Our Team
We are committed to forming close partnerships with our clients. Our commitment to excellence is evident in the hardworking nature of our staff and the exceptional service we offer.Partners
Christie Henderson, CA, CFP, TEPManaging Partner
Laurence J. Henderson, FCA, CFP
Partner
Tom Sakellaris, CA
Partner
Principals
Josée O'Toole, CGAPrincipal
Robyn Pangman, CA
Principal
Managers
Rebecca Hughes, CA, CFPSr. Manager - Tax
Linda Stalker, CFP, FMA
Sr. Manager, Wealth Advisory Services
Christine Smales, CA
Manager, Assurance & Advisory Services
Carolyn Kerr, CA
Director, Business Advisory Services
Joyce Taylor, CA
Sr. Manager - Assurance & Advisory Services
Professional Staff
Barry Doerbecker, CA, EATax Services
Anne Bennington, CGA
Tax Services
Nicole Kries, CA
Tax Services
Shannon Maguire, CA
Accounting Services
Lea Wilkening, CPA
Tax Services
Sukhwinder Randhawa, CA
Assurance & Advisory Services
Anne Lambie, CA
Accounting Services
Bernadette Marsala
Accounting Services
Denisa Bobokova
Accounting Services
Haraish Kuarsingh
Accounting & Assurance Services
Ammad Husain
Assurance & Advisory Services
Jacinda Mills
Accounting Services
Kevin Jones, CGA
Assistant Controller
Marlene Kelly
Bookkeeper/Client Services
Tracy Khamis
Bookkeeper/Client Services
Wealth Advisory Services
Administrative Staff
Arlene PurpuraPartners Assistant/Human Resources
Angela Barboutsis
Administrator/Tax Services
Susan Ramsay
Receptionist/Administrator
Liz Salazar
File/ Admin Clerk
Ann Jensen
Executive Assistant
Nancy Beggs
Administrator