BDCO - Key Persons

Job Titles:

• Staff Member

AaronSoon,analumnusoftheShidlerSchoolofBusinessattheUniversityofHawaiiatManoa,bringsauniqueblendofexperiencetoourtaxteam.OriginallyembarkingonanengineeringjourneyatUCLA,AaroneventuallyreturnedtohisHawaiianroots,wherehepivotedtoafocusinaccountingandfinance.Hisdiverseacademicbackgroundandpriorworkexperienceenrichesourteamwithfreshperspectives.Aaron'ssuccessfuljourneytopassingtheCPAexaminationwaspartlyfueledbycollaborativestudysessionswithhiswife,whowasconcurrentlypreparingforhermedicalboards.Inhisroleasadedicatedtaxprofessional,Aarondrawsinspirationfromhiswife'sresilienceanddetermination.Thecouplecherishestheirmomentstogether,findingsolaceandstrengthineachother'scompanyamidsttheirdemandingcareers.Aversatileathlete,Aaronhasdabbledinvariousteamsports,ultimatelyfindinghispassionincrosscountryandtrackduringhishighschoolyears.Thesedays,awayfromthespreadsheetsandtaxforms,AaronisoftenspottedatHiClimb,honinghisboulderingskillsandembracingthechallengesofclimbing,muchlikehetacklescomplexitiesintaxation.AaronisaCPA,CertifiedbytheHawaiiBoardofPublicAccounting

Job Titles:

• Staff Member

*Definitionishere.Whenaskedaboutherfavoritepartofherlastjob,AlexCastrowasquicktorespond"theview".Anavidappreciatorofboththebeautiesofnatureandtheessenceofpeople,oneofherfavoritenon-workactivitiesistoheadtothebeachtowatchthesunset.AlexisaNapanativewithexperienceinthewineandsportstrainingindustries.ArrivingforherfirstdayofworkinthemiddleoftheCovid-19stayathomeorder,Alexmettheteamonline.Herupbeatenergyandpositive,infectiousattitudeareagreatadditiontoourcustomerserviceteam-bothinpersonandonline.

Job Titles:

• Resident of Illinois

ChandraEnglehartisaresidentofIllinoisandholdsadegreefromtheUniversityofEvansville(UE)andaMastersinBusinessAdministrationfromtheUniversityofSouthernIndiana.Shehaspriorexperienceinbothauditandtaxandhasheldaccountingrolesinbothprivateequityfundsandbanks.Atonepoint,sheevenworkedonacemeteryauditandwasengagedincountingheadstones.Sheisexcitedaboutapplyingherspirit-countingexpertiseinWineCountryandtohelpingpeoplemakesenseofthenumbers.Sheisanavidbaseballfanandcompetitor,andasaformerplayerontheNCAADivision1UEsoftballteam,stillholdsthehomerunrecord.Heraccoladesdon'tstopthereasshewasrecognizedasa4timeallAcademicplayerandatonepointevenheldtherecordforgetting"HitbyPitch".Amotheroftwoyoungchildren,ChandraisinspiredbyherMom,andisconstantlylookingfornewwaystogrowandlearn.ChandraisaCPAlicensedbytheIllinoisBoardofExaminers.

Job Titles:

• CEO
• Partner

CraigUnderhillisthefirm'sCEO.HehasbeenaCPAforover37yearsandhasbeenwithBDCosince1995.Leveraginghisvastaccountingandmanagementexpertise,he'sadeptatsteeringwineandhospitalityentitiestowardsstrategicsuccess.Hiseducationinstrategicmanagement,productivity,andhumanbehaviorempowersindividualsacrossalllevels-fromtopexecutivestohourlystaff-toreachtheirpeak.Amasteratincitingintrospectivequestions,Craigenablesindividualstounlocktheirpotentialandbolsterperformance.HeistheboardchairforJuniorAchievementinNapaCountyandhasledJA'sexpansionfrom250participantstoover4,000annually.HeholdsabusinessadministrationdegreefromCaliforniaStateUniversity,ChicoandiscertifiedinStrategicPerformanceManagement.HeisanactivevolunteerandtrainedhandlerforAarontheComfortDog,aNapacelebrity.YoucanreadCraig'sblogpostshereandhearhimdescribehisvisionforthefirmhere.CraigisaCPAlicensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Staff Member

