Our Team

Since joining our firm in 2021, Osbaldo has consistently demonstrated a high degree of expertise and dedication in his role as an Audit Associate. With a comprehensive background in accounting and finance, he has taken on a spectrum of roles, adeptly managing accounts payable, implementing robust accounting procedures, and meticulously overseeing capital expenditures.

Osbaldo’s academic credentials are a testament to his commitment to the field. He commenced his educational journey at Diablo Valley College, where he achieved an Associate’s degree in Business Administration. Further amplifying his expertise, he pursued and successfully obtained a Bachelor’s degree in Business Administration, majoring in Finance, from the esteemed San Jose State University. Currently, in a bid to continually refine his skills and knowledge, Osbaldo is immersed in an MBA program.

His depth of knowledge, combined with his proactive approach, positions Osbaldo as a pivotal member of our team, contributing daily to the firm’s excellence.

With a remarkable career spanning over 25 years in the marketing and communications sector, Greg’s expertise is truly unparalleled. Joining SD Mayer in 2017, he took on the task of being the pioneer—establishing the marketing department we take pride in today. Under Greg’s leadership, the firm underwent a transformative rebranding, including the launch of a dynamic new website, a suite of compelling marketing collateral, and the celebrated publication of Steve’s cherished book projects: “5 Buckets, 4 Shovels, a Beach and a Map“, “Adulting 101” and “The Toughest Guy I Ever Knew and Other Short Stories“.

Before his groundbreaking work at SD Mayer, Greg enriched several prestigious firms with his talents. His journey includes strategic roles at Armanino, CalCPA, and Franklin Templeton Investments, where he significantly contributed to their marketing, communications, and web development initiatives. In addition, Greg’s entrepreneurial spirit shone through as he successfully helmed his own print and web development business for over two decades.

Greg isn’t just a marketer; he’s a storyteller, brand-builder, and a driving force behind SD Mayer’s robust market presence.

Isabel’s journey with our firm commenced in early-2023 within the outsourced accounting practice, and she has been an invaluable asset ever since. Her foundational experience as a staff accountant at Hardypaw provided her with keen insights into the intricate world of accounting. Further enriching her expertise, she dedicated three productive years to managing payroll and accounts payable at HealthyPets, Inc., honing her skills and enhancing her proficiency.

Beyond her professional pursuits, Isabel is deeply committed to her academic endeavors. She is diligently studying accounting and business management at De Anza College, showcasing her passion for continuous learning and growth in the field.

When not immersed in ledgers and balance sheets, Isabel finds solace in the company of her cherished cats, treasuring moments with friends and family. Grounded, diligent, and ever-evolving, Isabel is a testament to dedication and professional excellence.

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.

A stalwart presence at SD Mayer, Greg has been with the firm since its nascent stages in 2013 and brings with him an impressive two-decade legacy in accounting. With a meticulous eye for detail, his primary expertise revolves around tax return preparation and review, catering to an array of entities such as corporations, partnerships, trusts, and individuals.

Greg’s foundation in the realm of accounting is fortified by his Bachelor’s Degree from San Jose State University. Further enhancing his credentials, he also proudly holds a CPA designation, representing his commitment to excellence and adherence to the highest standards of the profession.

At SD Mayer, Greg isn’t just an accountant; he’s a beacon of reliability, precision, and dedication, ensuring clients receive top-notch tax guidance and solutions.

Rob, a recent yet formidable addition to our team in late-2022, serves as an Outsourced Accounting Manager. He brings a robust understanding of accounting, backed by an exemplary command over U.S. GAAP and FASB regulations. His journey over the past decade has seen him operate in the demanding realms of real estate as both a Controller and a consultant. Before this, he honed his skills in the dynamic restaurant industry, gathering invaluable experience and insights.

Adept at orchestrating monthly cash flows and budgets, Rob’s prowess extends to crafting precise monthly, quarterly, and annual financial statements. Moreover, his meticulous approach ensures seamless reconciliations of GL accounts, assuring accuracy and compliance.

Rob’s academic credentials complement his professional achievements, holding a degree in Accounting and Business Management. At our firm, Rob stands as an embodiment of excellence and commitment, guiding our outsourced accounting endeavors with unmatched proficiency.

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.

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.

Brandon Chau is a dedicated tax associate at SD Mayer & Associates LLP, bringing a unique blend of academic achievement and practical experience to his role. Brandon’s journey in accounting began with a 3.5-month internship at SJ Wiggins & Co., where he gained invaluable insights and hands-on experience in the field. Before transitioning into accounting, Brandon worked at Adams Chiropractic Office, demonstrating his versatility and adaptability across different professional environments.

Brandon holds a Bachelor’s degree in Human Resource Management and a Master’s degree in Accounting from San Jose State University. His diverse educational background equips him with a comprehensive understanding of both organizational dynamics and specialized accounting practices, enhancing his ability to provide exceptional service to his clients.

Living with his parents and older brother, Brandon values family time and enjoys outdoor activities such as walking on the beach and hiking on nearby trails. He is an avid video gamer, often spending his spare time playing with his brother or friends. In addition to his love for gaming, Brandon enjoys watching anime and movies, which provide him with a source of relaxation and inspiration.

Brandon Chau’s commitment to his profession, combined with his enthusiasm for his personal interests, makes him a well-rounded and valuable member of the SD Mayer & Associates team. His blend of practical experience, academic prowess, and personal passion ensures he delivers top-notch tax services to his clients.

Aaron, a dedicated professional with a rich history in the accounting realm, joined the SD Mayer family in 2022 following our acquisition of Vocker Kristofferson and Co. CPAs. With a solid foundation built since his entry into the industry in 2013, Aaron has seamlessly balanced his role across both tax and audit teams, showcasing versatility and expertise.

In the intricate domain of taxation, Aaron’s specialization spans a broad spectrum, from individual and partnership filings to trusts, corporations, and nonprofits. Concurrently, on the audit front, his focus has been sharpened on the unique financial intricacies of nonprofits and employee benefit plans.

