Leadership

At Frank, Rimerman, passionate, expert, strategic professionals come together to create the best teams. The best teams create sustainable value that attracts extraordinary clients.

Meet our firm leaders.

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  • Joseph Albero

    Tax Partner

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    Joseph Albero

    Tax Partner

    “Our clients work in environments of constant innovation. They rely on us to keep pace, understand their needs and help them peer around the corner for what is coming next.”

    As a tax partner in our San Francisco office, Joe has over 20 years of experience in tax planning and consulting, and works with a wide range of clients. He works closely with founders, key executives and corporations, specializing in consulting regarding entity structure, corporate compliance, mergers and acquisitions, stock options and executive compensation. He also has significant expertise in the issues associated with venture fund and private equity investment partnerships. Joe’s expertise for individuals, entrepreneurs and high net worth family groups includes succession planning, estate planning and gift tax planning.

    • J.D. Fordham University School of Law
    • LL.M. New York University School of Law
    • B.S. Manhattan College
    • New York Certified Public Accountant
    • Member of the Bar in the states of California and New York
    • Member of the American Institute of Certified Public Accountants (AICPA)
  • Andrew Alves

    Tax Partner

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    Andrew Alves

    Tax Partner

    For nearly 15 years, Andy has worked with high-net-worth individuals, their closely-held businesses, partnerships, and fiduciaries to minimize income, gift and estate tax. His expertise is in serving business owners, executives of public and pre-IPO companies, venture capitalists and entrepreneurs to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning. Andy also actively assists his clients with gift and estate planning matters through his experience with family limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques.

    • B.S. California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Mansoor Ateeq

    Assurance & Advisory Director

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    Mansoor Ateeq

    Assurance & Advisory Director

    Mansoor has more than 16 years of experience serving the asset management industry in Pakistan, the Middle East, the Cayman Islands, and the United States.  His clients have ranged in size from start-up managers to multinational, multibillion-dollar alternative investment firms. Mansoor is well versed with both U.S. GAAP and IFRS and has worked on a wide range of strategies and structures including venture capital, private equity, hedge funds with a variety of unique asset classes including but not limited to marketplace lending and cryptocurrency. He has also worked with various investment managers on fund structuring, investment valuations, financial statement disclosure requirements, and partner allocations.

    • B.Com. University of Karachi (Pakistan)
    • Fellow Member of the Association of Chartered Certified Accountants (FCCA, United Kingdom)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Stephen Baroni

    Accounting & CFO Advisory Partner

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    Stephen Baroni

    Accounting & CFO Advisory Partner

    “It is exciting to work with entrepreneurs, and help them develop the financial and business strategies for launching their ideas. And it’s rewarding to be part of a team of people that perform the important roles we serve for our clients with commitment and passion.”

    With more than 30 years of experience providing accounting, auditing, and business advisory services to early and mid-stage technology companies, Steve leads the firm’s Accounting and CFO Advisory Group which provides part-time accounting, controller and CFO services for startup companies and privately held businesses.

    Over the last 20 years, he has served as part-time CFO for a number of early and mid-stage, venture-backed companies in the software, internet, mobile, semiconductor, hardware, and life science industries. His areas of expertise include financial planning and modeling, reporting and metrics, debt and equity financings, sales operations, revenue recognition and international expansion.

    Steve spent the first 10 years of his career in our Assurance and Advisory practice, primarily serving companies in the software, semiconductor, and internet industries.

    • B.S. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Member of the Finance Committee and Board of Directors for the Catholic Community Foundation of Santa Clara County
    • Current member and past chair of Santa Clara University Accounting Advisory Board
    • Named Accounting Alumni of the Year for 2014, Santa Clara University Leavey School of Business
    • Previous board member and finance chair for YMCA at Camp Jones Gulch
  • Christina Bell

    Accounting & CFO Advisory Director

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    Christina Bell

    Accounting & CFO Advisory Director

    As a director in the firm’s Accounting & CFO Advisory Services (ACFO) practice, Christina provides part-time CFO or VP of Finance services, primarily for early and mid-stage venture-backed companies for a variety of industries.  Throughout her over 20-year tenure with the firm, she has enjoyed working with seasoned, serial, and newly-minted entrepreneurs alike. 

    Christina is a CMA with a degree in Accounting but believes strongly that most of her skills are, and continue to be, learned and sharpened in real life.

    • B.S. San Jose State University
    • Member of the Institute of Management Accountants (IMA)
  • Jasmine Berjikly

    Tax Partner

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    Jasmine Berjikly

    Tax Partner

    “I enjoy getting the best tax results for my clients and work proactively with all the advisers to get to that result. I am committed to understanding my clients’ goals, whether it be income tax planning, charitable planning, wealth transfer, or simplicity, and work toward it every step of the way.”

    Working primarily out of our San Francisco Office, Jasmine has over 18 years of experience focused on tax, financial, and estate planning services for high net worth individuals, their closely held businesses and investment partnerships, trusts, and non-profit entities. She has extensive experience advising clients with highly tax efficient income and estate and gift tax planning strategies, including:

    • Qualified small business stocks
    • Stock option planning and concentrated stock positions
    • Charitable planning around significant income events
    • Grantor retained annuity trusts
    • Defective grantor trusts
    • Charitable remainder trusts and charitable lead trusts
    • Family limited partnerships
    • Real estate investments
    • Foreign investments

    Jasmine also provides financial management services with our Family Office department, serving as an “outsourced CFO” for our high net-worth families.

    • B.S. University of San Francisco, Magna Cum Laude
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Board member for 826 Valencia, a San Francisco based nonprofit organization founded by author Dave Eggers and veteran teacher, Nínive Calegari, dedicated to supporting under-resourced students ages six to eighteen with writing skills
    • Previous Board of Directors Member for CalCPA’s Peninsula/Silicon Valley Chapter
    • Selected for the 2010 AICPA Leadership Academy
    • Fluent in Cantonese Chinese
  • Stephen Brandt

    Tax Director

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    Stephen Brandt

    Tax Director

    Stephen provides tax planning and compliance services to a wide array of clients, including venture capital funds, high-net-worth individuals and their closely held businesses and trusts, family limited partnerships, and private corporations. He specializes in venture capital work, including tax return compliance, analysis and application of operating agreements, consulting on partnership distributions, and general tax consulting to optimize tax efficiency. He also works closely with venture capital fund managers and other high net worth individuals to meet their tax compliance and consulting needs.

    • Bachelor of Science, University of California at Santa Barbara
    • Currently pursuing his Master of Science in Taxation at Golden Gate University
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Jonathan Bye

    Assurance & Advisory Partner

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    Jonathan Bye

    Assurance & Advisory Partner

    Jonathan Bye is an asset to any client with complex accounting challenges. He assuages client concerns with his deep knowledge of the intricacies of the industry and a collaborative approach. Jonathan delves into highly technical financial situations to produce accurate financial statements and reporting with sensitivity to timelines, while maintaining transparency and responsiveness with his clients. Jonathan offers his clients genuine peace of mind because he is capable of managing the financial labyrinth before them.

    Beginning his career with Frank, Rimerman in 2005, Jonathan’s assurance experience includes audits of venture capital funds and privately held companies in a variety of industries, such as: manufacturing, software, professional service, and high-tech. Accessing internal and external resources, combined with personal interest and experience, Jonathan extends himself beyond technical guidance to also offer sound general advisory services. He makes it a personal goal to ensure integrity, exemplary work quality, and uncommon reassurance and guidance for his clients.

    Jonathan’s focus includes:

    • Venture capital funds
    • Privately held companies
    • Complex partners’ capital allocations
    • Debt agreements
    • Equity accounting
    • Revenue recognition

    Jonathan enjoys complexities and challenges. He confronts them head-on with a commitment to accuracy, experience in the specific knowledge and language of the industry, respect for deadlines, and personal communication and attentiveness to his clients.

    In his leisure time, Jonathan enjoys spending time with his children. A Bay Area native, he engages in Bay Area sports. He has traveled all over the world to scuba dive in places like the Galapagos Islands, the Great Barrier Reef, the Caribbean, Monterey Bay, the coast of Mexico, and the Philippines.

    Here are a few of the accomplishments and distinctions that set Jonathan apart:

    • M.S. University of California, Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Shelley Chen

    Tax Partner

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    Shelley Chen

    Tax Partner

    Shelley has over 20 years of public accounting experience. Her expertise includes tax planning and compliance for executives and high net worth individuals and their families, including start-up entities and related closely held businesses. She works with a diverse range of clients consisting of a high concentration of investments including real estate holding and development organizations, venture capital and investment enterprises.

    Shelley built the firm’s Partnership Tax Team with the objective of advancing the firm’s technical development in partnership and real estate taxation.

    • M.S.T. San Jose State University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Yojing Chi

    Tax Director

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    Yojing Chi

    Tax Director

    For over 11 years, Yojing has provided tax advisory, consulting and planning services to high-net-worth individuals, their trusts, their foundations, and their closely-held businesses. She works with a wide range of clients and in various industries. Internally, she assists with the Firm’s recruiting efforts and with people management and career progression within the Tax department.

    • B.S.C. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Michael Chojnacki

    Tax Partner

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    Michael Chojnacki

    Tax Partner

    “My goal is to deliver optimal results to my clients while minimizing the time they need to be involved. I try to make things as simple as possible so my clients can stay focused on doing what they do best.”

