“I’m passionate about building relationships.” I joined Johanson & Yau in 1980 and became a partner in 1986. I direct the firm’s business strategy and operations including client service, practice/business development, finance, human resources and IT. I represent a wide variety of businesses and individuals and provide accounting, tax planning and general business consulting services to executives and owner-managed businesses. My wife and I live in Willow Glen. In my free time, you can find me catching up with my daughters and friends, and enjoying an occasional golf game. | | SERVICES Business Consulting Employee Benefit Plan Audits Estate Planning Financial Statements International Tax Small Business Accounting Tax Authority Examinations Tax Planning & Return Preparation INDUSTRIES Healthcare Manufacturing Non-Profit Professional Services Real Estate Retail/Food Technology LICENSES FINRA Series 7 & 66 California Insurance License #0E01220. Certified Public Accountant (CPA) PROFESSIONAL MEMBERSHIPS American Institute of Certified Public Accountants (AICPA) California Society of Certified Public Accountants (CalCPA) COMMUNITY INVOLVEMENT San Jose Rotary Club / Rotacare San Jose Sports Hall of Fame, Board Member BKR International – Americas, Board Member Silicon Valley Capital Club Silicon Valley Young Life EDUCATION Bachelor of Science – Business Administration (Accounting), San Diego State University |