San Francisco Headquarters

Boasting over a decade of experience in public accounting, Angelica stands out as a seasoned tax expert within our team. Her forte encompasses comprehensive tax preparation services for individuals, corporations, partnerships, and nonprofit organizations. Additionally, she plays a pivotal role in the meticulous management of diverse tax projects, ensuring every detail aligns with the highest standards of accuracy and compliance.

Before gracing SD Mayer with her expertise, Angelica collaborated with Noel McNabola at PMB Helin Donovan. Their dynamic partnership spanned approximately 3 years until the pivotal moment in 2016 when SD Mayer welcomed PMB Helin Donovan into its fold.

Angelica’s strong foundation in accounting is accredited to her academic achievements at San Francisco State University, where she earned a Bachelor of Science in Accounting. As a tenured professional with an impeccable track record, Angelica remains a cornerstone of our firm’s tax and accounting endeavors.

Jamie Bell brings a wealth of experience and a diverse skill set to her role as Executive Assistant to the Managing Partner at SD Mayer. With her meticulous organization skills and a keen eye for detail, Jamie is instrumental in streamlining the daily operations of the firm’s leadership, ensuring efficiency and productivity at the highest levels.

Before joining SD Mayer, Jamie honed her expertise at Grant Thornton LLP, where she played a pivotal role in supporting senior management. Her tenure at Grant Thornton allowed her to develop a deep understanding of the nuances of professional services firms, making her an invaluable asset to SD Mayer’s executive team.

Jamie’s professional journey is characterized by a diverse background that spans finance and law, providing her with a unique perspective that she leverages to address the complex needs of the managing partner’s office. Her problem-solving abilities and proactive approach to challenges make her a central figure in the firm’s operations.

Academically, Jamie pursued computer science at California State University, Chico, equipping her with a strong foundation in technology that enhances her effectiveness in her current role. Her technical skills allow her to navigate and manage the digital aspects of her responsibilities with ease.

Outside of her professional life, Jamie is an empty nester and a proud mother to an active college student. She cherishes spending quality time with her family and friends, sharing meals, and exploring local sites, attractions, and nature. Jamie’s love for the outdoors and her community often sees her discovering new places and experiences.

In her free time, Jamie indulges in a variety of creative pursuits that reflect her artistic side. She is passionate about reading, music, and crafting, with a particular talent for making friendship bracelets for events. Additionally, Jamie enjoys sewing, crochet, and embroidery, hobbies that not only allow her to express her creativity but also bring joy to those around her through her handmade creations.

Jamie Bell’s multifaceted career and personal interests highlight her dynamic personality and dedication. At SD Mayer, she continues to make significant contributions through her professional role while enriching her life and the lives of others with her hobbies and family-oriented values.

With a distinguished career that spans three decades, John Benjamin brings to SD Mayer a wealth of knowledge encompassing entrepreneurship, real estate development, accounting, and management consulting. His dynamic experiences have seen him delve deep into the intricacies of finance, real estate development, and hospitality services. John’s remarkable acumen in fundraising, team development, and strategy consulting positions him as a leader par excellence within our firm.

At SD Mayer, John spearheads the business development department. His role is crucial to the relationship management of all client engagements. With an unwavering commitment to excellence, he drives the expansion and growth initiatives of the firm, ensuring our services not only meet but exceed the expectations of our clients.

Before his instrumental role at SD Mayer, John demonstrated leadership at Golden Gate Global as their Director of Project Development. Further testament to his multifaceted expertise, he has donned the hats of both CEO and CFO/Controller roles for various esteemed companies.

In John Benjamin, SD Mayer boasts not just a Director of Business Development, but a visionary dedicated to the firm’s continuous ascent in the world of business.

Seth, an accomplished accounting professional, became a pivotal part of our firm in 2022. His extensive accounting journey of two decades is characterized by a rich tapestry of industry engagements ranging from real estate, wineries, breweries, law firms, medical groups, to restaurants and retail establishments. Moreover, Seth’s client portfolio is diverse, catering to both individuals and closely-held businesses, demonstrating his versatility and depth of expertise.

Hailing from the Central Valley, Seth’s odyssey took him to Wisconsin post-college, where he earned his CPA credentials. This achievement was soon followed by procuring his CPA license in California. His quest for excellence led him to the vibrant Bay Area, contributing his prowess to renowned firms such as BPM and Elsberg & Garrett in Walnut Creek. Ultimately, he found his professional home with us at SD Mayer. Alongside a Bachelor’s of Science in Business Administration, Seth is on the cusp of adding a Master’s of Science in Taxation to his academic achievements this coming August.

