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