Academically, Aaron holds a Bachelors in Business Management in Economics from the esteemed University of California, Santa Cruz. Beyond his academic prowess, he’s further fortified his professional standing by achieving the respected designation of a licensed CPA. At SD Mayer, we value the depth of experience and knowledge that Aaron brings, and we are confident in his continued contribution to our firm’s legacy of excellence.

Tom is an accomplished finance and accounting professional, bringing to our firm 25-years of experience. His adeptness in finance encompasses a wide array of tasks, including processing and managing payroll, overseeing general ledger account structure, orchestrating accounts payable and receivable, monitoring inventory controls, executing precise reconciliations, and producing comprehensive reports.

While Tom’s recent tryst in the printing industry spanned a commendable three years, his experience isn’t confined to just one domain. He has navigated the intricate terrains of Property Management, Mortgage Banking, and the Health Insurance industries, ensuring his approach to accounting is both versatile and deep-rooted.

Beyond the confines of ledgers and balance sheets, Tom has also ventured into the dynamic world of retail marketing and merchandising, amassing around a decade of experience. This diversification showcases his adaptability and keen sense for business trends.

On the academic front, Tom laid his foundational understanding of accounting at Sierra College, from where he procured his associate’s degree. Furthermore, he broadened his horizons by attending courses at the University of Phoenix. At SD Mayer, we are thrilled to have Tom’s vast expertise and holistic approach, confident that he will be a pivotal asset to our team.

Gianna Cosio is a dynamic and driven individual who has recently graduated from the University of San Francisco with a Bachelor’s degree in Business Administration with a focus on Accounting. Currently, she is further advancing her expertise through a Master’s program in Accountancy at California State University, East Bay.

As the eldest of three siblings, Gianna has always embraced her role as a supportive and nurturing figure in her family. Outside of her academic and professional pursuits, she cherishes quality time with her loved ones. Gianna and her family share a passion for activities that bring them closer together, from enjoying the latest movies and strolling through shopping malls to exploring new destinations. Their favorite escapes include the magical world of Disneyland and the beautiful landscapes of Hawaii, where they create lasting memories and strengthen their family bonds.

Gianna’s commitment to her career and her family reflects her balanced approach to life, blending ambition with the joy of shared experiences.

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.

Dina, a proficient and driven tax and accounting professional, became a cherished member of our firm in 2021. With a career initiation at the reputable Thomson Reuters, she gained invaluable experience on the corporate tax and accounting support end. Tax seasons with Thomson saw Dina as a lynchpin in providing top-tier assistance to accounting firms. Her responsibilities encompassed troubleshooting e-filing conundrums and guiding on data entry intricacies related to income tax products.

However, Dina’s journey didn’t stop there. The vibrant Bay Area accounting landscape witnessed her contributions at renowned entities like Robert Half, Hing Accountancy Corp, and Marcum. Particularly at Marcum, her role as a tax associate was marked by her meticulous work with high net-worth individuals, partnerships, and corporations. Furthermore, she proved her mettle in handling gift and trust tax returns, as well as being pivotal in year-end tax planning.

Academically, Dina shines bright with a Bachelor’s degree in Accounting, complemented by a Master’s Degree in Taxation. At SD Mayer, Dina’s amalgamation of hands-on experience and academic excellence assures us that we have onboarded a professional par excellence, and she continues to be a cornerstone of our success.

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.

Mayrenn Galvez is a seasoned professional with over two decades of experience in the legal and tax sectors, having dedicated 22 years of her career to serving a diverse range of clients at Seifer, Murken, Despina, James & Teichman. In 2023, she embarked on a new chapter in her career, joining SD Mayer & Associates as an Office Administrator. A proud alumna of Maryhill College in the Philippines, Mayrenn’s academic background laid a solid foundation for her illustrious career. When she’s not expertly managing office operations or navigating complex administrative challenges, Mayrenn can be found indulging in her love for the great outdoors, particularly through camping and hiking. Travel holds a special place in her heart, offering her opportunities to explore new cultures and cuisines. Moreover, she takes great joy in supporting her daughter’s passion for volleyball, often traveling to tournaments to cheer her on. Whether dining out or embarking on a new adventure, Mayrenn’s enthusiasm for life’s simple pleasures is infectious.

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 2014, Brian has consistently showcased his prowess in financial management and supervision. Serving as the firm’s Controller, he brings an integrated approach to his role, effortlessly merging his responsibilities in the Outsourced Accounting department. In this capacity, Brian not only offers his expertise as an outsourced CFO/Controller to clients but also mentors and supervises the dynamic team under his charge as the Director of Outsource.

With a career spanning nearly two decades in the realm of Finance, Brian’s rich tapestry of experience is evident. Prior to his tenure at SD Mayer, he provided strategic direction as a Finance Manager at another esteemed organization, further sharpening his acumen in financial strategy and oversight.

Academically accomplished, Brian possesses a Bachelor’s Degree in Accounting/Business Management. But his passion for continuous learning did not stop there. He pursued and attained a Master’s Degree in Business Administration, with a specialization in Accounting & Finance. This dual qualification equips him with both the technical expertise and the strategic insight to lead financial operations with precision and foresight.

With Brian at the helm of our financial affairs, SD Mayer is assured of sound financial stewardship, underpinned by years of hands-on experience and academic rigor.

Avery Hester joined our firm in 2023, bringing with him a wealth of expertise and knowledge to the audit department. With six years of experience in diverse sectors, Avery has honed his skills across various industries including Government, Financial Institutions, Healthcare, and Single Audits. His deep understanding of these fields allows him to provide exceptional insights and thorough auditing services to our clients. Previously he worked for a top 100 accounting firm in Louisiana, and was a Louisiana Legislative auditor.

Avery’s academic background is rooted in a Bachelor’s degree in Accounting from Southeastern Louisiana University. His educational foundation has equipped him with a strong grasp of accounting principles and practices, enabling him to excel in his role.

Outside the professional arena, Avery is deeply committed to enjoying life and making the most of his personal time. He cherishes moments spent with family and friends, and he’s an avid participant in local live performances. Whether it’s working on personal projects or attending events, Avery is always on the lookout for new experiences and learning opportunities.

His passion for discovery is evident in his ever-growing bucket list, which is a testament to his zest for life and continuous pursuit of knowledge. Avery’s enthusiasm for learning and experiencing new things not only enriches his personal life but also adds a unique perspective to his professional work, making him a valuable asset to our team and clients.

