Meet the Team

Our robust client roster is served by a highly skilled team of multi-disciplinary professionals, dedicated to providing wise counsel and an outstanding level of service.
We believe that our approach to working with clients is as important as our professional qualifications. We offer highly personalized and dedicated service.
We listen to our clients, strive to understand and clarify their needs and objectives, and work closely with them to help them grow, prosper and succeed.
MANAGING PARTNER/CEO

MANAGING PARTNER/CEO

FCPA, FCA, LPA, CFP, TEP, FEA, ICD.D

PARTNER - ACCOUNTING & ADVISORY

PARTNER - ACCOUNTING & ADVISORY

CPA, CA

PARTNER - ACCOUNTING & ADVISORY

PARTNER - ACCOUNTING & ADVISORY

CPA, CA, CFP

PARTNER - US TAX SERVICE

PARTNER - US TAX SERVICE

CPA, CA, CPA (ILLINOIS)

PARTNER - CANADIAN TAX

PARTNER - CANADIAN TAX

CPA, CA

PRINCIPAL

PRINCIPAL

CPA, CA, CFP

DIRECTOR - WEALTH ADVISORY SERVICES

DIRECTOR - WEALTH ADVISORY SERVICES

BA, CFP, FMA, CEA

COUNSEL - ASSURANCE & ADVISORY

COUNSEL - ASSURANCE & ADVISORY

CPA, CA, MBA, BTech

Ronak Brahmbhatt

Ronak Brahmbhatt

CPA, CFA, EA

SANDA CAUSEVIC

SANDA CAUSEVIC

KLAUDIA COPAKOVA

KLAUDIA COPAKOVA

ANTHONY EMANUEL

ANTHONY EMANUEL

ASHLEY EMANUEL

ASHLEY EMANUEL

FELIX FERNANDEZ

FELIX FERNANDEZ

Intern

JOAN FRANCIS

JOAN FRANCIS

CPA

KEVIN GAO

KEVIN GAO

CPA, CMA

ISHUPREET GHATOURA

ISHUPREET GHATOURA

CPA

CATHY GIL

CATHY GIL

DANIELLE HEBERT

DANIELLE HEBERT

KRISTAN HENDRIKS

KRISTAN HENDRIKS

CHRISTINE KIM

CHRISTINE KIM

RODNEY LAI

RODNEY LAI

AMAN LITT

AMAN LITT

Intern

FENG LU

FENG LU

CPA

SANDRA MACEACHEN

SANDRA MACEACHEN

SHANNON MAGUIRE

SHANNON MAGUIRE

CPA, CA

RITI MALHOTRA

RITI MALHOTRA

CPA

GRANT MANSFIELD

GRANT MANSFIELD

KEVIN MEGHAN

KEVIN MEGHAN

CPA, CA

ZUBEIDA MOHAMED

ZUBEIDA MOHAMED

OLA OBASA

OLA OBASA

CPA, CGA

SADEK OSSEILY

SADEK OSSEILY

ALBERTO PEPER

ALBERTO PEPER

SANDRO RAJKOVIC

SANDRO RAJKOVIC

CPA

BLAIR ROBERTSON

BLAIR ROBERTSON

ADRIAN SELLAKUMAR

ADRIAN SELLAKUMAR

CPA, CA

LUKE SNAPE

LUKE SNAPE

ANDREA TESTA

ANDREA TESTA

YVONNE TURGEON

YVONNE TURGEON

CPA, CA

MIDHAT WASTY

MIDHAT WASTY

CPA, CA

MAC ZHANG

MAC ZHANG

CPA

DORIS ZHOU

DORIS ZHOU

CPA

Strategic Partners

CORPORATE FINANCE & TRANSACTION ADVISORY

CORPORATE FINANCE & TRANSACTION ADVISORY