Archives: Team Members

Stephen Imboden

Dec 16, 2019
Stephen Imboden, CPA, has been in practice in Santa Rosa since 1997.  He has worked in public accounting since 1979 […]

Rosaura Flores

Dec 11, 2019
She has 33 years of experience in tax preparation, bookkeeping, accounting, and payroll tax services. Rosaura was born and raised […]

Katrina Faris

Dec 10, 2019
Katrina comes from a family of tax accountants native and still active in the Sonoma County area.  She completed her […]

Kimberly Carfi

Dec 10, 2019
Kimberly brings with her over 15 years of office management experience.  She attended Santa Rosa Junior College and University of […]

Montgomery Taylor

Aug 25, 2019
Monty founded Montgomery Taylor Wealth Management in his pursuit to provide the best integrated financial planning, investment, and tax services […]

Jonathan Weintraub

Aug 24, 2019
Jonathan Weintraub grew up in Santa Rosa and began his work in the restaurant industry while he put himself through […]

Gregg Gillaspy

Aug 23, 2019
Gregg started his career with Arthur Andersen’s tax department in St. Louis, MO before establishing his own CPA firm in […]

Matthew Taylor

Aug 22, 2019
For over 18 years, Matt excelled in helping individuals, families, and businesses in Sonoma County work toward their financial goals. […]

Sandy Loewen (Koppen)

By: Paige
Aug 21, 2019
Before joining our firm, Sandy Loewen (Koppen) devoted most of her energy to raising her two daughters and volunteering with […]