Experience and Expertise:
I started my public accounting career in 2000 in the Bay Area with Arthur Andersen, and later with Deloitte & Touche. I have been providing auditing, accounting and consulting services for small to medium size businesses in the North Bay Area since 2005. Prior to joining DBM in 2013, I was an assurance service manager at a local McGladrey Alliance firm for 8 years. I work closely with my clients in a variety of industries such as manufacturing, technology, real estate, vineyards and wineries, and nonprofits. I find it most rewarding to offer my clients with up-to-date industry specific accounting guidance, to assist them with analyzing their business through accurate accounting records, and becoming part of their success stories.
Education and Certifications:
Bachelor of Science in Business Administration
Haas School of Business, University of California, Berkeley
Certified Public Accountant, California
Certified Valuation Analyst
Community Involvement:
Community Foundation Sonoma County, Treasurer
Haas Alumni Network, North Bay Chapter, Founder and Past President
Petaluma Health Center, Audit Committee Member, Past Board Treasurer
Leadership Petaluma Graduate
Hobbies/Interests:
In my spare time, I enjoy reading classical and contemporary literature, both in English and Chinese. I also enjoy exploring California attractions and parks with my husband and our daughter.
