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Assurance Services

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

     

Brad Holsworth

Responsibilities
Partner in the Assurance Services practice.

Experience
Over twenty-four years of experience which includes; eighteen years in public accounting, four years as a National Firm assurance partner, and six years in private industry as a chief financial officer for both publicly traded and private companies. Significant experience in working closely with companies in the manufacturing, distribution, technology, software development, biotechnology, financial services, consumer products, hospitality, construction and real estate development industries. Brad has also served on various corporate boards of directors for both publicly traded and private companies, including audit committee chairman for a NASD traded company.

Education
BS/Accounting – Santa Clara University

Activities
Member - American Institute of Certified Public Accountants (AICPA)
Member - California Society of CPAs (CalCPA)
Member - Financial Literacy program, California Society of CPAs (CalCPA)
Member - Alumni Association, Santa Clara University
Member - Walnut Creek Chamber of Commerce


Interesting Tidbit
Brad and his wife have organized a charity golf tournament for the last nineteen years.





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