    Mike is a partner in the firm’s Tax Practice, working primarily out of our Palo Alto office. He provides tax, financial, and estate planning services to high net worth families and executives, and has over 22 years of public accounting experience. Because many of Mike’s clients have financial interests around the world, Mike has developed a global perspective and expertise in issues as diverse as the taxation and reporting of foreign investments and the various tax, regulatory, and risk issues related to private aircraft ownership.

    • B.S. University of California, Santa Barbara, High Honors
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Amanda Chow

    Assurance & Advisory Partner

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    Amanda Chow

    Assurance & Advisory Partner

    Amanda is a partner in our venture capital audit practice providing assurance services to funds from $5 million to over $2 billion. She brings a level of calmness to every situation she encounters providing her clients peace of mind regardless of the matter at hand. She also has experience with employee benefit plans, not-for-profits and small to mid-sized privately held companies in a variety of industries including manufacturing, software and high-tech.

    Internally to the firm, she oversees onboarding and training for all rotational interns and associates who join the Assurance and Advisory practice.

    • Bachelors of Science from California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Joshua Cohen

    Tax Partner

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    Joshua Cohen

    Tax Partner

    “The entrepreneurial environment that surrounds our practice leads me to think creatively and thoughtfully about our clients and their businesses. I find great reward in the collaborative and constructive sharing amongst the firm’s partners, managers and staff that helps find optimum and effective results for our clients. I take pride in this process and believe it not only leads to outstanding service for clients, but also helps us develop the next generation of knowledgeable and well rounded practitioners for our firm.”

    Josh is the partner-in-charge of the Tax Department and Service for Individuals Division for Frank, Rimerman + Co.  He has a varied and interdisciplinary tax background, including significant experience with individual and flow-through tax clients. His industry experience includes professional service and consulting businesses, technology, and venture capital.  Josh has served on many integrated teams of accountants, investment advisors, and attorneys in planning and implementing tax strategies for individuals and family groups with both domestic and international facets.

    • M.S. San Jose State University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Will Cole

    Accounting & CFO Advisory Partner

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    Will Cole

    Accounting & CFO Advisory Partner

    Will works with early and mid-stage venture backed companies serving as their Director of Finance. He has served clients in a number of industries including software-as-a-service (SaaS), traditional software, infrastructure-as-a-service (IaaS), mobile, computer networking, and internet (media, design). Will’s areas of expertise include managing startup operations, accounting and business process, month-end/quarter-end close process, financial statement preparation in accordance with GAAP, preparing reports for Board of Directors meetings, budgeting and monthly forecasts, equity management, audit preparation, due diligence, and acquisitions.

    Will specializes in helping high growth clients navigate the operational and technical pitfalls as they scale and optimize their financial operations. He collaborates with his clients to help ensure that they are always audit and acquisition-ready. He has been instrumental in successfully navigating multiple clients through the process of being acquired.

    • Bachelors of Science from University of California, Berkeley
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Scott Daily

    Tax Partner

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    Scott Daily

    Tax Partner

    As a director in our Tax practice, Scott works primarily with real estate and venture capital partnerships as well as high net worth individuals. His experience serving partnerships includes formation and dissolutions, mergers, real estate transactions, and state and foreign tax compliance.  His experience serving high net worth individuals includes family limited partnerships, wealth transfer, and gift and estate planning.  

    • M.S.T. San Jose State University     
    • B.A. University of California, Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Anthony Data

    Chief Financial Officer

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    Anthony Data

    Chief Financial Officer

    As the firm’s Chief Financial Officer, Tony synthesizes and analyzes financial data including budgets and income statements with consideration for the firm’s goals.  Tony works closely with the partners of the firm to influence long-term, strategic decision-making.  Tony is passionate about using data to provide recommended courses of action to reduce costs and improve the firm’s finances.

    Tony began his career in the firm’s Assurance and Advisory department where he worked with privately held companies in a variety of industries and not-for-profit organizations. He worked closely with his clients in providing timely auditing services and was responsible for supervising the audit fieldwork and working directly with management in order to provide the highest quality of service.

    Today, Tony spends his time analyzing past, future and comparative performance to develop firm forecast models.  He is also passionate about creating a data intelligence framework that will support the growth of the firm at any size.  He is an exceptional leader and leads a team of 15+ to support the firm’s internal financial functions.

    • B.S. Menlo College
    • C.A.A.P. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Jaime De Jesus

    Tax Director

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    Jaime De Jesus

    Tax Director

    Jaime has been serving the venture and private equity community for over 17 years. He spent the first 15 years of his career at a Big 4 Firm, where he worked on some of the largest and most complex venture capital funds. He works closely with general partners and their related entities on their tax planning and consulting needs. Jaime also has extensive experience with the tax issues surrounding qualified small business stock.

    • M.S.T University of Southern California
    • B.S. Haas School of Business at University of California, Berkeley
    • California Certified Public Accountant
    • New Jersey Certified Public Accountant
    • Member of the American Institute of Certified Public Accountants (AICPA)
  • Mollie Dilbeck

    Business Tax Director

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    Mollie Dilbeck

    Business Tax Director

    Mollie has over 15 years of public accounting experience and specializes in providing tax return compliance, consulting including research and analysis of tax issues, tax provision preparation for both publicly traded and privately held companies, tax provision reviews and regulatory compliance and tax authority inquiries and examinations. Additionally, her experience managing both privately held and publicly traded companies provides the ability to meet the needs of complex organizational groups. Mollie works for a broad range of national and multi-national companies in the technology industry. 

    • B.S. California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA) 
  • Patricia Dwyer

    Tax Partner

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    Patricia Dwyer

    Tax Partner

    Pat has 30 years of experience working in public accounting firms, with an emphasis on estate planning and trust and estate services since 1995. Throughout her years of practice, she has developed a deep understanding of complex estate and trust issues. She specializes in assisting high-net-worth individuals and large multi-generational family businesses with their estate and succession planning needs. She focuses on helping clients reach their family wealth transfer goals through trust, business succession, and charitable planning; estate and income tax planning; and insurance, retirement, and education planning. She also assists families through the difficult postmortem process; including complicated estate, gift and trust tax compliance along with trust administration and funding issues.

    While in law school, she developed an enthusiasm for tax law and worked closely with the late Professor Jerry Kasner, a prominent national estate planning tax attorney and speaker, researching and editing his treatise, Post Mortem Tax Planning.

    • J.D. Santa Clara University School of Law
    • B.A. University of California, Davis
    • Member of the Bar in the states of California and Oregon
    • Certified Financial Planner (CFP)
    • Member of the American Institute of Certified Public Accountants (AICPA)
  • Michael Farnow

    Assurance & Advisory Director

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    Michael Farnow

    Assurance & Advisory Director

    As a director in the firm’s Assurance and Advisory practice, Michael specializes in providing audit and consulting services to privately held companies in a variety of industries, including software and technology, banking and financial services, as well as manufacturing and consumer products.

    With over 15 years of experience, Michael focuses on serving small to midsize companies and has extensive background working with clients on financial reporting and technical accounting matters, as well as many other critical client-focused activities.

    • B.A. University of California, Santa Barbara
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Past Board of Directors for the CalCPA Peninsula Silicon Valley Chapter  
  • Jeffrey Frenster

    Employee Relations and Development Director

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    Jeffrey Frenster

    Employee Relations and Development Director

    Jeffrey leads the firm’s Employee Relations and Development team focused on employee experience from start to finish. He has over 30 years of experience in management consulting, financial planning and employee development roles. Jeff is also known as the minister of culture ensuring a great work environment and collaborating across teams to allow employees to develop to their full potential. He is involved in developing and implementing new initiatives designed to increase employee skills and to further strengthen the firm’s ability to deliver Five Star Service to clients. Jeff is also a co-founding member of the firm’s Values Forward committee focused on the firm’s diversity, equity and inclusion initiatives.

    • M.B.A. Cornell University
    • B.S. University of California, Berkeley
  • John Garverick

    Tax Director

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    John Garverick

    Tax Director

    John works with high-net-worth individuals, their closely held businesses, partnerships, and fiduciaries. His expertise is in serving business owners, executives, and sophisticated investors to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning. John also actively assists his clients in family wealth transfer matters. He has extensive experience with research and development credits, multistate tax issues, and foreign compliance.

    • Master’s in Taxation from San Jose State University
    • Bachelor of Science from University of California, Santa Cruz in Economics and Bioinformatics
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
    • Past participant of CalCPA’s Emerging Leaders Program
  • Bryan Gendron

    Assurance & Advisory Partner

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    Bryan Gendron

    Assurance & Advisory Partner

    Bryan is Partner-In-Charge of Frank, Rimerman’s Public Company Services Practice and Assurance Quality Control Group. He also serves as a leader in the investment partnership practice.  He helps clients in the industries of manufacturing, technology, life sciences and financial services. Bryan’s experience is diverse with a deep understanding of capital formation in the public and private sectors including, but not limited to, venture capital and private equity fundraising and investment, initial public offerings and special purpose acquisition companies.

    • B.B.A. University of Massachusetts, Amherst
    • California and Massachusetts Certified Public Accountant
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Adam Gensler

    Tax Partner

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    Adam Gensler

    Tax Partner

    For over 20 years, Adam has been a trusted advisor to high net worth individuals, their families, and their closely held businesses. Adam has extensive experience advising his clients in regards to wealth building, wealth management, wealth transfer, and charitable ambitions.