Beyond the confines of balance sheets and tax codes, Seth is an avid outdoors enthusiast. His leisure pursuits encompass golf, culinary adventures, wine tasting sessions, and a penchant for exploring exquisite micro-brews. At SD Mayer, Seth isn’t just an accountant; he’s a multifaceted professional whose passion extends beyond ledgers to life’s finer joys.

When Josiah joined the team as an audit associate in fall 2023, he brought with him a unique perspective shaped by his prior stint in finance. Working as a loan officer at Aegis Lending Corporation, Josiah navigated the intricate world of finance, where precision, attention to detail, and a keen sense for numbers were paramount. This invaluable experience undoubtedly serves as an asset in his new role as an audit associate, allowing him to see beyond just the numbers and understand the story they tell.

His academic journey is just as impressive. Earning his bachelor’s degree from the esteemed California State University East Bay, Josiah pursued Business Administration with a concentration in accounting. This solid foundation in business and accounting principles has prepared him well for the challenges of the auditing world. And now, with his active preparation for the CPA exam, Josiah underscores his commitment to excellence and a desire to continuously enhance his professional credentials.

But there’s more to Josiah than just work and academia. He values the bonds of relationships, cherishing the time spent with his partner of over a decade. Together, accompanied by their two loyal dogs, they make memories, exploring the great outdoors. Whether it’s a weekend getaway or a longer vacation, Josiah and his partner are always on the lookout for the next adventure, making the most of their time together and embracing the beauty of the world.

In sum, Josiah’s journey from finance to auditing, combined with his love for adventure and family, make him a well-rounded professional and a valuable member of the team. His experiences both inside and outside the office contribute to a unique perspective that enhances his professional contributions.

At the heart of SD Mayer’s operations, you’ll find Stephanie, ensuring everything runs smoothly and efficiently. As the face and voice of our firm, Stephanie’s warm and welcoming presence ensures each visitor or caller feels valued and attended to from the moment they engage with us.

Stationed at our front desk, she masterfully routes every incoming call, ensuring each inquiry reaches its intended destination swiftly. But Stephanie’s role extends far beyond the reception. She is the unsung hero behind many administrative tasks that keep our office functioning seamlessly. From diligently handling mailings and meticulously managing our office supplies, to brewing that perfect pot of coffee every morning and ensuring there’s always a snack to keep our energy levels up – Stephanie does it all with a smile and unmatched dedication.

Next time you’re at SD Mayer, make sure to greet Stephanie. She’s not just our Front Desk & Administrative Assistant; she’s the pulse of our operations and the embodiment of our firm’s commitment to stellar client service.

Valeria Gutierrez is an enthusiastic marketing intern at SD Mayer & Associates LLP, bringing a rich blend of experience and academic prowess to the team. With three years of experience working at a law school admissions office and a pivotal role on the finance team for a San Francisco mayoral campaign, Valeria has developed a strong foundation in both administrative and financial operations.

Currently attending the University of San Francisco (USF), Valeria is pursuing a double major in Finance and Marketing with a minor in Economics. This dual focus equips her with a comprehensive understanding of the firm from two crucial perspectives, enhancing her ability to contribute effectively to marketing strategies and financial insights.

Valeria’s strong family ties keep her rooted in the Bay Area, where she enjoys close relationships with her relatives. She frequently visits her extended family in Mexico, maintaining a strong cultural connection. A passionate sports enthusiast, Valeria and her father are avid fans of college softball, particularly the UCLA team, and they relish attending games together.

In her free time, Valeria enjoys traveling, running in Golden Gate Park, and immersing herself in Nicholas Sparks novels. Her diverse interests and dynamic background make her a valuable asset to SD Mayer & Associates, where she continues to grow and make meaningful contributions.

Valeria Gutierrez’s dedication, diverse experience, and academic excellence position her as a promising talent in the fields of marketing and finance, bringing fresh perspectives and enthusiasm to SD Mayer & Associates LLP.

Joining SD Mayer in 2018 through a coveted internship program with CalPoly, Kelly’s journey from an intern to a full-fledged member of the audit team is a testament to her dedication, skill set, and unparalleled work ethic. The seeds of her professional foundation were sown during her internships with esteemed firms, Moss Levy & Hartzheim LLP and Deloitte. These experiences imbued her with a nuanced understanding of the audit and accounting world, preparing her for the challenges ahead.

At SD Mayer, Kelly has proven to be an invaluable asset. Her analytical prowess is evident in her ability to dissect complex financial statements, ensuring they adhere to the highest standards of transparency and accuracy. Specializing in financial report audits, she collaborates seamlessly with our tight-knit audit team, contributing to both the strategic and operational facets of the audit process.

Holding a Bachelor’s degree in Accounting from Cal Poly SLO, Kelly combines her academic grounding with practical insights, ensuring her clients receive top-tier audit services. As she continues to evolve and grow with SD Mayer, Kelly is undoubtedly set to achieve many more milestones in her illustrious career.

