Our Team of Bay Area Financial Advisors
Our team brings together the best of traditional
rhythms with modern instruments.
We are very selective in choosing the clients with whom we
work, and likewise extremely careful about adding to our ensemble
of professional consultants. Our team members are not only
expert technicians, they also have a combined 200 years of “real world” experience, are passionate about
what they do, and excellent communicators.
Combine that skill set with a requirement
that our consultants receive continuous, timely training in
the latest tools and techniques, and you’ve got access
to an immense universe of quality solutions under one roof.
Because our organization has a flat structure, you don't have
to buy large pyramid-shaped teams. You get exactly what you
need.
Tom Biesheuvel,
CEO
Business & Personal Financial Consulting, Taxes, Real Estate
Rich Scarpa, Partner,
CFO
Business & Personal Financial Consulting, Accounting, Taxes
Leslie Philbrook, MBA, SPHR, COO
Business Coaching & Consulting Practice Manager
Jeff MacAskill
Accounting & Financial Management Practice Manager
Sara Raby, CPA
Tax Services Manager
Shannon Fail, MBA, Registered Representative
Wealth Management Practice Manager
Rick Benigno
Investment Executive
Amelia Ma
Accounting Consultant
Phil Philbrook
Client Relationship Manager
Anna Lizza Regines
Billing Administrator and Client Services Coordinator
Carla Marin
Administrative Assistant
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