    • B.A. Cornell University
    • Certified Financial Planner (CFP)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Member of the Tax and Personal Financial Planning Sections of the AICPA
  • Larry Gentry

    Finance and Accounting Director

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    Larry Gentry

    Finance and Accounting Director

    Larry has spent more than 20 years serving in accounting, finance and tax compliance roles with Frank, Rimerman.  Throughout his tenure with the firm, Larry has served as the firm’s chief financial officer, as well as the chief compliance officer for the firm’s investment advisory practice, Frank, Rimerman Advisors.

    Larry delivers timely, insightful business intelligence contributing to the firm’s competitive advantage, provides stewardship of firm assets and ensures the firm conducts itself in accordance with relevant legal and regulatory requirements.

    • B.B.A. University of Texas, Arlington
    • New York Certified Public Accountant
    • Member of the Bar in the states of California and New York
    • Member of the American Institute of Certified Public Accountants (AICPA)

     

  • Henry Godsey

    Business Tax Partner

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    Henry Godsey

    Business Tax Partner

    Henry provides tax planning and compliance to a wide array of clients, including private corporations, operating partnerships, and high net worth individuals. He specializes in tax return compliance and consulting for privately held, family-owned businesses, venture backed corporations, and large multi-state and multi-national consolidated entity groups. His experience includes international tax planning, multi-state taxation, and general corporate and individual compliance.

    • Bachelor of Accountancy from University of San Diego
    • Currently pursuing his Master of Science in Taxation at Golden Gate University
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Sangini Goenka

    Tax Partner

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    Sangini Goenka

    Tax Partner

    Sangini is a partner in the firm’s Tax Practice, working primarily with high net worth individuals, their closely-held businesses, partnerships, fiduciaries and non-profit entities. Sangini also has significant expertise with investment funds, and their owners and advises clients on efficient tax planning techniques. She advises individuals in their investment and real estate entities on matters such as entity formations, sales, and exchanges. Her expertise also includes gift and estate planning, international tax issues, qualified small business stock planning, and concentrated stock and stock option planning.

    • B.Com University of India, Mumbai
    • Indian Chartered Accountant
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Patricia Gower

    Recruiting Director

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    Patricia Gower

    Recruiting Director

    Patti leads our Recruitment and Talent Acquisition teams with a 23-year tenure with the Firm.  She has partnered with leadership in designing entry-level programs to foster the development and organic growth of staff that serves the increasing needs of our client teams. The Firm is regularly recognized as one of the Best Places to Work in the Accounting profession and has received consistently high rankings for its Summer Internship and Associate programs.

    In addition, Patti oversees program development for strategic talent acquisition across departments.  She has a dedication to creating welcoming candidate experiences and matching talent with the Firm’s culture and values. Patti is also passionate about Diversity and Inclusion measures that parallel the Firm’s value system and leads a team within the Values Forward Committee.

    • B.S. California Polytechnic State University, San Luis Obispo
  • Michael Haenel

    Tax Partner

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    Michael Haenel

    Tax Partner

    Mike specializes in working primarily with high net worth individuals, their closely-held businesses, partnerships, and their fiduciaries. His expertise is in serving executives and officers of public and pre-IPO companies, and sophisticated investors to optimize tax efficiency with complex investment vehicles, concentrated stock positions and stock option planning. 

    • B.S. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Jonathan Ham

    Tax Partner

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    Jonathan Ham

    Tax Partner

    As a Tax Partner in our San Francisco office, Jonathan focuses on delivering advice and insight that is right for each of his clients.  He takes the time to understand what is important to each client so that he may help them achieve their goals in a tax-efficient and practical manner.

    Jonathan has been with Frank, Rimerman since 2008, working primarily with high net worth individuals, venture funds, and closely held corporations and partnerships.

    Jonathan’s expertise includes:

    • Gift and estate planning
    • Charitable planning
    • Stock option planning
    • Qualified Small Business Stock planning
    • Entity structuring
    • State and foreign tax compliance, residency issues
    • Various forms of trusts (GRATs, DGTs, CRTs, CLTs, ILITs)
    • Family partnership structures

    Jonathan’s education and memberships include:

    • M.S.T. from Golden Gate University
    • B.A. University of California, Santa Barbara
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Lisa Henderson

    Tax Partner

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    Lisa Henderson

    Tax Partner

    “What makes us so unique is the difference we make for our clients. They recognize the value of our knowledge and commitment, and we become a significant part of their solution. We help to transform their transactions and their lives.”

    Lisa has over 35 years of experience providing tax compliance and planning services for flow-through entities, high-net-worth individuals and closely-held businesses. Her specialties include the formation and restructuring of business entities, consulting on intricate real estate transactions and wealth transfer strategies. She has substantial experience working with venture funds, both private equity and real estate. Lisa’s expertise includes tax-efficient planning with various charitable gifting structures. Lisa also serves as Department Dean for Tax for Frank, Rimerman University, and was instrumental in forming the Firm’s internal training infrastructure. 

    • B.S. San Jose State University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Cameron Hendricks

    Business Valuation Director

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    Cameron Hendricks

    Business Valuation Director

    Cameron is a director at Frank, Rimerman and leads the Business Valuation practice. With his expertise in fundamental valuation, he and his valuation team take a collaborative approach to the valuation process which results in accurate and well-supported analyses that meet the needs of their clients.

    • M.S. & B.S. University of Oregon
    • Accredited Member from the American Society of Appraisers in the field of Business Valuation
  • Robert Hoffman

    Tax Partner

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    Robert Hoffman

    Tax Partner

    Rob has over 21 years of public accounting experience and specializes in providing tax, financial, and estate planning to high net worth individuals, including entrepreneurs, executives, venture capitalists and founders of some of the largest Silicon Valley companies. Rob has extensive experience in stock option planning, charitable gift planning, family limited partnerships, and various trust structures to help his clients minimize taxes and maximize wealth transfer. He primarily works in the Firm’s Palo Alto Office.

    • B.S. California Polytechnic University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Steven Hong

    Assurance & Advisory Director

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    Steven Hong

    Assurance & Advisory Director

    Steven is a director in our Assurance and Advisory Practice with extensive experience working with venture capital funds and privately held companies in a variety of industries, which includes financial and professional services, manufacturing, pre-IPO software and high-technology.  He is experienced in revenue recognition, acquisition accounting, equity accounting, and accounting for complex debt agreements.

    • B.A. University of California, Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Prerna Jagada

    Tax Director

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    Prerna Jagada

    Tax Director

    Prerna has nearly 25 years of experience and is a director in the firm’s Tax Practice. Her clients include high net worth individuals, such as entrepreneurs, executives, venture capitalists, young professionals and founders of companies. She works closely with her clients to assist with tax compliance and annual tax planning. Her services include stock option planning, optimizing tax efficiency with concentrated stock positions, and charitable giving. She has a keen interest in assisting her clients with the choice of philanthropic vehicles. Prerna is responsible for all tax compliance services for the firm’s Public Charity clients and is a leader in our services to Private Foundations Practice.   

    • B.Com. Osmania University in Hyderabad (India)
    • Intermediate degree of Chartered Accountancy
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Fluent in Hindi and Gujarati 
  • Elizabeth Johnson

    Accounting and CFO Advisory Partner

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    Elizabeth Johnson

    Accounting and CFO Advisory Partner

    Lizzie works with early and mid-stage venture-backed companies serving as a VP of Finance. She has served clients in a number of industries including software (SaaS, enterprise software, security), cleantech (solar retail, solar manufacturing), life sciences (precision medicine, medical device, research), mobile and internet (apps, gaming, social broadcasting, media, search).

    Lizzie’s areas of expertise include managing startup operations, advising on accounting and business processes, mitigating risk and other business-related issues.  She has extensive experience in financial statement preparation in accordance with GAAP, international matters and consolidations, equity management, audit preparation and due diligence. Further, Lizzie works closely with clients to develop operating plans, technical memos and Board of Director reports. 

    • M.S University of San Diego  
    • B.A. Westmont College 
    • Licensed Certified Management Accountant (CMA) 
    • Chartered Global Management Accountant (CGMA) 
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of the California Society of Certified Public Accountants (CalCPA)  
    • Member of the Institute of Management Accountants (IMA) 
  • Robbyn Johnson

    Assurance & Advisory Director

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    Robbyn Johnson

    Assurance & Advisory Director

    Robbyn serves as the firm’s Quality Control Director. Prior to joining, she spent 13 years at the Public Company Accounting Oversight Board (PCAOB) as an inspector of both Big 4, national, regional, and local firms. In this role, she evaluated compliance with the auditing and quality control standards and regulatory requirements applicable to firms that audit public companies. She began her career at a Big 4 firm where she served public and private companies across a variety of industries for 14 years.

    • B.S. Florida A&M University
    • Texas Certified Public Accountant
    • Member of the American Institute of Certified Public Accountants (AICPA)
  • Melanie Kidder

    Accounting & CFO Advisory Partner

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    Melanie Kidder

    Accounting & CFO Advisory Partner

    Melanie Kidder combines straightforward communication with over twenty-four years of finance experience to garner consistent results for her clients. She works with clients to quickly identify problems, prioritize urgent matters and layout options in simple terms that make sense.

    In conjunction with her accounting experience at a biotech and SaaS start-up, Melanie began her career in Frank, Rimerman’s Assurance and Advisory department, which includes four years auditing privately-held companies and employee retirement plans. As a member of the ACFO Group, Melanie provides part-time CFO or VP of Finance services, primarily for early and mid-stage venture-backed companies.

