• A clear blue sky with the sun shining brightly above a calm ocean, with small clouds near the horizon and gentle waves at the shoreline.

    Always Curious, Never Judgmental

    When partnered with a qualified accountant - a trusted business advisor- individuals, families, and businesses will thrive by orders of magnitude over their peers. 

  • Bright sun shining over rolling hills with sparse green vegetation and scattered clouds in a clear blue sky.

    Do one thing today that will make tomorrow better

    We believe supporting strong individuals, families, small businesses and engaged nonprofit organizations fosters exceptional communities. 

  • A grassy hill under a blue sky with scattered white clouds.

    Service Above Self

    Our community, colleagues, and family drive every action and underpin every decision in our personal and professional development.   

  • A hiker standing on a mountain ridge at sunrise, with colorful mist-shrouded mountain ranges in the distance.

    Transformative Change Agents

    Your challenges deserve tailored, actionable, and effective solutions.
    We enable dynamic clients to transform our world.

  • Founder & CEO
    Fellow - National Tax Practice Institute
    Registered Social Security Analyst
    QuickBooks ProAdvisor

    Hailing from a rural Midwest farming family, J. arrived at the Presidio of Monterey in 2001.  Formerly an Arabic language student at the Defense Language Institute Foreign Language Center and Veteran of the United States Army, J., his wife Elisabeth, and their two brilliant children, have made the California Central Coast their home. 

    J. actively supports various boards and nonprofits. J. serves on the board of the Ventana Wildlife Society and is an avid rider with American Legion Riders Chapter 31. J. has served as Chair for AMP Public Media, Board Treasurer for The Rotary Club of Monterey and Defense Language Institute Foundation, and has served on the MPC and MPUSD Citizens Bond Oversight and Facilities Advisory Committees and the boards of the Monterey and Marina Chambers of Commerce. J. is active in the Masonic community as a Past Master of Monterey Masonic Lodge and is regularly found enjoying the camaraderie and wellness activities of the Pacheco Club of Monterey.

  • Director of Client Relations
    Assistant to the Executive Officer

    Lexy brings a unique combination of executive support, event coordination, and client service experience to her role. 

    With more than ten years experience coordinating events, managing venues, and as an executive assistant, Lexy has built her career around organization, communication, and creating positive experiences for the people she supports. Her background in client-facing roles has made her adaptable, dependable, and comfortable managing whatever comes her way.

    Lexy is a proud military spouse and mom of three. Military life has given her family the opportunity to experience new places, embrace change, and make the most of each new chapter. When she's not keeping up with her busy family, she enjoys reading, Pilates, and cooking with her kids.

Today’s
Accounting Landscape
Client-Centric
Financial Freedom

  • Taxes, finance, and accounting are often boring, confusing, and just plain aggravating.

  • Our clients - individuals, families, businesses - deserve proactive support, transparent fees, clear talk, and engaging compassionate advisors who champion their goals.

  • Sound familiar? Are you too seeking your financial guru, your fierce advocate fighting on your behalf, carefully navigating opportunities and avoiding financial pitfalls?

  • Trusted advisors and tax experts, our team is driven to empower transformative growth for you, our loyal clients.

  • We know, when partnered with a qualified accountant - a trusted advisor - you will thrive by orders of magnitude over your peers.

  • Putting you first in every engagement, we deliver tailored, actionable, and effective solutions enabling our dynamic clients to transform their world.

  • Always curious, never judgmental, each day we're executing on your behalf to build a better tomorrow.

“Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.”

— Margaret Mead