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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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.

Helen’s impressive trajectory in the realm of tax is nothing short of inspirational. With a formidable tenure spanning over 30 years, she has had the privilege of associating with industry giants, starting with PWC and including renowned names like Franklin Templeton Investments, Sensiba San Filippo, and Brown Adams.

In her current role at SD Mayer, Helen dons the mantle of the Tax Practice Leader. This isn’t just a title; it embodies the myriad responsibilities and leadership roles she undertakes. Her proficiency isn’t limited to tax intricacies alone. She is instrumental in steering the direction of the firm’s tax practice, a role that encompasses hiring, strategic planning, production, billing, and training. As a testament to her leadership qualities and her pivotal role in the firm, she is also a key member of the leadership team, transition team, and is the driving force behind weekly department meetings.

Helen’s academic background might come as a surprise to many, as she holds a Bachelor’s degree in International Relations from the prestigious Stanford University. This multidisciplinary education equips her with a unique perspective, allowing her to approach tax from a holistic, global viewpoint.

Beyond her impeccable technical expertise and leadership acumen, Helen is known for her commitment to nurturing talent, fostering an environment of continuous learning, and ensuring the firm’s tax practice not only meets but consistently exceeds industry standards. For Helen, it’s not just about numbers and strategies; it’s about people, growth, and the unwavering commitment to excellence.

With a career journey that started in 2008, Frisye’s commitment to accounting has been unwavering. Her early foray into the industry began after her graduation from college, and since then, she’s carved out a distinct niche for herself, collaborating with some of the industry’s most esteemed names. Her professional stints with Burr Pilger Mayer (BPM), TNT, Inc. Certified Public Accountants, and Armanino are a testament to her versatility and proficiency in the field.

From her initial role as a Tax Associate, Frisye’s innate talent, dedication, and expertise facilitated her steady rise to the position of Tax Manager. Her ability to understand complex financial structures and deliver strategic tax solutions has been consistently recognized and valued by her peers and clients alike.

Despite her bustling professional life, Frisye has always maintained a balanced approach. Presently, she collaborates with us at SD Mayer on a part-time basis, working remotely. This arrangement not only underscores her adaptability but also her dedication to her role as a mother, as she diligently balances her professional commitments with raising her child.

Frisye’s educational credentials are as impressive as her professional ones. She began her academic journey at De Anza College, where she earned an AA in Liberal Arts. Later, she advanced to Indiana University’s Kelley School of Business, securing a Bachelor’s degree in both Accounting and Finance. With her comprehensive educational background and vast industry experience, Frisye is an invaluable asset to SD Mayer and the broader accounting community.

With a distinguished career spanning over 15 years in the realms of accounting and finance, Michael’s professional trajectory is both impressive and inspiring. His journey has seen him affiliate with industry giants like Novogradac & Company and Wells Fargo, weaving a tapestry of experiences that have shaped his expertise. An integral chapter of his career unfolded with Vocker Kristofferson and Co., a renowned establishment that merged with SD Mayer in 2022, further broadening Michael’s horizons.

Now, as a Partner with SD Mayer, Michael’s role is multi-faceted. He diligently serves a diverse clientele ranging from individuals to high wealth families, partnerships, corporations, and nonprofits. His profound insights into various sectors like real estate, stock options, estate tax, small businesses, and trusts empower his clients to navigate the intricate world of finance with confidence and clarity.

Michael’s specialization extends to collaborating closely with high-net-worth individuals and families, offering them tailored financial strategies that optimize their wealth and ensure its growth and protection. His comprehensive understanding of the nonprofit sector further solidifies his reputation as a versatile financial expert.

Academically, Michael’s credentials mirror his professional achievements. He holds a Bachelor’s degree in Economics, accentuated with an Accounting emphasis, from the University of California, Santa Barbara. Further honing his specialization, he pursued and acquired a Master’s degree in Taxation from the esteemed Golden Gate University.

In sum, Michael’s amalgamation of hands-on experience, theoretical knowledge, and an unwavering commitment to excellence makes him a cornerstone of SD Mayer and a trusted advisor in the accounting and finance landscape.

Marianne embodies the spirit of leadership, determination, and expertise in the world of accounting. With her foundation firmly set with eight pivotal years at a significant local CPA firm, Marianne took the bold step in 1990 to co-found her very own enterprise, Vocker Kristofferson and Co. For three decades, she steered this venture to impressive heights, culminating in its acquisition by SD Mayer in 2022.

One of Marianne’s distinguishing attributes is her proficiency across both audit and tax sectors, ensuring holistic and comprehensive service delivery to her clientele. Her academic credentials are equally commendable, with a Bachelor’s degree in Business-Economics from the esteemed University of California, Santa Barbara, and a Master’s in Taxation from Golden Gate University, San Francisco.

Beyond her professional sphere, Marianne’s dedication spills into her community engagements. She has been an active contributor to a myriad of organizations, serving as a board member for the San Mateo-Foster City Community Education Foundation, the Highlands Recreation District, and Music at Kohl Mansion. In her past roles, she wore the hat of the treasurer for both the Rotary Club of Burlingame and the Congregational Church of San Mateo, further underscoring her commitment to serving her community with her financial acumen.

On the state level, Marianne continues to be a significant influencer in the accounting industry. She presently contributes to the State Committee of Accounting Practices and Accounting Standards. Her past commitment includes two tenures on the State Peer Review Committee, offering her seasoned perspectives to bolster standards across the profession.

Marianne’s journey from an accountant at a local firm to the co-founder of her very own venture, and now as a pivotal part of SD Mayer, is a testament to her unwavering commitment, versatile expertise, and an enduring spirit of community service.

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.

Jacqueline Li is an Audit Associate with three years of professional experience specializing in nonprofit organization audits. Prior to joining the team, she worked at Tang & Lee LLP, a public CPA accounting firm, where she honed her expertise in auditing for the nonprofit sector. Jacqueline holds a Bachelor’s degree in both Accounting and Finance from San Francisco State University and is a proud member of the American Institute of Certified Public Accountants (AICPA).

