I joined Johanson & Yau in 1980 and became a Partner in 1986. I held the role of Managing Partner from 2012 to 2023, leading the management of and strategic initiatives related to our people, operations and business performance.
I provide accounting, tax planning and general business consulting services on behalf of individuals, executives and owner-managed businesses across a wide range of industries. And as a financial advisor with extensive tax experience, I work directly with individuals and families to understand their aspirations and goals to achieve our mission of financial peace of mind.
My wife and I live in Willow Glen. In my free time, you can find me catching up with my daughters and friends, and enjoying an occasional golf game.
Client Accounting Services
Employee Benefit Plan Audits
Tax Authority Examinations
Tax Planning & Return Preparation
FINRA Series 7 & 66
California Insurance License #0E01220.
Certified Public Accountant (CPA)
California Society of Certified Public Accountants (CalCPA)
American Institute of Certified Public Accountants (AICPA)
San Jose Rotary Club
San Jose Sports Hall of Fame, Former Board Member
BKR International – Worldwide, Board Member
Bachelor of Science – Business Administration (Accounting), San Diego State University