We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.


We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Our Firm

Christopher J. Carroll, Partner

Renee M. Bartell, Partner

Joshua L. Freitas, Partner

Yoanna Lie, Manager

Jennifer M. Dill, Manager

Michael J. Gelfuso, Manager

Kim Le, Office Manager

Jesse A. Draper, Senior Associate

Matthew T. Ta, Senior Associate

Ronica Naungayan, Senior Associate

Gloria E. Barragan, Senior Associate

Ben Howell, Associate

Trevor M. Neal, Associate

Ian S. Thompson, Associate

Cecilia Resendiz, Associate

Jackie Turkel, Associate

Russell Martin, Associate