Outside of work, Jacqueline enjoys traveling, baking, and playing video games, bringing creativity and a problem-solving mindset to both her professional and personal life.

WanJun is one of the newer additions to the SD Mayer family, having joined us in 2022 following the strategic acquisition of Vocker Kristofferson and Co. CPAs. Though relatively new to the accounting world with her professional journey starting in 2019, WanJun has already demonstrated her capability and adaptability, serving in both tax and audit departments with equal aplomb.

In her tenure as an accountant, she has shown significant proficiency in tax matters, including handling individual, corporate, and nonprofit clients. WanJun’s audit expertise is also expansive, with a special emphasis on auditing analytical procedures, meticulous engagement planning and testing, financial statement preparation, and adjustments to trial balances. Moreover, she’s adept at crafting Independent Auditor Reports that reflect accuracy and clarity, integral for a firm’s reputation.

An alumna of San Francisco State University, WanJun graduated with a Bachelor’s degree in Accounting in 2019. This strong academic background, coupled with her on-the-job experiences, has positioned her as an emerging talent in the world of accounting.

With her keen attention to detail and an evident passion for the field, WanJun has swiftly become an invaluable asset to SD Mayer and our esteemed clientele. As she continues her journey with us, we’re eager to see her explore even greater heights in her career.

Since joining the SD Mayer team in late-2022, Anthony has quickly become an indispensable member of our family. With a foundation rooted in prior experience managing bill of ladings and handling intricate reconciliations, he brings a keen eye for detail and a thorough understanding of critical accounting processes.

Although relatively new to our firm, Anthony’s transition into the outsourced accounting department has been seamless. His adaptability, combined with a solid grounding in the basics of accounting, ensures that he contributes value to our team and our clients every day.

A proud alumnus of Cal East Bay, Anthony graduated with a Bachelor’s degree in Accounting, reinforcing his theoretical knowledge and providing him with a robust platform to jump into the practical world of accounting.

Anthony’s fresh perspective, commitment to excellence, and genuine passion for the profession make him a noteworthy rising talent at SD Mayer. As he continues to carve out his niche in the accounting realm, we have no doubt he will reach impressive milestones and further strengthen our collective prowess.

Michelle Luo is a dedicated and highly skilled tax associate at SD Mayer & Associates LLP, bringing over a decade of experience in the accounting industry. Her expertise has been honed through five years of specialized work in tax, making her a valuable asset to the firm and its clients.

Prior to joining SD Mayer & Associates, Michelle worked at MRBK Accountants & Consultants, where she developed a strong foundation in various accounting practices and tax regulations. Her bilingual proficiency in Chinese and English enables her to serve a diverse clientele, providing tailored and comprehensive tax solutions.

Michelle’s academic journey began in Wuhan, China, where she studied accounting and earned her degree before obtaining her CPA license. This robust educational background, combined with her extensive professional experience, underscores her commitment to excellence in the field of accounting.

Outside of her professional life, Michelle is an avid sports enthusiast. She enjoys playing pickleball and table tennis, and her active lifestyle extends to hiking and traveling. Michelle also values social connections, often spending time with friends and building relationships within her community.

With her unique blend of expertise, cultural knowledge, and personal interests, Michelle Luo continues to excel as a tax associate, delivering exceptional service and insights to her clients at SD Mayer & Associates LLP.

Since joining SD Mayer in 2018, Carlos has continually showcased an unwavering commitment to precision and excellence. As a vital part of our outsourced accounting team, Carlos isn’t just an accountant; he’s a gatekeeper of accuracy for clients spanning a diverse array of industries.

His prowess in providing top-notch bookkeeping and bill pay support is evident in the trust that his clientele places in him. Carlos takes a deep dive into the intricacies of full-cycle accounting, ensuring that every transaction is meticulously recorded in the General Ledger in adherence to GAAP principles. The meticulous fixed asset schedules and financial statements he crafts are more than just numbers; they tell a story of the financial health and trajectory of a business.

Yet, it’s not just about the numbers for Carlos. He possesses the rare talent of translating intricate data into clear, coherent board presentations, enabling decision-makers to grasp the significance of analytical findings at a glance.

His educational foundation from San Francisco State University, where he majored in accounting, has equipped him with the technical skills that he seamlessly blends with his innate analytical abilities.

At SD Mayer, Carlos stands as a testament to what it means to be both a number cruncher and a strategic thinker, ensuring that the financial narratives he presents are as compelling as they are precise.

Since coming on board in 2022, Alexandra has swiftly made her mark within SD Mayer’s expanding wealth management practice. Even though she’s based in the picturesque surroundings of Kentucky, the wonders of technology bring her skills seamlessly to the team. Alexandra’s prowess in managing our CRM system and overseeing the back office ensures that our operations run smoothly, while her talent in tracking leads helps the firm continually grow its footprint in the wealth management sector.

A notable moment in her personal life was when Alexandra and her husband, Alex, welcomed their baby girl into the world in November 2022. Her journey into motherhood adds another dimension to her role, as she understands the significance of financial stability and planning for families.

Educated at the University of Cincinnati, Alexandra majored in Sports Administration, a degree that instilled in her the values of teamwork, dedication, and strategic thinking—skills that she channels every day in her professional realm.

Beyond her role at SD Mayer, Alexandra harbors a deep love for the enchanting world of Disney. She dreams of traveling to every Disney Park worldwide, immersing herself in the magic each destination has to offer. As a passionate coach for Track & Field for the past six years, she also finds joy in the athletic arena, supporting and cheering on her team as they push boundaries and achieve greatness.

In Alexandra, SD Mayer finds not just a dedicated professional but also a vibrant individual whose passions and pursuits enrich our team’s tapestry.

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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Alona joined the SD Mayer family in 2022 and swiftly assumed the crucial role of Office Manager at our San Mateo branch. With a rich tapestry of professional experiences, she embodies the qualities of a quintessential manager, seamlessly ensuring the smooth day-to-day functioning of the office.

