Team

Mr. Lu, a first-generation scholar, received his B.A. in Economics from the University of California, Santa Barbara. He began his career at a startup company and joined the firm in 2023. He is currently studying and sitting for his CPA…

Connor was born and raised in the Bay Area, graduating from Castro Valley High School. In 2023 he received his B.S in Business with a focus on Finance from San Jose State University. Connor interned for Delagnes, Mitchell & Linder,…

Tracy received her B.S.B.A. in Accounting from The Ohio State University and received her Master of Accounting from the University of Southern California. She began her career at DML in 2023. She is currently studying and preparing for the CPA…

Amy received her master’s degree in Accounting from the University of Southern California in 2023 and bachelor’s degree in Economics and Psychology from University of Washington in 2022. She enjoys writing novels and playing diabolo in her free time.

Ms. Alvarez holds a Bachelor of Science degree with a concentration in Accounting from SFSU. She began her accounting career at PricewaterhouseCoopers, specializing in asset & wealth management with a focus on real estate partnership tax compliance. Currently, she is…