Having kick-started his career with some of the most prestigious accounting firms in the region, including Young, Craig and Co LLP, Andersen, and Seiler LLP, Joe brings to SD Mayer a wealth of experience and a profound understanding of private client services. He joined our firm in 2022 and has rapidly become an integral member of our tax team.

Joe specializes in individual, estate, and trust returns. His adeptness at tax planning, especially for high net-worth clients in the Bay Area, is a testament to his expertise and dedication. Each project Joe undertakes reflects his commitment to precision, comprehensive research, and client satisfaction.

An alumnus of the University of San Francisco, Joe holds a degree in Finance. Currently, he’s ardently pursuing his CPA license, underscoring his commitment to continuous learning and professional growth. Excited by the myriad opportunities at SD Mayer, Joe is keen on broadening his horizons and scaling new heights in his career.

Outside the professional arena, Joe has a rich personal life. He cherishes moments spent with his long-time girlfriend, Madie, and shares a special bond with his senior Chihuahua, Slim. A sports enthusiast, Joe can often be found on the golf course or the tennis court, perfecting his game. A self-confessed foodie, Joe loves exploring the myriad gastronomic delights the City offers, always on the hunt for the next best restaurant.

At SD Mayer, we are thrilled to have Joe on board, confident that his unique blend of expertise, passion, and dedication will continue to contribute significantly to our firm’s growth and success.

Ron Levy is a dedicated tax associate at SD Mayer & Associates LLP, bringing over two years of specialized experience in tax preparation and R&D tax credit studies. His professional journey includes valuable roles at Krohn Watters Hicks LLP, Andersen Tax LLC, and Fondo, where he honed his expertise in working with agricultural, gaming, and biopharmaceutical companies.

Ron graduated from San Jose State University in 2022 with a Bachelor of Science in Economics, providing him with a strong analytical foundation to navigate the complexities of tax regulations and credits. His meticulous approach and dedication to his clients ensure they receive the most accurate and beneficial tax solutions.

Beyond his professional achievements, Ron is a certified PADI Rescue Diver, showcasing his commitment to safety and precision. He enjoys an active lifestyle, often embarking on long hikes and bike rides. His hobbies also include scuba diving, road biking, video gaming, and water skiing, reflecting his adventurous spirit and diverse interests.

Ron Levy’s blend of professional expertise and personal passions makes him a valuable member of the SD Mayer & Associates team, where he continues to deliver exceptional tax services and insights to his clients.

At the intersection of ambition, vision, and relentless dedication stands Steve Mayer, the mastermind behind SD Mayer & Associates. With San Francisco as its backdrop, this accounting, consulting, and wealth management firm is a testament to Steve’s visionary spirit and unwavering commitment to excellence.

Before embarking on his journey with SD Mayer, Steve helmed the ship at Burr Pilger Mayer (BPM) as its CEO. His leadership acumen extended far beyond the accounting domain, with ventures spanning the eclectic realms of gastronomy, banking, and literature. From co-founding Presidio Bank to owning a slice of Books Inc., and even diving into the bustling restaurant scene, Steve’s entrepreneurial flair is evident in every endeavor.

Yet, what truly amplifies Steve’s professional prowess is his holistic approach. With an expansive career that encompasses accounting, consulting, and wealth management, he offers a rare 360-degree perspective. Whether it’s the intricate nuances of tax and accounting, strategic mergers and acquisitions, or guiding businesses with visionary advisory services, Steve is the quintessential professional his clients rely upon.

Beyond his business ventures, Steve’s heart beats for the community. Over four enriching decades, he has poured his time, energy, and passion into more than 15 non-profit boards. Noteworthy stints include the San Francisco Chamber of Commerce, the influential Bay Area Council, and the halls of Riordan High School, underscoring his commitment to giving back. The creation of the 5 Buckets Foundation is the legacy he leaves to future young adults seeking financial literacy education.

A man of letters, Steve has also penned three books, sharing his insights, experiences, and expertise with a wider audience. On the home front, San Mateo resonates with the joyous echoes of his family life, where he cherishes moments with his wife of over three decades and their three children.

And if there were any doubts about Steve’s zest for life, they were put to rest when, at 60, he embraced the grueling challenge of an Ironman. Not just a feat of physical endurance, it symbolized his indomitable spirit, proving that age is merely a number when one’s spirit remains unyielding.

In Steve Mayer, one witnesses the remarkable fusion of a visionary leader, a community pillar, and a man deeply committed to every facet of life.

Spanning over four illustrious decades, Noel’s journey in the accounting world is one of vision, innovation, and unwavering dedication. It began in the historic halls of Coopers & Lybrand (now transformed to the iconic PwC) in the heart of San Francisco. But for someone of Noel’s caliber, the journey was just beginning.

