High Net Worth Individuals
Sheila is a graduate of San Francisco State University where she received a Bachelor of Science in Accounting. She began her career with the California Employment Development Department where she was an employment tax auditor in San Francisco and San Mateo counties. After seven years she changed her career path and joined Ernst & Young where she stayed 10 years rising to Senior Manager in the Personal Financial Services group.
We were very pleased to have Sheila join our team in 2008 and she provides excellent service to our high net-worth individuals and their related tax optimization (minimization) entities such as trusts and private foundations. Sheila believes the key to successful client service is to get to know her clients, listen to their personal objectives, and work closely with them to make sure they are met.