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
CPA [email protected] -
Jason Machgan
CPA [email protected] -
John Bostwick
CPA [email protected] -
Tom Wahlquist
Partner [email protected]
Accountants
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Melissa Athoughies
CPA [email protected] -
Elizabeth Caushaj
Staff Accountant [email protected] -
John White
EA [email protected] -
Marianne Bloom
CPA [email protected] -
Carmen Corral
Full-charge Bookkeeper [email protected] -
Rachel Earl
CPA [email protected] -
Susan Huang
Staff Accountant [email protected] -
Mark Jackson
CPA, CITP [email protected] -
Diana Lewis
CPA [email protected] -
Kathleen McKinney
Staff Accountant [email protected] -
Matthew Mitchell
CPA [email protected] -
.jpg?1514923017 "Chris Mulvihill")
Chris Mulvihill
Staff Accountant [email protected] -
Kathryn Nugent
CPA [email protected] -
Wendy Nomura
Full-charge Bookkeeper [email protected] -
Anita Peca
CPA, PFS [email protected] -
Jessica Pejsar
Staff Accountant [email protected] -
Jason Portner
CPA [email protected] -
Veronica Stimson
Full-charge Bookkeeper [email protected] -
Donna Sedillo
Staff Accountant [email protected] -
Lisa Spencer
CPA [email protected] -
Marlin Stovesand
Staff Accountant [email protected] -
Mary Widiner
CPA [email protected]
Administration
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Marcia Caswell
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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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]