David Garelick, EA, CFP®
President/CEO

Years with the company: 18 years

Education/Degrees: BA from UCLA, Enrolled to practice before the IRS (EA), Certified Financial Planner™, Registered Investment Advisor, Securities Principal, Series 7, 24, 63, 65 and Licensed Life Agent

Areas of Expertise: Tax, Accounting, Business Management, Investment, Financial Planning

Professional Organizations: National Association of Enrolled Agents, California Society of Enrolled Agents, National Society of Accountants

Hobbies: Being with family, coaching youth sports, Tennis, Basketball, Snowboarding, Water Skiing, Reading

John C. Brooks, EA
Executive Vice President

Years with the company: 16 years

Education/Degrees: Bachelor of Arts Degree In Economics from UCLA, Enrolled to practice before the IRS (EA), Series 7, 65 and 63 Licensed

Areas of Expertise: Income Tax, Estate Tax and Investment, Business Management

Hobbies: Reading, spending time with family. Playing basketball. Snow Skiing, backpacking. Coaching youth sports.

Lee B. Winkler
Executive Director

Years with the company: 35 years +

Education/Degrees: Bachelor of Arts and M.B.A. from New York University

Areas of Expertise: Business Management

Professional Organizations: Member National Academy of TV Arts and Sciences, National Academy Recording Arts and Sciences

Hobbies: Reading,traveling, music, spending time with family