The Walpole Team
Founder
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Jean Smith
CPA, CFP, EA, Founder [email protected]
Our Partners
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Kirk Stovesand
CPA/PFS, CPWA®, CFP®, MST [email protected] -
Yusuf Balogun
CPA/PFS, MST, Managing Partner [email protected] -
Holly Cramer
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Jason Machgan
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John Bostwick
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Tom Wahlquist
Partner [email protected]
Accountants
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Melissa Athoughies
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Khansa Afzaal
Staff Accountant [email protected] -
Elizabeth Caushaj
Staff Accountant [email protected] -
John White
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Marianne Bloom
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Ashley Broyles
Staff Accountant [email protected] -
Carmen Corral
Full-charge Bookkeeper [email protected] -
Rachel Earl
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Susan Huang
Staff Accountant [email protected] -
Mark Jackson
CPA, CITP [email protected] -
Diana Lewis
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Colin Mak
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Kathleen McKinney
Staff Accountant [email protected] -
Matthew Mitchell
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.jpg?1514923017 "Chris Mulvihill")
Chris Mulvihill
Staff Accountant [email protected] -
Kathryn Nugent
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Wendy Nomura
Full-charge Bookkeeper [email protected] -
Anita Peca
CPA, PFS [email protected] -
Jessica Pejsar
Staff Accountant [email protected] -
Jason Portner
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Veronica Stimson
Full-charge Bookkeeper [email protected] -
Donna Sedillo
Staff Accountant [email protected] -
Lisa Spencer
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Marlin Stovesand
Staff Accountant [email protected] -
Mary Widiner
Administration
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Marcia Caswell
Administrative Assistant [email protected] -
Kirstin Deason
Administrative Assistant [email protected] -
.jpg?1514923101 "Jordan Knight")
Jordan Knight
Executive Assistant [email protected] -
Barbara Livengood
Administrative Assistant [email protected] -
Heidi Rieck
Administrative Assistant [email protected]
Wealth Management Division
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Michelle Kling
Customer Relationship Specialist [email protected] -
Marites Blair
Customer Relationship Specialist [email protected] -
Paul Mannion
CFP® [email protected]
ERP Consulting Division
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Zaniar Alvarez Ghonchehei
Software Developer [email protected] -
Monica Arnold
Consultant [email protected] -
Layla Austin
Consultant [email protected] -
MeLinda Matsumoto
Customer Experience Manager [email protected] -
Mandy Myers
Consultant [email protected] -
Audra Paik
Staff Accountant [email protected] -
Michael Ramirez
Staff Accountant [email protected] -
Justin Roberts
Senior Consultant [email protected] -
Cole Straub
Senior Consultant [email protected] -
Greg Heinz
Senior Consultant [email protected] -
Tom Votava
Consultant [email protected] -
Tom Wahlquist
Partner [email protected] -
.jpg?1532649980 "Amy Wilby")
Amy Wilby
Project Manager [email protected]