Taking the lessons and experiences from Coopers & Lybrand, Noel ventured into the world of entrepreneurship. Joining forces with the brilliant minds of Tony Pohl and Mike Berg, the trio gave birth to Pohl, McNabola Berg & Co., a testament to their combined vision and drive. But Noel’s ambition knew no bounds. 2006 saw him orchestrating a merger with Helin, Donovan, Trubee & Wilkinson from Austin, TX. The result? PMB Helin Donovan (PMBHD), a formidable entity boasting 150 dedicated employees and 22 visionary partners.

However, destiny had a poetic chapter waiting for Noel. In 2016, he found his way back to a familiar face, Steve Mayer at SD Mayer, both of whom had once been the torchbearers at Coopers & Lybrand. This reunion wasn’t just a professional merger; it was a full-circle moment that underlined the very essence of Noel’s journey.

Now, wearing the esteemed hat of the partner-in-charge of the tax department at SD Mayer, Noel continues to work his magic. With a special focus on high net-worth individuals and their associated pass-through entities like S-Corps, LLCs, and trusts, he has carved a niche for himself. His in-depth expertise in aiding ex-pat taxpayers and non-resident aliens ensures they find their way through the labyrinth of complex tax rules.

Beyond his professional prowess, Noel’s commitment to the community is commendable. As a proud member of the San Francisco Estate Planning Committee and the AICPA, he leaves no stone unturned. His past accolades include chairing the San Francisco Nonprofit Committee and representing the San Francisco chapter for CalCPA.

In the realm of accounting, Noel stands as a beacon of expertise, experience, and excellence.

Joining SD Mayer in 2020, Patrick stands as a testament to dedication, diversity, and depth in the world of finance. With nearly a decade of experience across a multitude of industries, his portfolio shines bright with a range of expertise – from astute budgetary projections to meticulous tracking of sales.

His profound understanding of financial analysis ensures that the numbers aren’t just numbers; they narrate a story, provide insights, and forecast a vision. When it comes to P&L ratios and expense reports, Patrick possesses an analytical prowess that offers clarity and foresight, making him an invaluable asset to the team.

Drew University, a renowned institution, recognized his zeal and passion, awarding him a Bachelor’s Degree in Economics. But education is just one facet of Patrick’s multifaceted persona. Living in the bustling streets of New York and the politically vibrant atmosphere of Washington DC has given him an expanded worldview, imbibing in him the pulse of two of America’s most iconic cities.

With Patrick on board, SD Mayer doesn’t just get an expert with numbers; they get a seasoned strategist, a curious economist, and a global citizen, all rolled into one. It’s not just about balancing the books; it’s about understanding the world through the lens of economics, and Patrick does that with aplomb.

If the world of accounting and operations at SD Mayer had an unsung hero, Wyatt would be wearing that cape. Joining the firm in 2018, Wyatt’s quick rise to the position of COO within just a year is a testament to his unparalleled skillset and forward-thinking approach.

With half a decade’s experience in the complex realms of operations and project management prior to joining the firm, Wyatt wasn’t just another run-of-the-mill operations professional. His distinctive engineering background brought an analytical rigor and a precision-oriented mindset to the table, setting him apart from the crowd.

While Wyatt’s primary role encompasses overseeing the multifaceted internal operations, including domains like IT, HR, billing, and project management, his involvement doesn’t just stop there. He is an intrinsic part of several of the firm’s consulting projects, especially when it boils down to the realms of data analysis and reporting. The man possesses an uncanny knack for diving deep into the vast seas of data, extracting pearls of insights that drive actionable strategies.

His prowess in analyzing intricate data streams and turning them into actionable intelligence has paved the way for the firm to enhance its productivity and revenue streams significantly. With Wyatt’s hand on the wheel, data isn’t just numbers. It becomes a story, a map, a guide to what’s next.

And while his analytical talents are commendable, whispers around the firm have it that Wyatt’s engineering genius isn’t just limited to accounting and operations. Tales of his capacity to engineer spacecraft and missiles are told in hushed tones, adding an aura of mystique around this operational wizard.

At SD Mayer, Wyatt is much more than just the COO. He is the bridge between numbers and narratives, the beacon guiding the ship through stormy seas of data, and the strategic compass pointing the way forward. With an engineer’s precision and an analyst’s insight, Wyatt is redefining the paradigm of operations at SD Mayer.

Pei-Ling Lee serves as the Programs and Partnerships Manager at the 5 Buckets Foundation, a nonprofit dedicated to empowering individuals at the start of their personal financial journeys with the knowledge and tools for lifelong financial success.