    Melanie’s expertise includes:

    • managing start-up operations
    • accounting and business processes
    • system implementation and conversion
    • financial reporting and reporting for Board of Directors
    • stock option and equity accounting
    • audit and due diligence preparation
    • budgeting, international operations, and consolidation (domestic and foreign)
    • human resources assistance and staff training
    • expertise in the SaaS industry (Software as a Service)

    Melanie believes that digging deep and forming relationships with a team or organization brings the most impactful results. She is forthcoming about the real problems she detects and the most pragmatic solutions. Over time, she becomes a trusted partner and resource who helps clients understand the pros and cons before making sensitive financial decisions.

    Outside of the firm, Melanie actively supports the parent teacher association at her son’s school for which she has held multiple executive Board member roles. She loves dogs—especially her two German Shepherds. She gets to the beach and 49ers games as often as she can.

    • B.S. Santa Clara University
    • Chartered Global Management Accountant (CGMA)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Recognition in 2012 as an Emerging Leader in CalCPA Women to Watch
    • Chair of the Frank, Rimerman + Co. Values Forward Committee 
    • Intacct Certified Services Provider
  • Brittney Kim

    Tax Director

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    Brittney Kim

    Tax Director

    Brittney has over 13 years of experience in compliance, tax planning, and consulting work for various entity structures as well as high net worth individuals. She works with a variety of businesses, specializing in real estate, internet, and investment. Her work includes privately held, family-owned businesses and large multi-state companies. She works with a wide range of clients including CEOs and executives of large and small companies, entrepreneurs, and start-up corporations. She is a key member of the firm’s partnership team assisting clients with multifaceted real estate transactions and complex investment holdings.

    • B.S. San Jose State University
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Brian Kreischer

    Managing Partner

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    Brian Kreischer

    Managing Partner

    “When a new client tells me our services were well worth the money because our entire team understands their business and approaches the project in a creative and intelligent manner, I know we’ve accomplished our goal of developing top-level talent that delivers real value to our clients.”

    Brian has been serving the clients and staff of Frank, Rimerman, in many capacities, for over thirty years. Brian strives to sustain a culture where people can flourish and achieve the deep fulfillment of making an impact, being of value and extending the success of others.

    We have remarkable clients who are positively changing our world in dramatic ways.  In leading the Firm, Brian helps team members understand how their efforts contribute to the Firm’s impact on client success.  Brian aligns our leadership decisions with our core values to ensure we perpetuate a culture that serves our clients, our team and our community with pride.

    Throughout his career, he has served clients in a variety of industries with technical accounting, financial reporting, corporate governance, risk management and business advisory services. He has served as an expert witness in a variety of litigation cases involving complex financial matters, including marital dissolutions, fraud, and damage computations. Brian has presented at national conferences on complex technical issues, including revenue recognition, stock compensation, and international accounting issues.

    Brian’s expertise includes:

    • Propagating the culture of the firm
    • Developing leadership programs, including coaching and mindfulness
    • Facilitating the strategic direction of the firm
    • Coaching emerging leaders
    • Applying organizational development techniques to facilitate positive change

    Our clients operate in a global economy and Brian invests deeply in our global network, Baker Tilly in order to bring global expertise to our clients.  Baker Tilly is one of the ten largest networks of accountancy and business advisory worldwide.  Brian serves on the International Board of Directors and various other governance committees to contribute to the leadership and vitality of the network.

    When away from the office, Brian spends most of his time with his wife and two young children, endeavoring to raise well-adjusted, resilient, independent-thinking humans.  Brian enjoys going to the theatre, attending live music events, and can’t wait until his children get old enough for him to get back to sailing on the Bay. He has been known to sometimes disappear into his workshop to spend quality time with his woodworking tools.

    Brian’s professional and community involvement has included:

    • Syracuse University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • California Society of Certified Public Accountants (CalCPA)
    • Member of the Board of Directors and Executive Committee of Baker Tilly International
    • Member of the Board of Trustees and Finance Committee of Children’s Day School, an independent school in San Francisco
    • Past Co-chair of Syracuse University’s (Brian’s alma mater) San Francisco Regional Advisory Council
    • Past Chairman of the AICPA National Advanced Accounting and Auditing Technical Symposium Planning Committee
    • Past Board Member and Chairman of the Finance Committee for the Palo Alto Art Center Foundation
  • Ross LaBrier

    Assurance & Advisory Partner

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    Ross LaBrier

    Assurance & Advisory Partner

    Ross’ focus is on working with venture capital funds and privately held companies. Over the past ten years, his clients have spanned a variety of industries including manufacturing, software, professional services, and high-tech. He is an expert in accounting for complex partners’ capital allocations, debt agreements, equity accounting, and revenue recognition.

    • Bachelor of Science in Economics with an emphasis in Accounting from the University of California, Los Angeles
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Victoria LaBrier

    Accounting & CFO Advisory Director

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    Victoria LaBrier

    Accounting & CFO Advisory Director

    Victoria serves as a Director of Finance for early and mid-stage, venture backed companies. Her clients include companies in the clean technology, software as a service, artificial intelligence and manufacturing industries. Victoria’s experience includes overseeing the month-end close, preparation of financial statements in accordance with GAAP, budgeting and financial statement analysis, and ensuring state and local tax requirements are met. She has also been instrumental in ERP implementations including those transitioning onto NetSuite. Operationally, Victoria has worked with her clients on establishing inventory management.  

     Victoria has helped her clients scale from a 5-person company through 300+ employees, including assistance with due diligence, financial statement audits and acquisitions. Her strong technical background ensures that her clients are well prepared and supported for their current and future business needs. 

    • Bachelor of Accountancy from University of San Diego
    • Treasurer for the Board of Directors of the Petaluma Mothers’ Club
    • Member of American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants
  • Sangeeta Lam

    Family Office Partner

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    Sangeeta Lam

    Family Office Partner

    Sangeeta has over 15 years of accounting management experience and is a Partner in our firm’s Family Office Practice. After starting her career within our Tax Practice where she gained valuable experience serving high net worth individuals, Sangeeta transferred to our Family Office Practice where she provides outsourced accounting support to high net worth individuals and their families. Sangeeta’s areas of expertise include:

    • managing cash flow, bank accounts, credit cards, etc.
    • facilitating personal investment transactions
    • bookkeeping and accounting, including monthly and annual reporting
    • tracking expenses
    • preparation of information for use in tax planning and return preparation

    Sangeeta was instrumental in the expansion of our Family Office Practice in our firm’s San Francisco office, enabling our team to serve even more clients. As a Partner, Sangeeta is focused on providing a variety of services that are tailored to meet the needs of each client, enabling them to focus their time and energy on their personal priorities.

    • B.S. Santa Clara University
  • Jordan Lee

    Assurance & Advisory Director

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    Jordan Lee

    Assurance & Advisory Director

    Jordan is a director in the firm’s Assurance and Advisory Practice. His audit experience includes working with small and mid-sized venture-backed and closely held private companies in a variety of industries including SaaS, software and high-technology companies, consumer products and professional service companies. He has extensive experience working with companies on revenue recognition, consolidations, equity accounting, as well as international operations and their reporting requirements.

    • B.S. University of California, Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Sophia Loh

    Family Office Partner

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    Sophia Loh

    Family Office Partner

    “Intellectual curiosity is the driving force that keeps my passion alive for the work I do and the families I serve. I look at each of my clients’ financial situations with a curious mind, looking beneath the surface to discover new possibilities to achieve their personal financial goals.”

    With over 25 years in the public and private sectors, Sophia brings an unparalleled depth of expertise to Frank, Rimerman + Co. LLP clients. As a Partner and Head of the Firm’s Family Office department, she leads her team to provide outsourced accounting support to high-net-worth individuals and their families. Sophia utilizes her expertise in managing start-up operations, accounting and business processes, system implementation, financial reporting, and budgeting to provide great insights and additional value to her clients.

    Sophia is driven to help her clients work through their ideas for the future and helps them grow their personal wealth and their businesses. Because of her close relationships and depth of experience, clients frequently call on Sophia for her opinion on business decisions and personal buying decisions alike.

    In 2016, Sophia received the CalCPA’s Women to Watch Award as an Experienced Leader and the Trailblazer Award for her philanthropic work including service on boards and her commitment to mentoring other women in their path to leadership positions within the accounting profession.

    • B.S. University of California, Berkeley
    • Board of Directors for Rubicon Programs
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Former Treasurer and Board Member of Sustainable Contra Costa
  • John Lowrie

    Tax Partner

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    John Lowrie

    Tax Partner

    John is a tax partner who is a passionate Investment Partnership expert. His areas of practice include venture capital entities, family limited partnerships, and other investment related partnerships. His expertise is in advising general partners on the application of their operating agreements (including allocation driven agreements in compliance with 704 regulations and distribution/target allocation driven agreements), commenting on adjustments to operating agreements to meet the goals of the partners, and consulting on partnership distributions to optimize tax efficiency while also complying with the distribution provisions of partnership. Alongside the entity work comes related individual clients; venture capital fund managers, high net worth individuals, and family groups sharing investment opportunities through family limited partnerships. 

