor with the State Board of Accountancy. I stayed with the SBOE for 8 years, leaving with the title of Senior Tax Auditor and a strong audit background.
In 2000, I returned to public accounting as a staff CPA on the Partnership track. In 2009, my firm purchased an existing Rancho Bernardo firm, and I became a partner in the new tax and accounting firm. In 2011 we purchased an additional firm in Mission Valley, and I became the Partner- in-Charge of the Rancho Bernardo office, with over 1,000 tax clients and a strong emphasis on Trust & Probate Estate taxes and fiduciary accountings.
When a tax practice in Oceanside became available in 2012, I jumped at the chance to come back home to North County Coastal, and put my name in the hat to buy the practice. The competition to purchase the firm was fierce, but my colorful personality and Trust & Estate knowledge won over the seller!
Located in the law offices of Greenman, Lacy, Klein, Hinds, Weiser and Heffron, my firm specializes in helping individuals through the process of Trust & Probate Estate administration, preparation of fiduciary tax returns and fiduciary accountings. We also have a large personal and business income tax practice.
Outside of work I love spending time with my family, reading, traveling, (especially to Scotland), and am a professional vocalist who has been privileged to sing with many great groups in San Diego.
- Member of the Board of Directors of the Boys and Girls Club of Oceanside
- Chief Financial Officer of the Boys and Girls Club of Oceanside
- Member of the California Society of Certified Public Accountants
- California State Board of Equalization Sustained Superior Accomplishment Award
- Performed a cappella Madrigals on-stage at the Old Globe Theater in Balboa Park