Her time as an administrative assistant in a San Francisco property management firm was marked by a meticulous approach and a knack for understanding the intricate details of administrative functions. Three years in this role honed her skills, preparing her for the diverse challenges of her next assignment. At the Teaspoon Franchising Company, Alona showcased her adeptness with numbers as a bookkeeper. From handling accounts receivable and payable to taking on payroll duties, from reconciling bank statements to crafting financial reports, her proficiency left an indelible mark.

These roles, combined with her four-year tenure as an office manager at another prestigious accounting firm, have equipped Alona with a distinct set of skills that now benefit SD Mayer. It’s clear that when it comes to organizational management and administration, Alona is no stranger to the intricacies and demands.

Notably, Alona’s educational journey took root in the Philippines, where she delved deep into computer education. This foundation surely plays a pivotal role in her ability to integrate technology seamlessly into her management style.

In Alona, SD Mayer has not only a skilled professional but also a dynamic team player who brings warmth, efficiency, and a touch of her unique journey to our bustling San Mateo location.

Blending the precision of a golfer with the analytical mindset of a financial advisor, Cody stands as a pillar of dedication, commitment, and strategic vision in his role as a Senior Financial Advisor at SD Mayer. His specialty lies in curating all-encompassing financial plans – meticulously designed blueprints that illuminate the path to a secure and prosperous future for clients and their families.

Bound by a fiduciary duty, Cody’s dedication extends beyond the professional realm, ensuring he always champions the best interests of his clients. His approach is rooted in the philosophy of personalization. He dives deep into understanding the singular goals, dreams, and aspirations of each client, crafting a financial strategy that seamlessly aligns with their envisioned success. Beyond individuals, Cody’s expertise spans to small businesses, assisting them in orchestrating, managing, and servicing corporate retirement plans with the same zeal and precision.

What truly sets Cody apart is his riveting journey prior to joining SD Mayer. With a past that resonates with the thrilling greens and fairways of professional golf, Cody has played on esteemed tours spanning South Africa, Europe, and Canada. Golf, a game that demands patience, precision, and unwavering focus, has ingrained in him the principles of dedication, strategic decision-making, and an unparalleled attention to detail. He seamlessly marries these attributes from his golfing career with his financial advisory role, offering clients a distinct experience infused with a champion’s mindset and approach.

With Cody, it’s not just about the numbers; it’s about harnessing the power of strategy, dedication, and passion to shape financial futures. As he once navigated the complexities of golf courses, he now guides clients through the intricate pathways of wealth management, ensuring a swing that’s always aimed at success.

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.

Rowena’s journey with SD Mayer is a story of dedication, commitment, and growth. Since 2013, she has been an instrumental figure at the firm, and her association with Steve Mayer dates even further back, testifying to a professional relationship built on mutual respect and trust.

In her pivotal role as the client systems administrator, Rowena seamlessly bridges the gap between clients and the firm. She’s the maestro orchestrating the first steps of a client’s journey with SD Mayer. From the meticulous drafting of contracts to the intricate process of onboarding, Rowena ensures a smooth and hassle-free transition for every client that walks through the firm’s doors. Moreover, her expertise extends to overseeing firm-wide billings, further amplifying her vital role within the organization.

Her impeccable skills and proficiency are not just products of her tenure at SD Mayer. Rowena has a rich tapestry of professional experiences that she brings to the table. At BPM, she served as an administrative assistant, honing her organizational skills and mastering the art of multitasking. Before that, she ventured into the dynamic world of marketing with the Chalhoub Group, where she coordinated marketing efforts and campaigns.

What stands out about Rowena is not just her extensive skill set, but her ability to adapt and evolve. From marketing to administration, she has seamlessly transitioned between roles, always bringing her A-game. Her journey speaks volumes about her versatility, commitment, and dedication.

In Rowena, SD Mayer found not just an employee but a cornerstone. Someone who has witnessed the firm’s evolution, been a part of its growth, and continues to be a beacon of reliability and excellence. Whether it’s managing a client’s first impression or ensuring the financial integrity of engagements, Rowena does it all with precision, passion, and unparalleled professionalism.

Katie’s journey in the world of accounting is an inspiring tale of adaptability and passion. With an impressive stint at Blend, LLC, she brings a wealth of experience to SD Mayer, particularly in the realms of e-commerce and small businesses – sectors that are dynamic, ever-evolving, and crucial in today’s digital age.

Her expertise with tools like QBO and Bill.com demonstrates her commitment to stay ahead in the technology curve, ensuring that she not only understands the nuances of her field but also harnesses the power of modern tools to deliver excellence.

While her professional acumen is commendable, what makes Katie truly stand out is her personal story. Originally a California native, she now embraces the beautiful landscapes of North Carolina. Working from her home office, she perfectly balances the demands of her profession with the joys of motherhood. Exploring the picturesque coastal regions with her kids, Katie’s weekends are a blend of adventure and bonding. Whether it’s supporting her son’s cub scout activities or fueling her daughter’s passion for cars, she’s a hands-on mom who loves every bit of it.

Katie’s story is a testament to the modern professional – someone who seamlessly blends work with personal passions, and who isn’t bound by geographical confines. At SD Mayer, she’s not just an accountant; she’s a symbol of flexibility, commitment, and the joy of pursuing one’s passions, be it accounting, coastal adventures, or the thrill of a car race.

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.

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.

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.

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.

In the world of outsourced accounting, Ken is the name that resonates with reliability, expertise, and precision. Joining SD Mayer in 2014, he has since been an integral part of the firm’s journey, providing an unwavering commitment to excellence.

As a Quickbooks certified professional, Ken stands as a beacon of knowledge and skill in the firm. Whenever there’s a need for a new client implementation, Ken is the go-to expert. This isn’t just due to his certification, but also because of the trust he has earned over the years. When Ken is on a project, the team knows it is in capable hands.

His responsibilities don’t stop at implementations. Ken’s role spans across critical accounting functions – be it monthly closes, crafting meticulous journal entries, handling monthly accruals, or ensuring every number aligns perfectly in the general ledger. His methodical approach and attention to detail ensure that every account is reconciled with precision, every time.

Ken’s expertise isn’t just a product of his years at SD Mayer. He carries with him the weight of about 15 years of experience from prior roles in the accounting world, having managed accounts payable and receivable at several esteemed firms. This vast experience is evident in every project he undertakes, ensuring clients receive nothing short of the best.