    • Master of Science in Taxation, San Jose State University 
    • Bachelor of Science in Finance, Arizona State University 
    • Member of the American Institute of Certified Public Accountants
    • Member of the California Society of Certified Public Accountants 
  • Anne Macdonald

    Tax Partner

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    Anne Macdonald

    Tax Partner

    “I love hearing about the unique passions and concerns of each individual, as well as counseling individuals and generations of families as they plan their life financial goals. Our understanding of the issues that are important to our clients helps us provide them peace of mind and become their trusted advisor.”

    Anne specializes in financial planning to minimize income, gift, and estate tax for high-net-worth individuals and their families and has over 30 years of experience in public accounting. Her in-depth knowledge of estate planning is drawn from her extensive experience with family-limited partnerships, defective grantor trusts, charitable remainder trusts, and other wealth preservation techniques. Anne also provides concentrated stock and stock option planning as well as advises real estate entities on matters such as entity formations, sales, and like-kind exchanges. Her clients include CEOs and officers of public and pre-IPO companies, real estate owners, venture capitalists and other entrepreneurs and their families.

    • M.S.T. Golden Gate University
    • B.S. University of Oregon
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Board Member for University of Oregon Accounting School Advisory
    • Vanderbilt’s Parents and Family Association Board. Co-Chair
    • Vanderbilt University Career Center Parent Alumni Leadership Council, 2017-2020
    • Santa Clara University Parent and Family Leadership Council, 2016-2020
    • Membership Committee for Menlo Country Club
    • Board member for Menlo Country Club, 2009-2012
    • Board member for Silicon Valley Community Foundation 2009-2016, Audit Committee Chair
    • Castilleja School: Distinguished Alumnae, 1995; Trustee, 1995-2001
  • Bryan MacQuarrie

    Chief Operating Officer

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    Bryan MacQuarrie

    Chief Operating Officer

    “Our superior client service starts and ends with people who are constantly learning- – that makes all the difference.” 

     Bryan believes outstanding service organizations are created from the deliberate combination of extraordinary people and intentional focus. 

     As the Chief Operating Officer, Bryan is a member of the Firm’s executive committee and focuses on managing the smooth operations of a rapidly-growing, dynamic group of talented individuals, working in the country’s most vibrant economy. 

    Bryan has over 20 years’ experience in leading and consulting to professional services organizations.  Previously, he was a founding member and Senior Managing Director at Outsource Partners International (OPI), a pioneer in the finance and accounting outsourcing industry.  Bryan’s work with firms of all sizes on managing corporate growth, transformation and transition provides the Frank, Rimerman team with a perspective on the people, operations and organization fueling Frank, Rimerman’s continued success. 

    Outside of work, Bryan is passionate about education, technology, health and entertainment. 

     A few of Bryan’s professional distinctions and accomplishments include: 

    • M.B.A. University of California, Irvine 
    • B.A. University of California, Berkeley 
    • Certified Management Accountant (CMA) 
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of the California Society of Certified Public Accountants (CalCPA) 
    • Active Alumnus of the Regents’ and Chancellor’s Scholars Association at UC Berkeley 
    • Former Research Fellow at the Center for Digital Transformation at UC Irvine 
    • Trustee, Insurance Trust for the California Society of CPAs 
  • Anthony Mancini

    Business Tax Partner

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    Anthony Mancini

    Business Tax Partner

    “Acting as a trusted advisor for the very dynamic clients I work with often develops into relationships that will last a lifetime.”

    Tony is a partner in our Tax Practice. He works from all offices with a special focus on the wine practice in St. Helena. Tony also specializes in mergers and acquisitions which can be more broadly described as working with closely-held companies, and their owners, to help them develop, maximize, and/or achieve an effective exit strategy.

    Tony has over 30 years of public accounting experience. His experience includes international tax planning, multi-state corporate taxation and general corporate and individual compliance. Tony also provides high-technology and emerging businesses with their tax planning and compliance needs, including merger and acquisition consulting, entity restructuring and other advanced planning strategies.

    • B.S. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Cristina Marquez

    Business Tax Partner

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    Cristina Marquez

    Business Tax Partner

    Cristina started her career in public accounting in 2002.  As a partner in the firm’s Tax Practice, she specializes in venture fund and corporate tax compliance and consulting including tax provisions, international tax planning and mergers and acquisitions.

    Cristina’s venture fund experience includes working with domestic and offshore funds. She also works with a wide range of corporate clients in the life sciences, service, software and manufacturing industries, ranging from start-ups to publicly traded, multinational corporations.

    • M.S.T. Golden Gate University
    • B.S. University of San Francisco
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Kimberlie Martin

    Human Resources Director

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    Kimberlie Martin

    Human Resources Director

    Kim recently joined the Frank, Rimerman team to lead the firm’s Human Resources department. She brings over 20 years of HR experience and previously worked with PwC, Mercer, Sony and MasterCard in both New York and San Francisco.

    Kim is passionate about talent development and has created various leadership development programs throughout her career. She has a particular interest in coaching and advising senior leaders, as well as creating bespoke programs to enhance the employee experience and engagement. Kim is an avid supporter of diversity and inclusion initiatives and has been active in creating a more diverse workforce in prior roles.

    In her free time, Kim enjoys international travel, water and snow skiing and spending time with her family.

    • B.S. California State University. East Bay
    • Organizational Design advanced coursework completed at Cornell University’s School of Industrial and Labor Relations (ILR School)
    • Member of the Society for Human Resources Management (SHRM)
  • Kevin McAuliffe

    Tax Partner

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    Kevin McAuliffe

    Tax Partner

    “In a constantly evolving tax and economic climate, our clients trust Frank, Rimerman to provide practical and timely solutions to a wide array of complex financial issues.”

    Kevin is a partner in the firm’s Tax Practice, working primarily out of our San Francisco and Palo Alto offices. He has over 30 years of experience assisting high net-worth clients with complex income tax and estate planning, asset protection planning, risk management, and tax controversy services. Kevin also works extensively with international tax matters for inbound and outbound individuals and families. He provides numerous affluent families with full-scope financial management services in conjunction with our Family Office Department.

    • J.D. Loyola University School of Law
    • L.L.M. DePaul College of Law
    • B.S. Augustana College, Phi Beta Kappa
    • AICPA Certified Forensic Accountant
    • Member of the Bar in the state of Illinois
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Published author on retirement planning
  • Daniel McMillan

    Tax Partner

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    Daniel McMillan

    Tax Partner

    Danny specializes in providing tax planning and compliance to a wide array of clients, including high net worth individuals and their closely held businesses and trusts, early/mid stage venture capital funds, and private corporations. Danny has experience in international tax matters for inbound and outbound taxpayers as well as the U.S. income tax laws surrounding investments in foreign entities. Additionally, he provides succession planning using wealth preservation techniques and the compliance requirements surrounding gift and estate taxes.

    • Bachelor of Science, University of California at Santa Barbara
    • Currently pursuing his Master of Science in Taxation at Golden Gate University
    • Member of the Finance Committee, Working Solutions Microloans
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Joanna Meng

    Family Office Director

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    Joanna Meng

    Family Office Director

    Joanna brings over 15 years of accounting managment and tax experience to the team. Starting her career in the Firm’s Tax department, she has worked closely with high net-worth individuals, their families and their private foundations in various capacities throughout her career.

    Joanna excels at helping her clients keep on top of their day-to-day financial matters and entities while working with them to plan for their long term financial goals. Her areas of expertise include: monthly and annual reporting; assistance with personal investment transactions, tracking expenses and cost basis of assets, assistance with payroll processes, and preparation of information for use in individual and business tax planning and return preparation.

    Internally, Joanna plays a key role in strategic initiatives for the Family Office department to increase speed, quality, and expansion of client service offerings. These include initiatives around team engagement or morale, new software, and process optimization and standardization.

    • M.S. University of Oregon
    • B.S. University of Oregon
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Member of the Family Wealth Alliance’s Young Professional Network
  • Matthew Mondfrans

    Assurance & Advisory Director

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    Matthew Mondfrans

    Assurance & Advisory Director

    Matt’s over ten years of assurance experience includes small to mid-sized privately held companies in a variety of industries, including development stage, manufacturing, software, and high-tech.  He is experienced in revenue recognition, equity accounting, accounting for complex debt agreements, foreign currency transactions, and the consolidation process. He also has experience in alternative investment partnerships. He is experienced in investment valuation and financial reporting requirements.

    • B.S. University of Oregon
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Christopher Moore

    Business Tax Director

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    Christopher Moore

    Business Tax Director

    Chris brings over 15 years of experience to the senior leadership team of our business tax practice. He specializes in providing income tax return compliance, consulting including research and analysis of tax issues including sales and use tax matters, income tax provision preparation, and tax authority inquiries and examinations. Additionally, his experience managing both closely held, venture backed, and foreign owned companies provides the ability to meet the needs of complex organizational groups. Chris works for a broad range of national and multi-national companies in the technology industry. Additionally, he has worked closely with corporate shareholders and related compensation issues including 280G calculations.

    • Master’s in Taxation, San Jose State University
    • Bachelor’s in Science, California Polytechnic State University, San Luis Obispo
    • Treasurer on the Board of Trustees, Waldorf School of Sacramento
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Steve Morang

    Fraud, Forensics and Risk

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    Steve Morang

    Fraud, Forensics and Risk

    Steve is a Senior Manager in our Assurance and Advisory department and has over 20 years of auditing, consulting and management experience working with companies in the United States and Europe. He leads the firm’s Fraud, Forensics and Risk practice and oversees Frank, Rimerman + Co.’s Sarbanes-Oxley, Foreign Corrupt Practices Act and internal audit engagements. Steve specializes in leveraging his expertise in fraud prevention, detection and investigation into an array of areas in the Governance, Risk and Compliance (GRC) fields. Steve’s industry experience spans the life sciences, financial services and manufacturing sectors, and high-technology companies. Steve has worked with privately held, pre-IPO, and public companies. 

