Meet Our Expert Team

Dan J. Oakley, AFSP

Dan J. Oakley, AFSP

CEO / Senior Tax Consultant

Kyle J. Quevedo, AFSP

Kyle J. Quevedo, AFSP

Director of Tax and Compliance

Chad L. Ward, AFSP

Chad L. Ward, AFSP

COO / Business Services Manager / HR

Reyna Guajardo

Reyna Guajardo

Administrative Assistant

Karah Pittman

Karah Pittman

Reception

George Ridley, AFSP

George Ridley, AFSP

Data Entry Lead / Tax Professional

Sidney Rothstein

Sidney Rothstein

Data Entry

Xavier Oakley

Xavier Oakley

Data Entry

Maggie Galvan, AFSP

Maggie Galvan, AFSP

Tax Professional

Lupe Salazar, AFSP

Lupe Salazar, AFSP

Tax Professional

Joseline Rios, AFSP

Joseline Rios, AFSP

Tax Professional

Christina Wadlow, AFSP

Christina Wadlow, AFSP

Tax Professional

Avneet Grewal, AFSP

Avneet Grewal, AFSP

Tax Professional

Ben Bianes, AFSP

Ben Bianes, AFSP

Tax Professional

Joshua Laffoon, AFSP

Joshua Laffoon, AFSP

Tax Professional