Archives: Team Members
Stephen Imboden
Stephen Imboden, CPA, has been in practice in Santa Rosa since 1997. He has worked in public accounting since 1979 […]
Rosaura Flores
She has 33 years of experience in tax preparation, bookkeeping, accounting, and payroll tax services. Rosaura was born and raised […]
Katrina Faris
Katrina comes from a family of tax accountants native and still active in the Sonoma County area. She completed her […]
Kimberly Carfi
Kimberly brings with her over 15 years of office management experience. She attended Santa Rosa Junior College and University of […]
Montgomery Taylor
Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services […]
Jonathan Weintraub
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]
Gregg Gillaspy
Gregg started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in […]
Matthew Taylor
For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. […]
Sandy Loewen (Koppen)
Before joining our firm, Sandy Loewen (Koppen) devoted most of her energy to raising her two daughters and volunteering with […]