With a rich background in trauma-informed coaching and integrative wellness, Pei-Ling views financial literacy as a cornerstone of overall well-being. Her passion particularly shines as she guides individuals to develop a healthier, more mindful relationship with money.

A Bay Area native, Pei-Ling graduated summa cum laude from Boston College and furthered her studies abroad at the London School of Economics. She is an RYT-200 certified yoga teacher and a Mastery Method trained coach, bringing a holistic perspective to financial literacy education.

Winston Poppel is an Executive Associate with a strong foundation in business and accounting, having earned a Bachelor of Science in Commerce from the Leavey School of Business at Santa Clara University. During his time there, Winston took multiple accounting courses, gaining practical knowledge that complements his professional experience.

Winston’s work background includes serving as an Administrative Associate at Valley Gastroenterology in the summer of 2016, where he assisted with administrative tasks and gained insight into the healthcare industry. He also spent two summers working with the YMCA, first as a Counselor-In-Training in 2017 and later as a Junior Counselor in 2018, developing leadership, communication, and teamwork skills.

Outside of work, Winston enjoys an active lifestyle. He is passionate about sports, regularly participating in golf, tennis, pickleball, and table tennis. He also enjoys running, watching movies, TV shows, and sports, as well as playing games. Winston’s diverse interests reflect his energetic and well-rounded approach to both his personal and professional life.

Leo Robertson is the HR Coordinator at SD Mayer & Associates LLP, bringing a wealth of experience and a unique blend of skills to the role. With a decade of coordination expertise and four years dedicated specifically to human resources within accounting firms, Leo is well-equipped to manage the HR functions at the firm.

Leo’s professional journey began in 2014 when he moved to Los Angeles and joined a Hollywood advertising agency as an Office Coordinator. This role allowed him to develop strong organizational and event planning skills. He then spent three years at BuzzFeed, where he expanded his responsibilities and became a member of the Culture Club, further honing his people-focused skills. In 2020, Leo leveraged this extensive “people-experience” to pivot fully into HR, joining Duffy Kruspodin, LLP in Southern California before bringing his talents to SD Mayer & Associates.

Leo is an alumnus of UC Santa Cruz, where he majored in Film & Digital Media and minored in Literature. This academic background reflects his passion for film and television, and he is an avid enthusiast of new movies and shows. A self-described nerd, Leo loves reading sci-fi and fantasy novels, as well as comic books. His creative side is expressed through painting miniatures and playing tabletop roleplaying games. When not at home, Leo enjoys dancing in the city, showcasing his love for both social and creative activities.

Leo Robertson’s diverse background, combined with his dedication to human resources and his passion for culture and creativity, make him a vital asset to SD Mayer & Associates LLP. His multifaceted interests and extensive experience ensure he brings a dynamic and holistic approach to his role as HR Coordinator.

Robby, an esteemed Audit Associate at SD Mayer, joined our team in the fall of 2023. A seasoned auditor, he boasts a portfolio that includes working with esteemed firms such as EDD and Mah & Associates. Over the years, Robby has carved out a niche in payroll tax auditing, employee benefit plans, and in the intricate domains of nonprofit and governmental audits.

An alumnus of California State University East Bay, Robby holds a Bachelor’s degree in Business Administration with a special focus on Accounting. Passionate about continued growth, he’s currently navigating the pathway to securing his CPA license.

Away from the numbers and financial statements, Robby’s life is equally vibrant. A proud pet parent, he shares a bond with his golden doodle, Aace. A fitness aficionado, Robby’s regimen includes rigorous workouts and weightlifting sessions. His affinity for the outdoors often finds him hiking, while his quieter moments are reserved for indulging in literature.

April Rosario is a cornerstone of our administrative team, currently thriving as an office administrator. With a career that spans over two decades, April has been instrumental in supporting the seamless operations of her previous firm, Seifer Murken Despina James & Teichman, which became a part of SD Mayer in 2023. This merger brought her extensive experience and invaluable expertise into our fold, further enriching our firm’s capabilities.

April’s journey in the professional world began in the bustling environment of a small law practice, where she honed her skills and established herself as a pivotal member of the team. Her role primarily focused on administrative assistance, where she played a crucial part in the preparation of tax returns for individuals. Beyond this, April managed bookkeeping tasks with precision and care, ensuring financial records were meticulously maintained.

Her responsibilities didn’t stop there; April was also the go-to person for a plethora of general office duties. From copying, mailing, and scanning to managing office supplies, her role was central to keeping the day-to-day operations smooth and efficient. April’s ability to juggle these diverse tasks, all while maintaining a high level of organization and attention to detail, speaks volumes about her dedication and work ethic.

