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Licensed with the Board of Accountancy State of California since 1992.
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Earned designation as Certified Fraud Examiner in 2007, and current member in good standing of the Association of Certified Fraud Examiners.
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Life-long resident of the Monterey Peninsula, attended local schools thru graduation of Golden Gate University, Monterey Campus. Worked for a handful of small and medium sized firms on the Peninsula, gaining knowledge from variety of positions held, including Bookkeeper, Office Manager, Staff Accountant & Auditor.Current in licensing requirements and continuing education, in the areas of individual taxation, real-estate, 1031 exchanges, depreciation, estates and trusts, non-profits, accounting and fraud. Strong work ethic, and belief in providing an accurate and quality product.
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Volunteer positions held include the following:
Board of Directors - Western Flyer Project, Treasurer. Board of Directors - SCORE , past Secretary, past Counselor, Speaker at Workshops. Board of Directors - Sons of Italy, Monterey Lodge, past Treasurer (served over 6.5 years.) Board of Directors - Italian Heritage Society of the Monterey Peninsula, past Treasurer. Board of Directors - Monterey Fishermen's Historical Association, Inc., past Treasurer. Monterey Chamber of Commerce, current member; previously served on the new membership and small business committees. Italian Catholic Federation - Monterey Branch, current member. Board of Directors - Foothill Elementary School PTA, Auditor, Treasurer, and Secretary. School Site Council - Foothill Elementary School, past councilmember. San Carlos Cathedral - Volunteered as Kindergarten Sunday School Teacher. Seaside Citizens Against Crime Committee, very first Secretary, helped in formation.
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