Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Monica Wyse

Sr. Tax Associate

Monique Reyes

Manager, Tax Support

Woodland Hills

Nadine Collymore

Tax Associate

Naphtalie Germain

Sr. Tax Associate

Woodbridge

Natasha Orozco

Tax Associate

Encino

Nicholas Cathcart, CPA, EA

Tax Manager

San Diego – Scripps Ranch

Nicole Lai

Tax Manager

Woodland Hills

Patricia Hirata, CPA, JD

Sr. Director, Tax Services

Paul Petrosino

Tax Manager

Phil-Joseph Gellada, CPA

Sr. Tax Associate

San Diego – Scripps Ranch

Pia Wolfe

Tax Associate

Woodland Hills

Robert Hudgens

Tax Manager

Rouba Khzam, CPA

Sr. Tax Associate

LA-Century City, Newport Beach

Samuel Vanadia

Tax Associate

Westerville

Sarah Bolen

Tax Manager

Stevan Downs

Sr. Manager, Tax Services

Steven Elliott, CPA, MST

Director, Wealth Strategy — Tax Planning

Houston

Steven Trinh

Tax Associate

Sunny Myung

Sr. Tax Associate

Tamara Ballensky, CPA®

Tax Manager

San Diego – Scripps Ranch

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