by Sam Pagel | Nov 3, 2025
Alec earned his bachelor’s degree in Economics and Accounting from the University of California, Santa Barbara, and began his career at PriceWaterhouseCoopers, where he worked in audit for three years while also recruiting talent on college campuses. He earned...
by Sam Pagel | Nov 3, 2025
Julie brings a rare combination of financial expertise and psychological insight to her work with high-net-worth families, entrepreneurs, thought leaders, and entertainment professionals. As both a Certified Public Accountant and Licensed Marriage & Family...
by Sam Pagel | Nov 3, 2025
Peter has spent his career building deep expertise in tax strategy and business management for high-net-worth individuals. He attended California State University, Northridge and earned his master’s degree in taxation from the University of Southern California. As a...