    Steve is a frequent speaker at local, regional and national CFE and IIA events, as well as being a published author on the topics of Internal Audit, Risk Management and Fraud. He is the current President of the San Francisco Chapter of the Association of Certified Fraud Examiners.

    • M.B.A. Webster University
    • M.B.A. Monterey Institute of International Studies
    • B.A. University of Iowa
    • Certified Fraud Examiner (ACFE)
    • Certified Internal Auditor (CIA)
    • Certification in Risk Management Assurance (CRMA)
  • Nancy Moriarty

    Tax Partner

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    Nancy Moriarty

    Tax Partner

    “I love helping our clients navigate through the obstacles and opportunities while they develop cutting edge ideas, and the progression of building wealth for themselves, maximizing it for their families and sharing it with their communities.”

    Nancy is a partner in the firm’s Tax Practice, working primarily out of our Palo Alto office. She specializes in providing income and estate planning to high net worth individuals and closely held businesses. Her expertise also includes stock option planning and advising clients on tax efficient methods for diversification of their concentrated equity positions. She has over 30 years of public accounting experience.

    • B.S. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Former member and past president of St. Gregory School Board
  • Robert Murphy

    Tax Partner

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    Robert Murphy

    Tax Partner

    Robert joined Frank, Rimerman + Co. in January 2010. His expertise includes tax planning, advisory and compliance services for high net worth individuals and their businesses. The businesses he serves are in a wide range of industries, including wineries and distribution, venture-backed start-ups, real estate, manufacturing, and not-for-profit organizations. 

    • B.S. California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA) 
  • Frank Pasacreta

    Of Counsel

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    Frank Pasacreta

    Of Counsel

    “My accounting career with both regional and national firms has focused on the technical and human resources sides, which the Firm has allowed me to succeed in beyond my wildest dreams. My daily interaction with intelligent, hard-working entrepreneurs has brought me the most professional satisfaction. It was rewarding to have a direct impact on a for-profit company achieving its goals, whether it is reaching profitability or completing a successful equity transaction, or a not-for-profit entity furthering its mission. However, nothing has topped the personal satisfaction of recruiting talented students into the profession and seeing them succeed, especially those who are now partners with the Firm!” 

     In Frank’s 33 years with the Firm, he has specialized in providing audits and a wide range of business consulting services to closely-held and venture-backed companies and not-for-profit organizations. He has also served as the partner in charge of the Assurance and Advisory Practice, quality control partner and recruiting partner. Frank continues to assist in the Firm’s technical, quality control and training processes as a consultant. 

    • B.S. University of Connecticut
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of the California Society of Certified Public Accountants (CalCPA) 
    • Co-author and instructor, AICPA continuing education courses 
  • Amanda Oberg

    Assurance & Advisory Director

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    Amanda Oberg

    Assurance & Advisory Director

    Amanda is a director in the firm’s Assurance and Advisory Practice.  Her experience includes working with not-for-profit organizations and small to mid-sized privately-held companies in a variety of industries, including software, professional services and technology. Amanda is also a member of the firm’s Employee Retirement Income Security Act (ERISA) Audit Practice. She is experienced in revenue recognition, accounting for complex debt agreements and equity accounting.

    • B.S. San Jose State University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA) 
  • Timothy Perotti

    Assurance & Advisory Partner

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    Timothy Perotti

    Assurance & Advisory Partner

    “Entrepreneurs consider us trusted business advisors for advice beyond accounting issues. I enjoy being part of the growth of their companies from inception through the realization of their ultimate goals.”

    Tim is the partner in charge of the firm’s Assurance and Advisory Practice, working primarily out of our San Francisco and Palo Alto offices. His expertise includes revenue recognition, equity accounting and mergers and acquisition transactions. He has over 20 years of experience providing technical accounting, financial reporting, and advisory services to businesses in the professional service, manufacturing, distribution, software, and high-technology industries. He also has extensive experience working with privately-held, pre-IPO, venture backed companies, as well as companies with international operations and reporting requirements.

    • B.S. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Anthony Peters

    Information Technology Director

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    Anthony Peters

    Information Technology Director

    Anthony leads the firm’s Information Technology team with over 20 years of experience in the industry, over half of which has been with public accounting firms. He has doubled the firm’s IT team since he joined and spearheaded initiatives that set up the firm for success moving to a remote environment. His expertise is in designing and delivering cost-effective, high-performance technology solutions for high-growth companies. Anthony is effective at building culturally diverse teams with excellent analytical, organizational and interpersonal communication skills with a full complement of project and business management skills.

    • M.B.An. Saint Mary’s College
    • M.B.A. Golden Gate University
    • Licensed Microsoft Certified Professional
    • Licensed Microsoft Small Business Specialist

     

  • Bryan Polster

    Of Counsel

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    Bryan Polster

    Of Counsel

    “It is very important to me to have a positive influence on the world around me. I want people to be in a better position for having known me. Sharing this passion in our firm allows me to have this impact on our clients, our employees and people throughout our communities.”

    As the managing partner of Frank, Rimerman + Co. from 1995 to 2014, Bryan has had a significant impact on the firm, our clients and our team. Under Bryan’s leadership, the firm experienced significant growth and gained its exceptional reputation both locally and internationally.

    • M.B.A. & B.S. Indiana University, Kelly School of Business Honors Program
    • Board of Directors of Avidbank and its parent, Avidbank Holdings, Inc.
    • Board of Directors of CAMICO Mutual Insurance Company, Inc.
    • Trustee of the Sobrato Family Foundation
    • Chair, Board of Directors of Cristo Rey San Jose Jesuit High School
    • Past member of the American Institute of Certified Public Accountants (AICPA) Governing Council, Professional Ethics Executive Committee, Nominations Committee and the Virtual Grassroots Panel
    • Past Board of Directors member for the California Society of Certified Public Accountants (CalCPA), serving on its Strategic Vision Advisory Task Force and the CalCPA Scholarship Task Force
    • Past Board of Directors member for the Silicon Valley Community Foundation serving as Vice Chairman and Chairman of the Finance and Investment Committees, as well as member of The Valley Council
  • Samantha Poropat

    Tax Partner

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    Samantha Poropat

    Tax Partner

    Sam joined Frank, Rimerman + Co. as a young professional accountant.  As a member of the firm’s Tax practice, she quickly rose through our ranks and has become a critical member of our team serving individual clients and their families.  Sam has extensive experience in helping clients in a broad spectrum of circumstances; from transitioning to wealth after a liquidity event and tax-efficiently transferring assets to family members, to effectively deploying charitable assets to improve our communities.

    Sam’s thorough understanding of income, estate and gift laws enables her to make the complex understandable.  She readily gains the confidence of clients as she helps them to ensure their tax compliance needs are met while appropriate planning opportunities are considered.  Her dedication to her profession and in delivering quality and value to her clients is evident to all who work with her.

    • B.S. University of Oregon
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Cameron Prescott

    Assurance & Advisory Partner

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    Cameron Prescott

    Assurance & Advisory Partner

    Cameron brings over 10 years of assurance experience to venture capital funds and privately held companies across a number of industries including software, technology and manufacturing.  Cameron currently specialized in audits of ventures capital funds ranging from $10M to billions in terms of commitments.

    • B.S. University of California, Santa Barbara
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Previous Board Member of Mothers’ Milk Bank (San Jose)
  • Matthew Price

    Assurance & Advisory Partner

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    Matthew Price

    Assurance & Advisory Partner

    With more than 15 years of experience, Matt’s portfolio focuses on small to mid-sized privately held companies in a variety of industries, including software, high-tech, life sciences, financial services and manufacturing. He has extensive experience in revenue recognition, equity accounting and mergers and acquisition transactions. In addition, he is a key member of the Firm’s Employee Benefit Audit Plan practice focusing on defined benefit contribution 401(k) plans.

    • B.S. Menlo College
    • C.A.A.P. Santa Clara University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Previous Board Member of the Peninsula Silicon Valley Chapter of CalCPA
  • Michael Rewkiewicz

    Assurance & Advisory Partner

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    Michael Rewkiewicz

    Assurance & Advisory Partner

    Michael leads the firm’s Services for Businesses division and is a partner in the Assurance and Advisory practice, working primarily out of our Palo Alto and San Jose offices. He has extensive experience in auditing and advising venture funds, private equity groups and their respective portfolio companies. Michael is experienced in revenue recognition, equity accounting and mergers and acquisition transactions.

    • B.C. Monash University (Australia)
    • Member of the Institute of Chartered Accountants (Australia)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Thomas Rimerman

    Of Counsel

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    Thomas Rimerman

    Of Counsel

    “The greatest reward of my career has been to see the evolution of our passion to serve clients. Growing up with Silicon Valley, and being part of the invention and development of technology, increased communication, and globalization of transactions gave us fresh perspectives and kept us focused on providing new and innovative services. We were at the forefront in creating litigation and valuation services, international tax services, and stock option accounting and planning, among others. That passion continues today.”