Outside the office, April leads a life full of exploration and enjoyment. She has a passion for traveling, always eager to discover new places and immerse herself in different cultures. When not on the move, April finds joy in window shopping, a leisurely activity that allows her to stay abreast of the latest trends and find inspiration. Dining with friends is another of her cherished pastimes, offering her the opportunity to unwind and relish good food and great company.

April Rosario’s blend of professional acumen and personal interests makes her a dynamic and beloved member of our team. Her contributions to the firm are immeasurable, and her spirit of collaboration and excellence continues to inspire those around her.

In the world of finance and wealth management, few names resonate as harmoniously as Dan’s. With a legacy spanning over three decades in the heart of the San Francisco Bay Area’s finance realm, he stands as a beacon for expertise and human-centric leadership.

Dan’s journey is nothing short of illustrious. Beginning with the prestigious KPMG, where the pillars of finance and auditing are held to the highest standards, he honed his foundational skills. This foundation led him to global giants such as Nokia, where he grappled with the intricacies of international finance and operations. His stint at the New York Life Insurance Company and Eagle Strategies further enriched his proficiency, driving him deeper into the realms of wealth management and insurance intricacies.

But what truly sets Dan apart isn’t just his extensive experience or knowledge. It’s his rare blend of technical prowess combined with an innate ability to connect. In an industry that can often be perceived as cold or purely transactional, Dan infuses warmth. He doesn’t just crunch numbers; he builds relationships. He doesn’t just strategize; he listens. His financial acumen isn’t just about money; it’s about dreams, hopes, and aspirations.

This engaging leadership style, where communication isn’t just a tool but a core tenet, has helped him forge bonds with individuals across the board. From fresh recruits to seasoned professionals, clients to partners, Dan’s approach is consistently genuine and heartfelt. He isn’t just a financial expert; he’s a guide, a mentor, and often, a friend.

With Dan, wealth management isn’t just about accumulating wealth. It’s a holistic approach that sees beyond the numbers. His goal isn’t limited to the black and white of balance sheets but extends to the colorful dreams and ambitions of his clients. It’s this unique perspective that has, time and again, led his clients towards achieving their financial objectives, anchored firmly in trust and mutual respect.

As he continues to shape the world of finance and wealth management in the Bay Area, Dan’s legacy will be remembered not just for his financial brilliance but also for his commitment to building genuine human connections. In Dan, the world sees a testament to the idea that finance, when married to empathy, can indeed be a force for good.

CA Insurance #0E09918

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. 

BrokerCheck

Fadi is more than an auditor; he’s a bridge between numbers and narratives. With an enviable career spanning over two decades in the auditing and assurance realm, he has been at the forefront, working with the crème de la crème of the industry, including stalwarts like Marcum LLP, Lindquist LLP, KPMG, and Deloitte. His vast experience encompasses an impressive spectrum – from financial statement audits and reviews to examinations, single audits, and even specialized procedures that only a few in the industry can claim expertise in.

His client portfolio is equally diverse, reflecting his ability to seamlessly navigate different industries and entities. Whether it’s biotech firms racing against time to bring innovations to life, financial powerhouses making strategic moves, manufacturing giants fine-tuning their production processes, or nonprofit organizations striving to make a difference, Fadi has been there, ensuring financial transparency and accuracy. His work with employee benefit plans, government units, and public agencies underlines his versatility and commitment to upholding the highest standards of the profession.

However, what’s truly unique about Fadi is his academic and cultural foundation. With a Bachelor’s degree in Accounting from Al Albayt University in Jordan, he brings a global perspective to his work, seamlessly blending Western best practices with Middle Eastern insights. This, complemented by an active CPA license, sets him apart in the auditing world.

Yet, there’s another side to Fadi, one that’s far removed from balance sheets and ledgers. He is a family man at heart, cherishing moments with his wife and four sons. Their adventures range from camping under the stars to the adrenaline rush of soccer. Weekends are special, with hikes up Mount Diablo, soaking in the panoramic views of the Bay area and the mesmerizing cityscape of San Francisco. And if you ever come across breathtaking drone shots capturing the beauty of nature, chances are, they were taken by Fadi, the auditor with an eye for beauty.

In Fadi, we see the convergence of two worlds — the precision of auditing and the freedom of the great outdoors. This balance makes him not just an asset to his profession but also an inspiration to those around him.

Susan Shelton stands as a beacon of expertise and dedication in the realm of tax services, currently excelling as a supervisor in our tax department. With an impressive tenure of over 15 years in public accounting, Susan has cultivated a rich expertise that spans the full spectrum of tax-related services. Her professional journey embarked with a strong foundation in audit, where she developed a keen analytical acumen and an unwavering attention to detail, ensuring rigorous compliance across the board.