Outside of the numbers and software, Ken is a proud alumnus of UC Davis, holding a Bachelor’s degree in Economics. This foundation in economics, combined with his hands-on experience in accounting, gives him a unique perspective on financial projects, making him a valuable asset not just to SD Mayer but to every client he serves.

In essence, Ken isn’t just an accountant or a Quickbooks expert. He’s a financial craftsman, weaving together his extensive knowledge and experience to deliver top-tier accounting solutions, project after project.

Trysta Obee is a distinguished consultant within SD Mayer’s Outsourced Accounting practice, where her expertise in financial accounting, data processing, and sales reporting modules significantly enhances the firm’s service offerings. With over eight years of experience in the accounting field and a solid foundation as a public notary for five years, Trysta brings a wealth of knowledge and a unique skill set to the table.

Prior to joining SD Mayer, Trysta honed her skills at several prominent organizations, including Eternal Beverages Inc, where she immersed herself in the intricacies of manufacturing and B2C product sales. At Robert Half International, she further developed her expertise in financial staffing and consulting, while her tenure at BLVD Residential (formerly RW Zukin) allowed her to explore the multi-unit residential property management industry. Throughout her career, Trysta has adeptly managed heavy data processing tasks, contributed to financial audits, and led sales reporting initiatives across a diverse range of industries.

Trysta’s academic background is equally impressive. She earned a Bachelor of Science in Business Analytics from San Jose State University (SJSU), demonstrating her adeptness at leveraging data to drive business decisions. Further solidifying her accounting expertise, Trysta obtained an AA in Accounting and a Certificate in Advanced Accounting from De Anza College. She is also a licensed notary, adding a valuable dimension to her professional capabilities.

Outside the office, Trysta’s life is rich with creativity and exploration. She is a devoted mother to two amazingly talented daughters, Eiliyah and Zamira, and a caring owner to Luna, their spirited husky. Together, they enjoy creating art, experimenting with new culinary dishes, touring museums, attending local events, and embracing the beauty of the outdoors on their walks. Trysta’s personal interests reflect her professional ethos: a commitment to innovation, a passion for learning, and a dedication to community.

In her role at SD Mayer, Trysta Obee continues to exemplify excellence in outsourced accounting, driven by her extensive experience, academic achievements, and a personal life filled with creativity and exploration. Her contributions not only enhance the firm’s capabilities but also enrich the financial strategies of the diverse clientele she serves.

Jarrell Ochoco is an experienced Audit Manager with over 9 years of expertise in audit, tax, and accounting. His versatile background spans a wide range of industries, including IT services, SaaS, healthcare, manufacturing, retail, and non-profit sectors. Prior to his current role, Jarrell worked at KPMG Philippines and Chugh CPAs LLP, where he developed a deep understanding of both domestic and international financial landscapes.

Jarrell holds a Bachelor of Science in Accounting from Saint Louis University in the Philippines and earned his MBA from Point Loma Nazarene University in San Diego, CA. He is a licensed CPA in the state of California, bringing a strong combination of technical knowledge and industry insights to his work.

Outside of the office, Jarrell enjoys watching the NBA and NFL, keeping up with his favorite teams and players. His passion for sports reflects his competitive spirit and commitment to excellence in everything he does.

Pei-Ling joined the Five Buckets Foundation in January 2024, bringing her wealth of experience in marketing communications, coaching, and wellness to the forefront of our organization. Her dedication to improving systems and enhancing our brand impact is already evident in the strides we’ve made since she joined the team.

With a passion for financial literacy education and working with young adults, Pei-Ling embodies the core belief that financial wellness is essential to overall health and well-being. Furthermore, she received her B.A., summa cum laude, from Boston College, including a year of studying abroad at the London School of Economics. Pei-Ling is also an RYT-200 certified yoga teacher and Mastery Method trained coach.

Pei-Ling’s collaborative spirit and innovative mindset have already proven to be invaluable assets as we continue to grow in scope and impact.

In the rapidly evolving world of accounting and finance, Juelle is a rising star, contributing with her unique blend of expertise in both tax and audit. Since joining our Audit practice in 2023, she has showcased a level of proficiency that speaks volumes about her dedication and analytical acumen.

Though she has a mere year of experience in tax, her work primarily focused on individual tax returns reflects depth and precision. It’s not just about crunching numbers for Juelle; it’s about understanding the story behind each figure, ensuring the accuracy and compliance of each return she processes.

Transitioning to audit, Juelle discovered her true calling. With two years of hands-on experience, her prowess, particularly in the realm of construction audits, has become a valuable asset for the firm. The intricacies of construction financial statements, with its unique revenue recognition, cost allocation, and contracting nuances, are well within Juelle’s grasp. Furthermore, her expertise in Employee Benefit Plans showcases her versatility, adding another feather to her auditing cap.

Her educational background is just as impressive. A proud alumna of UC Berkeley’s Haas School of Business, Juelle’s grounding in Business Administration and Management equips her with a holistic understanding of businesses. This, combined with her technical skills, ensures she brings a balanced, insightful approach to her work.

Beyond her technical prowess, Juelle is also known for her meticulousness, her commitment to continuous learning, and her ability to build strong relationships with clients. She’s not just an auditor; she’s a trusted financial advisor, guiding clients through the complexities of their financial landscape with confidence and clarity.

As Juelle continues her journey with our firm, her multifaceted expertise and dedication to excellence promise great things for both her future and the continued success of our Audit practice.

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.

In the dynamic landscape of taxation, where the intricacies of financial statutes often overlap with the personal aspirations of individuals and businesses, Cyndel shines as a beacon of expertise and precision. Joining our firm in 2023, she quickly became an invaluable asset to our tax department with her comprehensive knowledge and experience.

Specializing in high-net-worth individuals, Cyndel understands the unique challenges and opportunities this niche presents. From the complexities of stock options, capital gains, and diverse investment portfolios to the subtleties of estate and legacy planning, Cyndel offers a meticulous and strategic approach.

