Secretary
Education
B.S., Applied Mathematics,
California Polytechnic State University
San Luis Obispo, CA
Professional Affiliations
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
Cindy's prior professional experience, including over four years of
work with probate and estate planning attorneys and completion of the
California Society of CPAs' Estate Planning Certificate Program,
provides a strong background for her contribution to the firm's
success. She joined the firm in 1990, and became a partner in January
2000.
Cindy specializes in trusts and estates, and is well versed
in personal tax issues. She is responsible for the preparation and
review of all gift and estate tax returns, court accountings for
estates and trusts, and fiduciary income tax returns for the firm.
Cindy has served on the California Society of CPAs statewide estate
planning committee since its inception, served on the planning
committee for the California CPA Education Foundation 2006 Estate
Planning Conference, and served on the board of the Society's local
chapter for several years. She is also a Board member and Treasurer of
the Central Coast Commission for Senior Citizens and the Central Coast
Senior Citizen's Foundation, and is an active member of the Santa Maria
Valley Kiwanis Club.
