Lizeth Castro-Frias

Emerging from the prestigious University of California, Davis, Lizeth brings a fresh and enthusiastic perspective to our team, armed with a degree in Economics. Her journey with us began as an intern during the 2021 tax season, where she showcased her dedication and aptitude, ultimately culminating in her joining our esteemed firm. As of 2022, Lizeth has transitioned into a full-time role, gracing our Menlo Park office as a tax associate.

Lizeth’s academic foundation, combined with her hands-on experience during her internship, positions her to deliver outstanding service to our clients. At SD Mayer, we’re not just proud of the expertise Lizeth brings to the table but also her unwavering commitment and passion for the world of taxation.

Sara, a bright alumna from the esteemed University of California, Davis, has seamlessly woven her academic foundation in Economics into her professional trajectory. Her association with us began during the 2021 tax season, when she graced our team as an intern, effortlessly showcasing her commitment, prowess, and potential. Recognizing her innate talent and drive, as of 2022, Sara has embarked on her full-fledged journey with our firm, now serving as a tax associate in our bustling Menlo Park office.

Her academic background, coupled with the hands-on experience she garnered during her internship, empowers Sara to deliver comprehensive and impeccable service to our diverse clientele. At SD Mayer, we are not only inspired by the knowledge Sara brings to the table but also her unwavering enthusiasm and dedication to the intricate world of taxation. We look forward to her continued growth and contributions, as she embodies the future of our profession.

With an association stretching nearly a decade at SD Mayer and over 25 years deep-rooted in the financial services arena, Thérèse stands as a beacon of knowledge, efficiency, and dedication. Anyone on the wealth management team would testify that Thérèse is truly the backbone of their operations. Without her meticulous attention to detail, vast experience, and commitment, navigating the financial maze would be a daunting task.

Among her extensive repertoire of roles, Thérèse masterfully prepares and assists with client meetings, ensuring each interaction is seamless and productive. Her proficiency extends to creating and maintaining comprehensive financial plans. She oversees the intricate process of applications for investments and insurance, deftly manages underwriting for insurance clients, and ensures that policies are serviced promptly. Her role in distributing quarterly reports and managing IRA client’s annual Required Minimum Distribution epitomizes her efficiency and precision. Furthermore, Thérèse expertly navigates the administration of our Irrevocable Trust clients, handling aspects from banking and Crummey Letters to insurance premium payments.

However, Thérèse’s dedication is not confined to the corridors of SD Mayer alone. Thousands of miles away in Kenya, she has a second home and a second calling. Leading the non-profit, Sabore’s Well, she has played an instrumental role in building a school and installing two life-changing wells. This venture not only speaks volumes about her commitment to the global community but also reflects her compassion and desire to make a tangible difference.

For both SD Mayer and the communities in Kenya, Thérèse’s presence is an assurance of commitment, passion, and transformation. Her professional brilliance and humanitarian spirit are inspirations to us all.

SECURITIES AND ADVISORY DISCLOSURE:

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc. 

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In the vast universe of public accounting, Julie shines as one of its brightest stars. With a sterling career that spans over a quarter of a century, she is a testament to dedication, expertise, and versatility in the realm of finance.

Julie embarked on her journey with SD Mayer in 2013, and it has been a remarkable voyage of growth and achievement since then. With her experience enriching every corner of the firm, Julie is renowned for her specialization in the intricacies of nonprofits. But that’s just the tip of the iceberg. Julie’s brilliance knows no bounds, as she adeptly manoeuvres between outsourced accounting, tax, and audit departments with unparalleled ease. It’s a rare feat to find such multifaceted talent, making Julie an indispensable asset to the firm.

Operating from the Menlo Park office, Julie’s presence brings dynamism and depth to the team, being one of the select few who dedicate their time there consistently.

But like all seasoned professionals, Julie’s journey has been built on the bedrock of diverse experiences. Before her tenure at SD Mayer, Julie collaborated with Steve at BPM, further enriching her reservoir of knowledge. This was followed by a productive phase with Joanne, another stalwart partner at SD Mayer, during their time at Brown Adams. These experiences, stitched together, have given Julie a panoramic view of the accounting world, making her an authority in her domain.

Julie’s academic prowess is rooted in the esteemed corridors of San Jose State University, from where she secured her Bachelor’s degree. A licensed accounting professional for 23 of her 26 years in the field, she is a beacon of reliability, expertise, and dedication.

In Julie, SD Mayer doesn’t just have an accountant; they have a visionary, a strategist, and a mentor, all rolled into one.