Wendy’s "Why": Creating opportunities for business owners to discover their “NorthStar”.

Wendy prides herself on creating winning strategies while thinking “outside of the box”! Her background as a CPA, entrepreneur, startup CFO and former corporate executive have given her a broad insight in finding solutions to help her clients achieve exceptional growth and financial success. She has a BS degree in Accounting from Indiana University, MBA courses at the University of Tampa and holds the CPA designation.

There is a secret you may not know about Wendy – while she may seem like the typical CPA, she taps into her creative side by utilizing her musical talent.

Nancy’s "Why": Working with clients to understand their needs and wants in pursuing their dreams.

Nancy is known in our company as the “QuickBooks Extraordinaire”. She has extensive knowledge in accounting and bookkeeping from having worked with many small businesses here in the Bay Area. Her attention to detail and common sense approach sets her apart from her peers. One of her specialties is agricultural accounting and reporting. She attended Gavilan College and Cal Poly San Luis Obispo.

There is a secret you may not know about Nancy – she is California bred and has a small farm in the South Bay where she wakes up in the wee hours of the morning to attend to her chickens and sheep.

Catie’s "Why": Advising clients to help them achieve the team’s goals and celebrate accomplishments.

Catie, as we lovingly call her, is your “Go-To Person” for getting your accounting and human resource needs addressed in a timely fashion. Her expensive knowledge in these areas has allowed her to service many small businesses in multiple industries. She graduated summa cum laude with a BS degree from Cal Poly San Luis Obispo.

There is a secret you may not know about Catie – she taps into her creativity by playing the piano and creating artwork using water colors as the media.

Brian’s "Why": To build/collaborate with a team of advisors to support our clients to achieve their vision.

Brian grew up in the heart of Silicon Valley where his parents owned a small business in the semi-conductor industry. At a young age, Brian learned the importance of implementing good processes to run an efficient operation. Capitalizing on that experience and his tenure in hospitality, entertainment, and finance, Brian is able to work with clients to assemble the “pieces of the puzzle” in creating a comprehensive view of their business.

There is a secret you may not know about Brian - he worked in the music industry as an Artist Manager.

Andrew’s "Why": To help clients and partners thrive as individuals and in their organizations.

Andrew is a “sales and business development guru”. He is a successful entrepreneur having founded a logistics and software company based in Los Angeles. Andrew has worked in the business lending and finance space for nearly a decade and is our in house “closer”. Andrew has a true gift of communicating with his clients and building rapport, while understanding their needs and what it takes to get them to the next level. Andrew graduated from Cal State Long Beach with a degree in finance.

There is a secret you may not know about Andrew – he taps into his creative side by playing his guitar and is a die-hard Basketball/Hoops fan.

Marcus' "Why": To help educate business owners and their Teams to maximize the value they provide and the profits they earn.

Marcus brings over 15 years of experience in sales, operations, business development, and strategic planning. Keeping clear and direct lines of commutation with colleagues and clients alike, he strives to ensure that the tools are provided to reach one’s maximum potential.

There is a secret you may not know about Marcus – he loves to cook and enjoys spending his free time with his family and on the golf course.