Susan’s career trajectory took a specialized turn as she delved into the low-income housing tax credit sector, working extensively with nonprofits and partnerships. This niche provided her with a profound grasp of complex tax frameworks and the nuances of financial reporting for entities facing unique tax challenges. In recent times, Susan has channeled her focus towards providing top-tier tax services to high net worth individuals, alongside managing trust, estate, gift, and business entity returns. Her approach is characterized by a commitment to excellence, a proactive stance on problem-solving, and a continuous effort to stay at the forefront of tax legislation changes.

A graduate of San Francisco State University with a degree in business accounting, Susan’s academic background laid the groundwork for her successful career. Further solidifying her credentials, she is an enrolled agent certified by the IRS, a testament to her extensive tax knowledge and authority to represent taxpayers.

Beyond her professional endeavors, Susan is an avid lover of the outdoors. Whether it’s rollerblading along scenic paths, skiing down pristine slopes, hiking the beach, or enjoying a leisurely round of golf, Susan finds joy and rejuvenation in nature’s embrace. Her passion for outdoor activities not only reflects her dynamic personality but also her belief in the importance of balance between professional commitments and personal well-being.

Susan Shelton’s journey in the tax domain is marked by a relentless pursuit of excellence, deep-seated expertise, and a genuine commitment to fostering enduring client relationships. Her contributions to our tax department and the broader accounting community are invaluable, and her future endeavors are anticipated with great enthusiasm.

Randi S. Teichman is a distinguished attorney who has carved a niche for herself in the legal landscape through her specialization in estate planning, trust administration, and probate law. Her expertise extends into tax law, encompassing the preparation of individual and fiduciary income tax returns as well as estate tax returns, making her a versatile advocate for her clients’ legal and financial health.

A product of esteemed institutions, Randi’s academic credentials include a law degree from Stanford University (1988), a bachelor’s degree from the University of California, Los Angeles (1984), and an LLM in Taxation from Golden Gate University (1999). These academic achievements laid the foundation for her successful career and her profound understanding of the complexities of estate and tax law.

Randi is a respected member of the estate planning, trust, and probate law sections of both the California State Bar and San Francisco Bar Association. Her dedication and expertise have earned her the distinction of being a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.

With a commitment to delivering personalized legal and tax services, Randi approaches each client with a keen ear and a compassionate heart. She excels in translating her clients’ needs and desires into robust legal documents, ensuring their peace of mind and security. Her comprehensive approach to tax matters enables her clients to optimize their tax positions effectively.

Over her 25-plus years of practice, Randi has become a trusted advisor to executors and trustees, guiding them through the complexities of probate and trust administration during the challenging times of loss. Her skilled and compassionate counsel is a testament to her deep experience and genuine care for her clients.

Randi’s excellence in law has not gone unnoticed by her peers. She has been honored with an AV rating, indicating the highest level of professional excellence. Furthermore, her outstanding service and legal acumen were recognized when San Francisco Magazine named her a Northern California Super Lawyer in 2005 and 2006.

Away from the legal arena, Randi finds solace and rejuvenation in the great outdoors. An avid hiker, she frequently explores the trails of Mount Tamalpais in Marin County, embracing the natural beauty and tranquility that hiking affords. This passion for nature reflects her balanced approach to life, harmonizing her professional rigor with personal fulfillment.

Randi S. Teichman’s legal prowess, combined with her commitment to her clients and love for the outdoors, makes her a remarkable attorney and a valued member of the legal community.

Vicki’s journey with the 5 Buckets Foundation began in July 2022, fueled by her zeal to craft innovative solutions for imparting financial literacy to those on the lookout. With a career tapestry woven with nearly 20 years of marketing and communication roles, she has donned many hats, championing the cause of education, non-profit initiatives, business developments, legal advocacy, and hospitality.

One of her notable roles was at Archbishop Riordan High School in San Francisco, where Vicki seamlessly meshed her directorial skills in Communications and Marketing with her philanthropic endeavors. Not only was she a key figure in the school’s fundraising machinery, but she also helmed a student leadership program, a testament to her commitment to molding future leaders. This initiative emphasized service, college, and career preparations, ensuring that students had a comprehensive roadmap to navigate their futures.

Vicki’s professional endeavors have always been underpinned by a profound appreciation for education, philanthropy, and community service. This ethos, imparted by her family and mentors, is evident in her endeavors and commitments outside her professional sphere as well. By gracing the boards of multiple non-profit and membership organizations, Vicki has consistently showcased her dedication to making a difference.

As an alumna of prestigious institutions like Georgetown University and the University of San Francisco, Vicki’s educational credentials are undoubtedly impressive. But it’s her association with Leadership San Francisco and the Culinary Institute of America’s Enthusiast Program that adds a unique flavor to her profile, showcasing her multifaceted interests and pursuits.

