Our Staff

We Embody Teamwork

Amy F.
Corporate Account Manager
Dawn C.
Account Manager
Jackie M.
Estate Settlement Specialist
• B.A. Psychology – University of the Pacific
• Certification: University of San Diego Legal Assistant
Kathryn R.
Estate Settlement Specialist
• B.S. Social Work University of Dayton
• M.A. Psychology University of Santa Monica
Kelly D.
Customer Service
• A.A. Liberal Arts – Grossmont Community College
Patricia P.
Document Librarian
• B.A. Accounting University of San Diego
Sharon Z.
Tax Team Coordinator, Public Benefits Specialist
• B.S. Education -University of Pittsburgh
Wendy M.
Financial Analyst
• B.A. Economics – University of California, Irvine
• Certification: H&R Block Tax Preparer