Bio
I have been with Nelson, Vogelheim & Phillips, LLP since early 2014 working primarily on individual tax returns. Prior to working in the financial sector, my previous work experience in the hospitality industry helped form my focus on customer service. While preparing returns for a wide range of clients at NVP, my focus has recently turned to strategic planning related to employee equity transactions. The tax consequences of vesting, exercising and selling stock options and other forms of employee equity are of keen interest to me. I enjoy engaging with clients as we work through the appropriate strategy in this area.
Education
Sonoma State University, Enrolled Agent designation
Licensed by the Internal Revenue Service
Interests
Cooking
True crime documentaries
Spending time with my five year old daughter
Core Beliefs in Serving Clients
- My primary goal is to keep clients informed and up to date of their tax situation.
- I want clients to understand as much of the taxation process as possible, and to feel confident and in control of their finances.
- I think much of the anxiety people experience around taxes is triggered by the unknown.
Role at FFG
Senior Tax Manager
Contact Information
Phone: 415-352-1100
Primary Location
San Rafael
