Our Team
Elizabeth Anderson
Director
AREA OF EXPERTISE: Construction, real estate, nonprofit, employment benefit accounts, winery, franchise entities, and other business service entities.
LICENSE: CA
Josh Schepers
Director
AREA OF EXPERTISE: Closely held small to medium-sized businesses
LICENSE: CO
Pat Murray
Director
AREA OF EXPERTISE: Nonprofit organizations, privately-owned companies, labor unions, and employee benefit plans
LICENSES: MD
Chris Estes
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: CA
Christina Freilich
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: CA
Christy Link
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: CA
Greg Montplaisir
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: OR
James Kepke
Director
AREA OF EXPERTISE: Construction
LICENSE: CA
Jeremy Shook
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: OR
Keith Hunting
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: CA
Mark Harker
Director
AREA OF EXPERTISE: Construction, real estate, homeowner associations, and other privately held business clients
LICENSE: UT
Matthew Lohrenz
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: IL
Paul Catanese
Director
AREA OF EXPERTISE: Info coming soon.
LICENSE: CA
Paul Dustman
Director
AREA OF EXPERTISE: Mortgage lending, physician associations, nonprofits, equity funds, construction, and employee benefit plans
LICENSE: CA
Peter Martin
Director
AREA OF EXPERTISE: Distribution, manufacturing, construction, real estate, retail, import/export, restaurants, and nonprofits
LICENSE: NJ
Richard Layne
Director
AREA OF EXPERTISE: Employee pension and health benefit plans
LICENSE: OR