Partners and Colleagues

We are focused on long term relationships with our clients. We consider ourselves key members for your personal “board of directors.” Our belief is that each business and each family, regardless of size, should have its own “board of directors.” As members of “your board” we bring tax and business analysis planning and with my financial planning partner, Rebecca Harper, add the elements of financial product strategies with tax guidance and asset management strategies. We take the lead to coordinate other potential advisors to “your board” for legal issues, business valuations, financing solutions and other professional skills. Please click below for a list of some of our advisors contacts.

Financial Planner

Rebecca E. Harper, Certified Financial Planner
1601 Response Road, Suite 110, Sacramento, CA
(916) 614-7637

Rebecca has over 25 years of experience in the financial planning industry.  She has a degree in finance from University of the Pacific, is a registered representative of AXA Advisors, LLC, and is a licensed career agent with AXA Equitable Life Insurance.  She provides comprehensive business and individual financial analysis and service which is designed to assist business owners, executives and professionals in defining and achieving their financial needs and objectives.

Michael Pearce, Estate Planning Attorney
7600 Greenhaven Dr., Suite 304, Sacramento, CA
(916) 399-5588

Michael is an estate planning attorney with over 15 years of experience.  He received his law degree from McGeorge School of Law.  Michael’s firm is exclusively devoted to estate planning and estate administration services, including drafting of Revocable and Irrevocable Trusts, Special Needs Trusts, and the handling of estate administrations and probate.

Jon Riese, Attorney at Law
8880 Cal Center Drive, Suite 190, Sacramento, CA  95826
(916) 361-8797
Jon works with businesses to establish their business entities, review and negotiate contracts and lease agreements.

David L. Cohen, Cohen & Durrett
The Employers’ Council
8880 Cal Center Drive, Suite 190, Sacramento, CA  95826
(916) 361-8797
Cohen & Durrett attorneys practice primarily in the areas of employment law, real estate, business and commercial litigation.  Also providing other legal services to businesses and individual clients.

Toni Howe, QuickBooks Professional Advisor
Toni Howe Consulting
3960 Partridge Ave., West Sacramento, CA  95691
(916) 813-0603

With over 10 years of experience and being a member of the QuickBooks Professional Advisors program for the past 7 years Toni is trained in all versions of QuickBooks software and specializing in software installation, setup and training for you or your staff to maintain your accounting system.  Also available to provide you bookkeeping services using QuickBooks software.


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