“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.
Employee Benefit Plan Audits
Small Business Accounting
Tax Authority Examinations
Tax Planning & Return Preparation
FINRA Series 7 & 66
California Insurance License #0E01220.
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
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
Bachelor of Science – Business Administration (Accounting), San Diego State University