Meet Our Expert Team

Dan J. Oakley, AFSP
CEO / Senior Tax Consultant

Kyle J. Quevedo, AFSP
Director of Tax and Compliance

Chad L. Ward, AFSP
COO / Business Services Manager / HR

Reyna Guajardo
Administrative Assistant

Karah Pittman
Reception

George Ridley, AFSP
Data Entry Lead / Tax Professional

Sidney Rothstein
Data Entry

Xavier Oakley
Data Entry

Maggie Galvan, AFSP
Tax Professional

Lupe Salazar, AFSP
Tax Professional

Joseline Rios, AFSP
Tax Professional

Christina Wadlow, AFSP
Tax Professional

Avneet Grewal, AFSP
Tax Professional

Ben Bianes, AFSP
Tax Professional

Joshua Laffoon, AFSP
Tax Professional