Meet the Team.

Our team of physician tax experts have a deep understanding of the unique needs of our clients, and we provide a completely customized service to medical professionals in every stage of their career.

Alex Powell – CPA CA

Alex has a strong passion for creating the highest level of success for all of our clients. He is dedicated to empowering and motivating all his clients to strive for the very best financial future so they can truly enjoy every aspect of their lives.

At his core, Alex follows our company pillars closely as he acts as an advocate for you, your family, and your business while he helps you build a foundation that aligns with your values.

Alex Powell – CPA CA

Alex has a strong passion for creating the highest level of success for all of our clients. He is dedicated to empowering and motivating all his clients to strive for the very best financial future so they can truly enjoy every aspect of their lives.

At his core, Alex follows our company pillars closely as he acts as an advocate for you, your family, and your business while he helps you build a foundation that aligns with your values.

 

Karen Ramirez

With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.

Karen is dedicated to serving all of our clients with the highest regard of customer service, communication, and problem-solving skills in order to instill confidence in what our team can accomplish.

Damion Williams

Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization.

With over 5 year’s experience in accounting, bookkeeping, budgeting, and payroll administration, Damion is the true definition of a team player as he does everything within his power to assist others and our clients.

 

Cru Smith

Cru is the newest member of our team and comes in with a strong background in finance as our new Accounting Technician. We needed a dedicated, detail-oriented and engaged member to add to our team, and we are beyond excited to bring Cru on-board as an essential addition to our on-going initiatives.

Linda Clark

Responsible for managing the office interactions on all levels, Linda keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!

Her focus, adaptability, and strong customer service skills allow her to help our entire team function at a high capacity, while bringing a warm and welcoming energy.

Karen Ramirez

With over 10 years of industry experience, Karen has a keen eye for analyzing and sorting all of our client’s financial data, banking, credit card statements, and day-to-day spending patterns. Her evaluation skills and detail-oriented approach allows her to truly understand the spending habits and trends of all of our clients, giving our advisors everything they need to guide you towards success.

Karen is dedicated to serving all of our clients with the highest regard of customer service, communication, and problem-solving skills in order to instill confidence in what our team can accomplish.

Damion Williams

Damion’s talents lie within financial planning and development in support of our advisors. He will create modules, budgets and strategies that help all of our clients get closer to their financial goals and is exceptionally skilled in reporting, process development, and cost optimization.

With over 5 year’s experience in accounting, bookkeeping, budgeting, and payroll administration, Damion is the true definition of a team player as he does everything within his power to assist others and our clients.

Cru Smith

Cru is the newest member of our team and comes in with a strong background in finance as our new Accounting Technician. We needed a dedicated, detail-oriented and engaged member to add to our team, and we are beyond excited to bring Cru on-board as an essential addition to our ongoing initiatives.

Linda Clark

Responsible for managing the office interactions on all levels, Linda keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!

Her focus, adaptability, and strong customer service skills allow her to help our entire team function at a high capacity, while bringing a warm and welcoming energy.

Get your free, personal consultation.

It only takes 15 minutes, for a lifetime of savings.

Book Free Consultation Now