    Tom is the retired managing partner of Frank, Rimerman + Co. LLP . He currently lives in Napa Valley and is consulting in the firm’s Napa Valley office. Tom has specialized for over 30 years in litigation support and expert testimony services in a variety of complex business and family law matters, qualifying in various state and federal courts. He has been appointed an expert to the court, special master, mediator and arbitrator and has served on the faculty of The National Judicial College and The Federal Judicial Center. Tom was selected as the founding chairman of the CalCPA Litigation Service Committee when it was formed in 1984.

    • B.A. San Jose State University
    • Past Chairman of the American Institute of Certified Public Accountants (AICPA)
    • Past President of the California Society of Certified Public Accountants (CalCPA)
    • Past Member of the Financial Accounting Standards Board International Committee
    • Past United States Representative to the International Federation of Accountants
    • Past Board of Directors member: Peninsula Community Foundation, Silicon Valley Community Foundation, and Napa Valley Community Foundation
  • Stephanie Russum

    Assurance & Advisory Director

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    Stephanie Russum

    Assurance & Advisory Director

    Over the past 13 years, Stephanie has served small and medium privately held companies in a variety of industries, including manufacturing, non-profit and pre-IPO software and technology companies, among others. She serves as a member of senior leadership for our corporate audit and employee benefit administration audits practices.

    • Master’s in Accountancy, University of Oregon
    • Bachelor’s in Science in Business Administration with Concentrations in Accountancy & Accounting Information Systems and a minor in Economics from California State University Sacramento
    • Treasurer on the Board of Trustees, Waldorf School of Sacramento
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • John Schmidt

    Assurance & Advisory Director

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    John Schmidt

    Assurance & Advisory Director

    John has extensive experience with venture-backed and closely-held private companies. For the past ten years, he has served his clients through their growth and maturation, ranging from pre-revenue through acquisition or IPO. John’s experience covers a variety of industries, including SaaS and high-technology companies, fintech, consumer products, manufacturing, and professional service companies. He has extensive experience in revenue recognition, complex debt and equity transactions and structures, consolidations, and international operations.

    • B.S. University of San Diego
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Kevin Satre

    Assurance & Advisory Director

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    Kevin Satre

    Assurance & Advisory Director

    Over the past decade, Kevin has worked with clients in various industries, including biotechnology, renewable energy, computer software, consumer goods, investments, and software-as-a-service (SaaS). His clients are at all development stages ranging from early-stage start-ups and privately held growth-oriented companies to internationally known public entities. Kevin has also actively assisted the tax department solving complex tax issues for high net worth individuals, hedge funds, estates, trusts, and private-held companies with NEXUS concerns.

    Internally, Kevin is instrumental in assisting his team to stay up to date on industry news and assisting team members with their career progression within the Audit Department.

    • M.A.A. University of Washington
    • B.B.A. University of Washington Michael G Foster School of Business
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Nathan Schouest

    Assurance & Advisory Partner

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    Nathan Schouest

    Assurance & Advisory Partner

    Nathan has extensive assurance experience with venture-backed and closely-held private companies as well as multinational organizations in a variety of industries including SAAS, software and high-technology companies, consumer products, professional service companies, and development companies. His areas of expertise include revenue recognition, mergers and acquisitions, consolidations, complex financing accounting, as well as international operations and their reporting requirements. He also serves as a member of the Audit and Finance Committees of the San Francisco Art Education Project non-profit organization.

    • B.S. University of California, Santa Barbara
    • Certified in International Financial Reporting Standards (IFRS)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Mandy Sherman

    Controller

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    Mandy Sherman

    Controller

    Mandy began her career in the firm’s Assurance and Advisory department where she worked with privately held companies in a variety of industries and not-for-profit organizations. She worked closely with his clients in providing timely auditing services and was responsible for supervising the audit fieldwork and working directly with management in order to provide the highest quality of service.

    Today, Mandy spends her time overseeing the firm’s financial statement preparation and reporting, compliance, accounts payable and payroll processes. She is also passionate maintaining transparency and accuracy in financial matters and creating automation and overall process improvement to support the growth of the firm at any size. She is an exceptional leader and leads a team of 10+ to support the firm’s internal accounting functions.

    • Master’s of Accounting from University of Oregon
    • B.S. in Accounting from University of Oregon
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Dana Silveria

    Assurance & Advisory Partner

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    Dana Silveria

    Assurance & Advisory Partner

    Dana has extensive experience providing audit and advisory services for investment funds and privately-held companies. Dana’s practice specializes in auditing and advising venture funds and his expertise in fund structuring, fund accounting, financial reporting requirements, complex capital allocations and portfolio valuations makes him a valuable and trusted resource to his clients.  

    Dana’s client service approach prioritizes accessibility and responsiveness, and he enjoys the opportunity to interact with his clients throughout the year. 

    Beginning his career with Frank, Rimerman in 2009, Dana’s experience spans a variety of industries including financial and professional services, manufacturing and pre-IPO software and high-technology. He is also experienced in revenue recognition, acquisition accounting, equity accounting and accounting for complex debt agreements. 

    • B.S. California Polytechnic State University, San Luis Obispo  
    • Member of the American Institute of Certified Public Accountants (AICPA)  
    • Member of the California Society of Certified Public Accountants (CalCPA)   
    • Recognized as an Emerging Leader in Public Accounting by CalCPA 
  • Nelly Spieler

    Assurance & Advisory Partner

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    Nelly Spieler

    Assurance & Advisory Partner

    “It takes a diverse team to deliver value to clients in the vanguard of the technological revolution. Our team at Frank, Rimerman is deeply immersed in the Silicon Valley culture of innovation and uniquely positioned to approach the complex issues of our clients making an impact worldwide.”

    Nelly has nearly 20 years of auditing, consulting and management experience working with companies worldwide. She currently leads the firm’s IT Audit practice which includes all service areas involving Cybersecurity, Privacy, IT Audit and Compliance. Nelly leverages her expertise in cloud security, information systems and controls into an array of topics in the Governance, Risk and Compliance field. 

    Nelly’s primary service expertise includes performing: 

    • SOC 1, SOC 2, SOC 3 audits 
    • ISO 27001 certification audits 
    • ISO 27001 internal audits 
    • HIPAA Agreed Upon Procedures 
    • Microsoft DPR assessments 

     Nelly’s client experience spans various industries, such as consumer goods, finance and leasing, private equity, high-technology and food and beverage. She works with a range of clients including privately held, pre-IPO, and public companies. Nelly’s experience includes serving as both an internal and external auditor for her clients. Prior to working in the professional services field, Nelly worked in both high tech start-ups and large corporations within IT and Engineering departments.

    Nelly earned her Master’s in Business Administration in Finance and Accounting from the University of California at Berkeley, Haas School of Business. A few of her professional distinctions and accomplishments include: 

    • Certified Information Systems Auditor (CISA) 
    • Certified ISO 27001:2013 Lead Implementor 
    • Certified Information Privacy Technologist (CIPT) 
    • Member of the Information Systems Audit and Control Association (ISACA) 
    • Previous President and Current Board of Director Member of the ISACA San Francisco Chapter 
    • Member of the International Associate of Privacy Professionals 
  • Patrick Sullivan

    Investment Advisory Partner

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    Patrick Sullivan

    Investment Advisory Partner

    Patrick leads the firm’s Investment Advisory Practice. He specializes in asset management. His investment methodology is based on a combination of Modern Portfolio Theory (MPT) and fundamental investment analysis. MPT is applied in the asset allocation phase, where he researches and develops an investment portfolio based on expected risk and return characteristics. This is complimented with ongoing fundamental research at the macro-economic, sector, and individual security level. Combined, the approach adheres to traditional and high standards of investment analysis.

    • B.A. University of California, San Diego
    • Certified Financial Analyst (CFA)
    • Member of the Certified Financial Analyst Institute
    • Member of the San Francisco Society of Analysts
  • Jason Stork

    Assurance & Advisory Partner

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    Jason Stork

    Assurance & Advisory Partner

    “I enjoy helping prepare clients for the future, to maximize their readiness for what may come and to help them execute when success arrives.”

    As a partner in the firm’s Assurance and Advisory Practice, Jason has extensive experience providing financial audits for venture-backed and closely-held companies.  Jason works with both domestic and international corporations to provide transaction readiness services.  He has experience working with a multitude of industries, including professional services, arts, apparel, food and beverage, distribution, manufacturing, SaaS and cloud services.  His vast knowledge in revenue recognition, equity accounting, international operations and consolidations, and mergers and acquisition transactions makes him a valued and trusted advisor to his clients.

    • GradD Deakin University (Australia)
    • B.Com. Monash University (Australia)
    • Certified Information Systems Auditor
    • Certified in Cybersecurity Fundamentals
    • Member of the Institute of Chartered Accountants (Australia)
    • Member of the Information Systems Audit and Control Association (ISACA)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Raelene Stork

    Administrative Support Director

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    Raelene Stork

    Administrative Support Director

    Raelene leads our Administrative Support team at the firm with over 20 years of experience in the administrative profession. She began her career at the firm supporting primarily the Assurance and Advisory team. As the firm continued to grow, she transitioned into a new role leading administration for the Services to Businesses Division and then eventually for the firm. During her tenure at the firm, the Administrative Support team has quadrupled in headcount and expanded its service offerings four fold. Raelene’s expertise lies in spearheading initiatives around operational and organizational leadership, process improvement, facilities and office management, practice support including providing high level support to our partners, customer service improvements and change management.

