We want to understand your values, needs, and goals and build upon that in everything we do.
Get to Know Us
We began in 2010 with the objective of helping people build the right financial and business framework to grow and manage their success. We want you to feel well taken care of, have a place to ask questions and become more informed and educated.
By providing a more complete and comprehensive financial, business and operational perspective, we communicate and equip you and your team to make well-informed and timely decisions. That way, you can focus on what you do best and generate the greatest return investing your time and energy in your craft.
Building a foundation on accurate and reliable data allows us to effectively manage your financial affairs and provide direction, while giving you the information you need to make the best decisions and avoid costly mistakes.
Whether it’s tax, legal, insurance, real estate, banking, or international matters, we draw upon our extensive network of professional relationships to find the best people you need.
Financial reporting and analysis for all your entities
Strategic and tactical financial and business models and plans
Management of everyday finances and cash flow
Coordination and oversight of investment and tax advisors, lawyers and other professionals
Joe’s background includes an extensive career with Microsoft Corporation and technology start-ups. His experience encompasses finance, accounting, operations, mergers and acquisitions, business development, and strategic planning. Joe holds a BA in Business Administration from the University of Washington.
JASON REHFELD, CFP®
Jason brings over 15 years of experience in business management, financial planning, accounting, and real estate finance. Jason is a Certified Financial Planner, a licensed California real estate broker and holds a BA in Economics and Business Administration from Westmont College.