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Tax
Services

Richard Avril
Richard Bellucci
Jenise Gaskin
Brad Holsworth
Mark Loveless
Geralyne Mahoney
Roy Maynard
Jeffery A. Pearson
Mark Shumaker
Michael S. Spence
Scott Taylor

Carolyn Amster
Marc H. Berger
Dennis R. Brach
John Brogan
Rich Gunn
Phillip L. Hutson
Sandy Murray
William A. Schulte
Douglas Schultz

   

Consulting
Russell K. Burbank
Curtis Burr
Andrea G. Cope
Phil Leibowitz
Steve Mayer
Maureen Lucey Mihelich
Michael N. Teutschel

Wealth
Management

Robert Anderson
Brian Frazier
Henry Pilger

Internal
Operations

Alfie S. Adona
Susan Harris

     

Susan Harris

Responsibilities
Chief Operating Officer.

Experience
Twenty-five years in banking, commercial real estate and professional service firms, including 14 years in administrative management of public accounting firms. Experience in directing support services departments, including: Human Resources, Recruiting and Career Development, Internal Accounting/Finance, IT Support, Office Services/Facilities and Administrative Assistance.

Education
BS/Business Administration/Finance - University of Missouri

Activities
Member - American Association of Accounting Administrators
Member - Human Resource/Administration Committee, California Society of CPAs (CalCPA)
Volunteer - American Red Cross


Interesting Tidbit
Traveled to Vietnam, Cambodia and Japan in 2006.





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