    • B.Bus. La Trobe University
    • B.Com. RMIT University
    • Diploma in Tourism Management, Victoria University
  • Deanna Surbaugh

    Tax Partner

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    Deanna Surbaugh

    Tax Partner

    As a partner in our Tax Practice, Deanna utilizes her vast experience spanning over 20 years of working with high-net-worth individuals and family groups to serve her clients.  Her client portfolio includes reputable venture capitalists, investment bankers and chief executive officers in the Silicon Valley and the San Francisco Bay Area.

    Deanna’s experience includes complex partnership, limited liability company, fiduciary, foundation, and individual tax returns.  She works with her high net worth individual clients and their families to create ideal solutions for their income and gift and estate tax solutions, while also helping them achieve their wealth preservation, charitable and other financial goals.

    Deanna not only ensures her clients are in compliance, but also provides tax planning to minimize their tax liabilities.

    • B.S. University of San Francisco
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Benson Tran

    Assurance & Advisory Director

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    Benson Tran

    Assurance & Advisory Director

    Benson brings over 10 years of experience to our assurance practice. He is focused on audits of broker-dealers, and small to mid-sized privately held companies in a variety of industries, including development stage, manufacturing, real estate, software, and high-tech. He is experienced in revenue recognition, equity accounting, accounting for complex debt agreements, foreign currency transactions and consolidation process.

    • Bachelor’s Degree in Business Management Economics, University of California at Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Virginia Tsui

    Assurance & Advisory Director

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    Virginia Tsui

    Assurance & Advisory Director

    Virginia focuses on small to mid-sized privately held companies in a variety of industries, including manufacturing, software, and high-tech. She has worked with several of the firm’s software and web service-based clients on the peninsula and has extensive experience with equity debt financing activities.

    • B.A. University of California, Santa Cruz
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Karen Valladao

    Tax Partner

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    Karen Valladao

    Tax Partner

    “I’m committed to building trusting, long-lasting relationships, and understanding long-term financial goals so I can present ideas over the years to get my clients and their families where they want to be.” 

    Karen is a tax partner in our Palo Alto office. She provides tax, financial, and estate planning services to clients in various sectors of Silicon Valley and has over 25 years of public accounting experience. Her clients include venture capitalists, key executives, philanthropists, and family-owned businesses. 

    • B.S. Santa Clara University  
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Candace Vaughn

    Assurance & Advisory Partner

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    Candace Vaughn

    Assurance & Advisory Partner

    “The rapid pace of changing technology and borderless economies create unique challenges and opportunities for all entities. Our clients rely on us as their trusted business partners to provide the information needed to react timely so they can focus on building a successful business. My ultimate reward is seeing clients succeed.”

    Candy specializes in providing audit and business consulting services to investment companies, closely-held and venture-backed companies and employee benefit plans. Her areas of expertise include assisting clients in merger and acquisition transactions, strategic planning, entity structure services, financial reporting and complex accounting issues such as revenue recognition, equity accounting and valuation issues. Candy serves as the designed partner-in-charge of the firm’s Employee Benefit Plan (ERISA) practice. She has 23 years of public accounting and assurance experience ranging from investment entities, large privately-held professional service companies and pre-IPO software and high-tech venture-backed companies.

    • B.S. San Jose State University
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Named a CalCPA Woman to Watch in 2010
    • Previous Board member for Girl Scouts of Northern California (GSNC) and the California Society of Certified Public Accountants (CalCPA)
    • Previous Audit Committee and Finance member of Girl Scouts of Northern California (GSNC)
  • Sarah Vernizzi

    Recruiting Director

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    Sarah Vernizzi

    Recruiting Director

    Sarah started with Frank, Rimerman as a summer intern in 2007 and launched her early career as a tax CPA with the firm. Her passion for people and representing the firm’s brand led her into university recruiting. Over the years, she has guided the development of early identification programs and talent pipelines, fueling organic growth from the entry-level.

    Sarah oversees the learning and development of the campus recruiting team, guiding their efforts, strategies and scalability. She is passionate about representing the firm’s culture and fostering a team that echoes our closely-held values. In addition to university recruiting, Sarah leads hiring for our Tax and IT Audit departments. She also plays a key role in advising the firm on the CPA exams and counseling hires on their unique paths to licensure.

    • B.S. California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of California Society of Certified Public Accountants (CalCPA)
  • Patrick White

    Assurance & Advisory Partner

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    Patrick White

    Assurance & Advisory Partner

    Patrick’s assurance experience includes not-for-profit organizations and privately held companies in a variety of industries. He has a deep interest in helping not-for-profits accomplish their individual missions. He leads the engagement team for all of the firm’s not-for-profit clients.

    • B.S. University of California, Santa Barbara
    • Chartered Global Management Accountant (CGMA)
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
    • Chair of the Philanthropy Committee at Frank, Rimerman + Co.
    • Board of Directors Member, St. Vincent de Paul of Santa Clara County
    • Prior Audit Committee Member, St. Vincent de Paul of Santa Clara County
  • Tyrel Wilcox

    Assurance & Advisory Partner

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    Tyrel Wilcox

    Assurance & Advisory Partner

    Tyrel joined us in 2020 to grow the Firm’s SEC Services Practice. Prior to joining us, he spent 10 years with Deloitte serving both private and public companies across a variety of industries, with a focus on the Hospitality, Gaming, and Tourism industries. Upon joining the firm, Tyrel has focused his client service in the manufacturing, alternative energy, software and technology, life sciences and biotech industries. He has experience leading teams that provide both integrated and non-integrated audits and reviews and has served clients as they proceed from formation through the IPO process.

    Tyrel has excellent team-building skills, works calm under pressure and consistently prioritizes the needs of his clients to help them meet important goals and milestones.

    • Master of Accountancy from Southern Utah University
    • Bachelor of Science from Brigham Young University
    • Licensed Certified Public Accountant in the State of Nevada
    • Member of the American Institute of Certified Public Accountants
  • Anne Yamamoto

    Of Counsel

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    Anne Yamamoto

    Of Counsel

    Anne’s career with Frank, Rimerman has spanned almost forty years. During this time, she has held numerous leadership roles in the firm and has been a trusted advisor to many of the firm’s clients. Throughout her career, Anne has combined her deep and detailed knowledge of tax law with a wide breadth of client experiences to provide impactful advice and counsel to her clients. While clients often search out our firm because of our tax expertise, Anne has often found she can have the most impact by intently listening to her clients and helping them identify concerns that often reach beyond the complexities of the tax law and business. 

    • B.S. California State University, Fresno, Summa Cum Laude
    • Member of the American Institute of Certified Public Accountants (AICPA) 
    • Member of California Society of Certified Public Accountants (CalCPA) 
    • Board member and Secretary, Center for Excellence in Non-Profits 
    • Board member and Treasurer, Los Altos Mountain View Community Foundation 
    • Past Board Chair for both Vista Center for the Blind and Visually Impaired and the Palo Alto Red Cross 
    • Previous Board of Director’s service for the Silicon Valley Community Foundation and KTEH 
  • Michael Zabko

    Tax Director

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    Michael Zabko

    Tax Director

    With over 15 years of public accounting experience, Michael specializes in providing tax, financial, and estate planning to high-net-worth individuals. His clients include entrepreneurs, executives, venture capitalists and founders of some of the largest Silicon Valley companies. He has extensive experience in stock option planning, charitable gift planning, family limited partnerships, and various trust structures to help his clients minimize tax liabilities and maximize wealth transfer.

    • Master’s in Business Taxation, University of Southern California
    • Bachelor’s of Science,  California Polytechnic State University, San Luis Obispo
    • Advisory Board Member of the Accounting Department, California Polytechnic State University, San Luis Obispo
    • Member of the American Institute of Certified Public Accountants (AICPA)
    • Member of the California Society of Certified Public Accountants (CalCPA)
  • Craig Zaim

    Business Tax Partner

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    Craig Zaim

    Business Tax Partner

    “I like to sit down with my client and ask questions to understand their goals and business priorities, without bringing in my own preconceived ideas. Once I understand my client, I can develop a personalized plan that best suits their objectives. At all times, my goal is to be a trusted adviser to my clients.”

    Craig is a business tax planning adviser focusing on cross-border structuring and M&A.  Prior to joining Frank, Rimerman, Craig was the global tax planning lead for a large US multinational firm.  He has expertise in all areas of US international business taxation, including anti-deferral rules (e.g., Subpart F and GILTI), foreign tax credits, expense allocation, new anti-hybrid rules, transfer pricing, permanent establishment issues, and treaty benefits. He also has an extensive background in M&A structuring, including structuring alternative dispositions and joint ventures to optimize tax effects. Likewise, Craig worked to advise US-based investment funds in structuring non-US investments to maximize tax efficiency based on the individual profile of the fund and portfolio company. In addition, he has substantial experience planning inbound investment to the US by both corporations and investment funds.

    Craig has a broad background in domestic corporate and partnership tax planning. He has worked to preserve tax attributes such as loss carry-forwards through acquisitions, and has worked with alternative public market structures such as the UP-C. Craig has also used derivative instruments such as tax receivable agreements to help structure deals that more accurately allocate business value among the parties. He has significant experience working with tax-advantaged corporate forms such as REITs and RICs, and his experiences across a wide variety of industries enables him to bring new ideas to a given industry or geography.

    • J.D. University of California, Berkeley School of Law
    • LL.M Northwestern University
    • Member of the Bar in the states of California and Illinois