Meet Our Financial Team

Principals

  • Paul Heneghan

    CPA, MST 

  • Janine Kirkpatrick

    EA 

  • Tracy Moshinsky

    CPA, MST, CFP 

  • Neil Heineman

    CPA, MSA 

Former Principal

  • James Russell

    CPA, Former Principal 

Client Managers

  • Dawn Horvath

    MST 

  • Jane Savage

    CPA 

  • Crystal Valencia

    CPA 

  • Chris Jobe

    CPA, MST 

Professional Staff

  • Raelyn Space

    CPA 

  • Andrew Hornung

     

  • Scott Boelter

    CPA 

  • Toni Stark

     

  • Josh Lopez

     

  • Susan Yang

     

  • Eli Blaker

    CPA 

  • Aarti Thakker

     

Administrative Staff

  • Dawn Davidson

     

  • Emily Heineman