Team

Angie received her B.S in Accounting from California State University Long Beach. She previously worked for a boutique firm in Laguna Beach working with entrepreneurs and high net worth individuals/families. She has extensive experience preparing complex personal, business and trust/estate…

Natalie was born and raised in Kenya and received her B.S in Business Administration from San Francisco State University, majoring in Finance and Decision Sciences. She is in the process of preparing for the CPA exams. She enjoys travelling and…