Moreover, her prowess in tax planning ensures that her clients not only remain compliant but also optimize their tax positions, maximizing returns and minimizing liabilities. Her expertise with passthrough entities and small businesses further underscores her holistic understanding of the tax landscape. For businesses, whether they operate as an S-Corp, LLC, or partnership, Cyndel’s guidance has been instrumental in navigating the intricate layers of deductions, credits, and revenue allocations.

Cyndel’s decade-long tenure as the Senior Tax Manager at a San Mateo-based accounting firm provided her with a depth of experience, solidifying her place as an industry veteran. It’s not just her technical expertise that stands out, but also her ability to build and nurture long-term client relationships, understanding their individual needs, and providing solutions that resonate with their financial goals.

Her academic credentials are just as formidable. A proud graduate of the University of the Philippines, Cyndel’s foundation in Business Economics gives her a unique perspective, allowing her to weave macroeconomic principles into individual tax strategies. Additionally, as an enrolled agent, she possesses the federally recognized expertise in taxation, further testament to her commitment to excellence in the field.

In Cyndel, our clients find more than just a tax consultant. They discover a strategic partner, an advisor who delves deep into the numbers to unearth opportunities, and a professional whose dedication to their financial well-being is both unwavering and unparalleled. As she continues to redefine excellence in our tax department, we look forward to the value and insight Cyndel will bring in the years to come.

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.

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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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Jennifer embodies the epitome of professional excellence, seamlessly blending her expertise in political science with the precision of accounting. Commencing her professional journey in 2023 with our esteemed Outsourced Accounting practice, Jennifer has swiftly proven herself as an invaluable asset to our team.

Prior to joining us, Jennifer garnered extensive experience with renowned organizations such as BLVD Residential, HMH Engineers, Ruth & Going, and ReSurge International. Throughout her six years of professional tenure, she not only honed her technical acumen but also demonstrated remarkable adaptability across various accounting environments.

Jennifer’s educational background, anchored by a Bachelor’s degree in Political Science from San Francisco State University, adds a profound layer of understanding to her professional endeavors. This foundation equips her with a nuanced comprehension of societal systems and structures, which she adeptly integrates into her financial analyses.

What sets Jennifer apart is her unique perspective—a synthesis of political insight and accounting proficiency. Beyond mere numerical calculations, she considers the broader societal and political implications of financial decisions. In the intricate landscape of accounting, where every entry carries weight and ramifications, Jennifer’s holistic approach proves invaluable.

As Jennifer continues to evolve in her role, her exceptional blend of skills ensures she remains a vital contributor not only to our firm but also to the wider domain of finance. With her steadfast commitment to excellence and unparalleled expertise, Jennifer stands poised to make enduring contributions in her field.

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.

Nick’s entry into our firm in 2022 heralded a blend of theoretical insight and practical expertise. As a consultant in the Outsourced Accounting practice, he has been instrumental in ensuring that our clients, spanning a myriad of industries, receive the best bookkeeping and bill pay support.

His proficiency doesn’t just stop at routine bookkeeping. With over five years under his belt, Nick has honed his skills in the niche areas of accounts payable and accounts receivable. His adeptness in managing month-end closings and meticulous attention to details, especially in crafting accurate amortization and depreciation schedules, speaks volumes about his dedication to the profession.

Nick’s academic background is equally commendable. By majoring in both Finance and Economics at Sierra Nevada University, he didn’t just gain knowledge in the technicalities of finance but also acquired a broader understanding of economic theories and how they impact real-world financial scenarios. This dual-edge in his education gives him a unique vantage point to approach accounting challenges with a macro and micro perspective.

It’s this combination of academic grounding and hands-on experience that makes Nick an invaluable asset to our firm and our clients. As industries evolve and financial paradigms shift, professionals like Nick ensure that our accounting practices are not just accurate but also relevant and forward-thinking.

In the world of auditing and assurance, Elias stands tall with a career that spans over a quarter of a century. Since becoming a certified public accountant in 2002, he has carved a niche for himself with an unyielding commitment to excellence.

Elias’s extensive audit portfolio boasts a diverse range of clientele, from nonprofit organizations to the dynamic world of broker-dealers and public companies. This has enabled him to acquire a profound depth of understanding in auditing procedures and industry nuances. No financial sheet is too complex, no audit too intricate for Elias. With his proficiency in all the facets of accounting, auditing, and finance, he ensures thoroughness and compliance, every single time.

Elias’s allegiance with SD Mayer isn’t just professional; it’s foundational. Having been with the firm since its inception in 2012, he is more than just an employee – he’s a cornerstone. He has been instrumental in shaping the firm’s reputation, ensuring that the values of accuracy, transparency, and integrity echo through every audit undertaken.

His academic foundation, a Bachelor’s degree in Business Administration with a focus on Accounting & Finance from Cal State East Bay, further underscores his qualifications. But what truly sets Elias apart is his capacity to blend academic rigor with practical knowledge, making him an auditor par excellence.

As SD Mayer continues to evolve and thrive in an ever-changing financial landscape, Elias remains a testament to the firm’s commitment to excellence, reliability, and trustworthiness.

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!

When Hien boarded the SD Mayer ship in early 2019, it was evident that he was bringing with him a unique blend of logic and precision to the Outsourced Accounting practice. Navigating the vast oceans of monthly bookkeeping, journal entries, bill payments, and reconciliations, Hien’s nearly half a decade’s experience in the accounting realm shines through in his meticulous work.

Yet, what sets Hien apart isn’t just his accounting prowess; it’s his academic foundation in Mathematics and Computer Science from San Jose State University. This fusion of disciplines gives Hien a computational edge, allowing him to see patterns, systems, and algorithms behind the numbers, rendering a holistic perspective to his accounting endeavors.

At the core, Mathematics is the language of the universe, articulating order and patterns, while Computer Science transposes these patterns into actionable solutions. Hien, with his dual background, harnesses the power of both, ensuring accuracy, efficiency, and innovative problem-solving for SD Mayer’s clientele.

In an era where finance and technology are increasingly intertwined, professionals like Hien stand at the confluence, bridging the gap and guiding organizations towards a seamless integration of numbers and digital solutions. With Hien in the mix, SD Mayer isn’t just getting an accountant; they’re getting a mathematician and a computer scientist, all rolled into one. And in this blend lies the future of modern accounting!