In Vicki, the 5 Buckets Foundation has found a beacon who will undoubtedly illuminate the path for countless individuals, helping them understand the intricacies of financial literacy and empowering them to make informed choices. With her at the helm, the future looks not just financially literate, but also creatively enriched!

Irene Velarde is a seasoned tax administrator whose meticulous work and dedication have been pivotal in the smooth operation of tax services at her previous firm, Seifer Murken Despina James & Teichman, which merged into SD Mayer in 2023. Bringing over two decades of invaluable experience, Irene has mastered the intricacies of tax operations, demonstrating exceptional proficiency and an unwavering commitment to excellence.

At the core of her responsibilities, Irene expertly manages the e-filing of all electronic tax returns, ensuring accuracy and compliance with regulatory standards. She is instrumental in generating and distributing tax organizers, as well as creating proformas, which are critical in the preparatory stages of tax return processing. Her role extends to coordinating with colleagues, such as Mayrenn and April, to facilitate the post-preparation and dispatch of returns to clients, showcasing her ability to lead and delegate effectively.

As the billing in-charge, Irene oversees the preparation of billing statements and the maintenance of client records related to billing and payments. Her role is vital in assisting clients with billing inquiries, payments, and the status of their tax returns. Furthermore, she skillfully manages tax appointments and ensures clients are directed to the appropriate personnel for their queries, enhancing client satisfaction and operational efficiency.

Irene’s academic journey includes a year of college at the University of the City of Manila in the Philippines, followed by earning a certificate in Computerized Accounting from the Computer Learning School in San Francisco in 1988. This educational background, combined with her extensive experience, forms the foundation of her expertise in tax administration.

Beyond her professional endeavors, Irene finds joy and relaxation in nature and simple pleasures. She enjoys walking by the lake, beach, or mountains and engaging in camping or picnic outings with family, friends, and relatives. Her love for humor is reflected in her fondness for watching funny videos, providing a welcome respite and laughter in her leisure time. Irene is also a food enthusiast who appreciates the simple delight of steamed, baked, and fried fish. At home, she values quiet time spent engaging in household chores, finding satisfaction and peace in the tranquility of her domestic environment.

Irene Velarde’s blend of professional acumen, leadership, and personal interests makes her a remarkable member of our team. Her contributions to tax operations and client services are invaluable, and her passion for her work and life outside the office enriches our community.

Bhonie’s journey with the firm, beginning in 2015, is a testament to his adaptability and wide-ranging skill set. Serving in dual roles, he seamlessly navigates the nuanced worlds of both the tax and audit departments. Bhonie’s versatility isn’t just confined to his understanding of the different departments, but is reflected in the myriad of tasks he undertakes.

From drafting engagement letters that set the tone and expectations for the firm’s services, to the critical task of mailing tax planners which help clients anticipate their tax obligations, Bhonie’s role is pivotal. His meticulous approach ensures tax returns are pre-populated efficiently, streamlining the process for both the firm and its clients.

But beyond these tasks, Bhonie is the go-to for a myriad of administrative responsibilities that keep the operations running smoothly. Whether it’s organizing files, managing communications, or supporting team members with vital information, his contribution ensures the firm’s processes are efficient and effective.

In a world where specialization is often emphasized, Bhonie showcases the immense value of a multifaceted professional who can wear multiple hats with ease and proficiency. His dedication and commitment over the years have made him an indispensable member of the team.

Stepping into the firm in 2021, Tina isn’t just another addition to the team; she represents a blend of diverse experiences and a depth of understanding in the accounting realm. Her journey started as a bookkeeper with a San Francisco-based company, where for three years she did more than just balance books. Tina was instrumental in compiling analytical reports that would have impacted financial decisions, and she showcased her precision and commitment by assisting the controller with monthly closes. Furthermore, the reconciliation and entry of daily/weekly sales under her watch meant that the company had reliable data to work with, thanks to her.

Shifting to the audit and assurance department at SD Mayer is a testament to Tina’s versatility and adaptability. But to understand her prowess, one needs to look at her academic journey. Tina boasts a Bachelor of Arts in Economics and Accounting from UC Santa Barbara, a revered institution known for its rigorous academic programs. She further fortified her academic credentials by participating in the Professional Preparation Program for Accounting at UCSB Extension, ensuring she was well-prepared for the challenges of the professional world.

However, what sets Tina apart is her international exposure. Her tenure at The London School of Economics and Political Science showcases her global perspective and desire to grasp the nuances of the economic world on a broader scale. This international stint, combined with her continued education at the City College of San Francisco, makes Tina a multifaceted professional, equipped to provide insights with both a local and global perspective.

In essence, Tina’s journey, from San Francisco to London and back, and her transition from bookkeeping to auditing, makes her an invaluable asset to the firm and its clients.