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,…

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…

Mimi received her Bachelor of Science in Accountancy from Arizona State University. She interned at a property management company during her first year of college. Mimi was born and raised in Bulgaria and enjoys traveling and painting in her free…