When Kara joined SD Mayer in 2023, it was clear that she wasn’t just another addition to the Outsourced Accounting practice. With a storied background in the manufacturing, construction, and property management sectors, Kara’s experience presents a diversified approach to the accounting landscape.

However, it’s her Bachelor in Arts from UC Santa Cruz, majoring in United States and African History, that gives her a truly unique edge. Drawing parallels between the timelines of civilizations and the chronological records of financial transactions might seem far-fetched to some, but Kara seamlessly integrates the two, rendering a broader perspective to accounting.

History, as they say, is about understanding patterns, tracking developments, and narrating tales of growth, decline, and resurgence. In many ways, accounting resonates with the same essence. Kara’s academic grounding in history has honed her skills in meticulous documentation, unbiased analysis, and comprehensive understanding, all critical attributes in the world of finance.

Kara’s ability to juxtapose her historical knowledge with the real-time financial scenarios she encounters brings a refreshing depth to her role. She doesn’t just see numbers; she sees stories, patterns, and implications. In a world of evolving business landscapes, Kara’s interpretative and analytical prowess aids in not just recounting financial events, but in contextualizing and understanding them.

At SD Mayer, Kara’s presence is a testament to the idea that diverse academic backgrounds can offer invaluable, unique insights even in seemingly unrelated fields. She’s a historian who chronicles the financial tales of today, proving that understanding our past can indeed shape our fiscal futures.

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.

Navigating through the complex corridors of the accounting world, Michael brings an eclectic mix of experience and a profound depth of knowledge to the Outsourced Accounting practice at SD Mayer. As a consultant, he doesn’t merely assist clients with numbers; he brings to the table a strategic vision drawn from his illustrious past in the investment management industry.

Before gracing SD Mayer with his expertise, Michael’s tenure at respected firms like Bertram Capital and Polkinghorne & Sereno cemented his place as a seasoned professional. With such prestigious names under his belt, he’s not just familiar with financial data but also understands the intricate nuances of investment strategies, risk management, and wealth maximization.

Having joined SD Mayer in March 2020, Michael quickly became an invaluable asset. His practical experience, combined with his academic grounding from California State University – Stanislaus, where he earned a Bachelor’s Degree in Accounting, provides him with both the theoretical foundation and the hands-on practicality essential in this field.

At SD Mayer, clients don’t just get an accountant in Michael; they get an advisor, a strategist, and a financial confidante. He interprets data not just through the lens of numbers but weaves it into a narrative that comprehensively encapsulates business growth, opportunities, and potential pitfalls.

Michael’s journey, from the strategic world of investment management to the detail-oriented realm of accounting, has rendered him a holistic professional. He is adept at not only crunching numbers but also at contextualizing them within the broader picture of business objectives and market dynamics.

In a world where numbers often become faceless statistics, Michael ensures they tell a story, provide insights, and pave the way for informed business decisions.

In the intricate world of taxation, precision, dedication, and a deep understanding of the continually evolving regulations are paramount. Ruiqi, with over a decade of professional experience, embodies these virtues, making her an indispensable asset to SD Mayer since 2019.

Based from her home office, Ruiqi’s versatility is evident. From S-corps and partnerships to individuals, non-profits, and trusts, her comprehensive experience ensures that every tax return she touches becomes a masterclass in detail, precision, and adherence to the highest professional standards.

Before her stellar association with SD Mayer, Ruiqi’s expertise was honed at notable accounting firms like Squar Milner and Greenstein, Rogoff, Olsen & Co LLP. The depth and breadth of experience she garnered from these roles have equipped her with insights into diverse industries, clientele, and the ever-evolving challenges of the tax world.

What sets Ruiqi apart is not just her vast practical experience but also her strong academic background. She pursued both her Bachelor’s and Master’s degrees in Accounting from the revered Brigham Young University, a testament to her dedication and passion for the field.

At SD Mayer, Ruiqi isn’t just an expert crunching numbers; she is a tax strategist who goes beyond the obvious. For her clients, this means not only impeccable tax returns but also insights, advice, and forward-looking strategies that cater to both immediate requirements and long-term financial health.

Ruiqi’s journey, marked by illustrious firms and a dedication to continuous learning, ensures that every client engagement is not just a transaction but a relationship built on trust, expertise, and an unwavering commitment to excellence.

Alicyn West is the dynamic and creative Marketing Coordinator at SD Mayer & Associates LLP. With a diverse background spanning various industries, including the nonprofit sector, Alicyn brings a wealth of experience and a fresh perspective to the firm’s marketing initiatives.

A proud alumna of Eastern Florida State College (EFSC), Alicyn has honed her skills in marketing and communications, developing innovative strategies to enhance brand visibility and engage target audiences. Her ability to adapt and thrive in different professional environments has made her a versatile and effective marketing professional.

Alicyn’s personal life is as vibrant as her career. She shares her home with her beloved cat, Piffy, who provides endless companionship and joy. Alicyn loves spending her leisure time baking delicious treats and enjoying the serene beauty of the beach. Walks along the shoreline with Piffy are among her favorite activities, offering a perfect blend of relaxation and inspiration.

With her creative flair, dedication, and passion for marketing, Alicyn West is an invaluable member of the SD Mayer & Associates team, continually contributing to the firm’s growth and success.

Candice is a testament to how talent can flourish regardless of geography. Joining the firm in 2014, her expertise lies in managing the intricate details of accounts payable and receivable, as well as in handling meticulous reconciliations. Her experience and dedication have made her an integral part of the team for years.

Her relationship with the firm has evolved, and though she now works remotely as a consultant, her impact is as profound as ever. Thanks to modern technology, Candice continues to seamlessly deliver results from her home office in Las Vegas, proving that physical location doesn’t limit efficiency or dedication.

Prior to her current role, Candice and Steve shared a professional journey at BPM, where they collaborated for nearly half a decade. This foundation has undoubtedly played a part in the seamless way she integrates with the current firm’s operations, even from a distance.

Candice exemplifies adaptability in the ever-evolving world of accounting. She’s a reminder that with the right tools, dedication, and expertise, one can contribute meaningfully from anywhere in the world.

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.