The Walpole Team
Founder
-
Jean Smith
CPA, CFP, EA, Founder
Our Partners
-
Jason Machgan
CPA, Partner -
John Bostwick
CPA, Partner -
Kirk Stovesand
CPA/PFS, CPWA®, CFP®, MST, Partner -
Tom Wahlquist
Partner -
Yusuf Balogun
CPA/PFS, MST, Partner
Accountants
-
Anita Peca
CPA, PFS -
Araceli Arellano
Staff Accountant -
Carmen Corral
Full-charge Bookkeeper -
David Kim
Staff Accountant -
Diana Lewis
CPA -
Donna Sedillo
Staff Accountant -
Jason Portner
CPA -
Jeff Restivo
CPA -
Jessica Pejsar
Staff Accountant -
Jorge Guzman
Staff Accountant -
Kathleen McKinney
Staff Accountant -
Lisa Spencer
CPA -
Luke Larsen
Staff Accountant -
Marianne Bloom
CPA -
Mark Jackson
CPA, CITP -
Marlin Stovesand
Staff Accountant -
Mary Widiner
CPA -
Melissa Athoughies
CPA -
Rachel Earl
CPA -
Roger Elmerick
CPA -
Ryan Gibbons
Tax Associate -
Veronica Stimson
Full-charge Bookkeeper -
Wendy Nomura
Full-charge Bookkeeper
Administration
-
Christina Malin
Administrative Assistant -
Jennifer Speece
Firm Administrator/Controller -
Lizette Torres
Administrative Assistant -
Marcia Caswell
Administrative Assistant
Wealth Management Division
-
Donovan Roberson
Associate Wealth Advisor -
Marites Blair
Associate Wealth Advisor -
Mikaela Lelonek
Customer Relationship Specialist -
Paul Mannion
CFP®
ERP Consulting Division
-
Tom Wahlquist
Partner -
Amy Wilby
Project Manager -
Audra Paik
Staff Accountant -
Cole Straub
Senior Consultant -
Dan Henderson
Consultant -
Donna Richards
Consultant -
Grant Horibe
Project Coordinator -
Greg Heinz
Senior Consultant -
Jordana Verbeck
Consultant -
Justin Roberts
Senior Consultant -
Layla Austin
Consultant -
Mandy Myers
Consultant -
Mario Galliano
Consultant -
Michael Ramirez
Staff Accountant -
Monica Arnold
Consultant -
Nick Niehaus
Consultant -
Tony Baron
Consultant -
William Le
IT Intern -
Zaniar Alvarez Ghonchehei
Software Developer