DawnMarshallisaNapanative.ShebrieflylefttheNapaValleyforasojourntoMiami,FloridabutreturnedtoNapatobeginherprofessionalcareer.Herfirstjobwasinaflorist,beforemovingtohigh-endhospitality,thenwineryaccountingandforthepast17yearsshehasbeenservinginanumberofdifferentrolesincitygovernment,culminatingintheroleofHumanResourcesandAdministrativeManager.Sheisatwotimerecipientof"AwardofFinancialReporting"bytheGovernmentFinanceOfficersAssociation.Whenshe'snothelping"humanswithresources",sheislikelytobegardening,quilting,orarrangingitemsinherhometobemoreaestheticallypleasing.Dawnisthemotherof3children-2sonsandadaughterwhoallseemtohaveinheritedsomeofhercreativeabilities.Asayoungwoman,Dawnwentofftopurchaseherfirstautomobile,aRenault,atalocalNapaautomobiledealer.Whileshewasunsuccessfulinsecuringherdreamautomobile,sheultimatelywalkedawaywithafirstdatewithhernowhusbandof29years.

Job Titles:

• Staff Member

DianeLeendersisagraduateofSaintMary'sCollegeinMoraga,California.Sheisanexperiencedtaxprofessionalwhohaspreviouslyheldauditpositionsinbothpublicaccountingandindustry.Dianeisanopenwaterswimmerwhoregularlycompetes,alongwithmembersofherfamily,inmastersswimmingevents.Sheenjoysthefeelingofglidingthroughthewavesandtheresultingsenseofcalm.Waterisarecurringthemeinherlife,asshemetherhusbandonawaterskiingadventure.Dianeisanearlyriserandherdailyritualbeginswithcoffeeandaviewoftherisingsun.Dianecherishesthistimealoneandfeelsthat"eachdayprovidesanopportunitytomakethatdaymeaningful."DianeisaCPA,licensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Partner
• Partner in Brotemarkle Davis & Co.

EricaRiddle,CPAisapartnerinBrotemarkleDavis&Co.specializingintaxandassuranceservices,operationalreviewsandbusinessconsulting.Ericaalsoservesasthefirm'swineindustryanalyst,spearheadingthefirm'seffortstoprovideandsharekeyinsightsintothewinebusinesswithourcustomers.EricajoinedBDCoin2013withaMastersinAccountingfromCaliforniaStateUniversity,SacramentoandiscertifiedinStrategicPerformanceManagement.PriortojoiningBDCo,shewastheLaborOptimizationManageratSixFlagsDiscoveryKingdom.Althoughherofficewaslocatedrightnexttoarollercoaster,Ericasaysherfavoriteattractionattheparkwasthetigersshefirstgottoknowascubs.Asaknittinghobbyist,Ericasaysthekeytohersuccessispatienceandconcentration,whichalsomakesherawizardatspreadsheets,programming,andallthingsaccounting.Shealsoholdstheunprecedenteddistinctionofbeingacandymakerandisa"third-generationRiddleBrittler".EricaisaCPAlicensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Consulting

GeniWhitehouseisaconsultingteammemberwithBDCo.SheistheauthorofHowtoMakeaBoringSubjectInteresting:52waysevenanerdcanbeheard,whichisavailableonAmazon.com.Genihasbeennamedoneofthe25mostpowerfulwomeninaccountingbyCPAPracticeAdvisor,oneoftheTop100InfluencersbyAccountingTodaymagazine,andoneoftheTop25ThoughtleadersinAccounting.HerprimaryareaoffocusisexpandingBDCo'sstrategicmanagementservices.GeniisaninstructorattheWISEAcademy,wheresheteachesaccountingconceptstowinerystaffandisaformerboardmemberoftheNapa/SonomaChapterofWomenforWineSensewheresheservedasEducationDirector.ShewasamemberofTEDxNapaValley.organdspokeattheireventinSeptemberof2011.YoucanreadGeni'sblogpostshere.GeniisaCPAlicensedbytheGeorgiaStateBoardofAccountancy.

Job Titles:

• CFO
• Partner

LisaAkrawiisagraduateofWallaWallaUniversitywheresheearnedaBBAwithaconcentrationinaccountingandacertificateofbusinessanalytics.AformerNapaValleyresident,shewasdrawntoaccountingbyaninterestinnumbers,organization,andbalance.Sheseesaccountingasaspecializedlanguagetolearnandapply.HerBDCotitle,'Virtuoso',isword-playontheimportanceofintegrityintheroleofapublicaccountantandtheartisticendeavorsinherpersonallife.ShebecameacertifiedmakeupartistwhileobtainingherBBAandcontinuestomaketimeforcreativeactivities,evenwhenworkgetsbusy.Thisisherwayofmaintainingtimemanagement,criticalthinking,andwork-lifebalance.FromherOrlando,Floridahome,Lisaenjoyspeacefulmornings,summerstorms,andasunnyhousefullofpetsandplants. AaronSoon,analumnusoftheShidlerSchoolofBusinessattheUniversityofHawaiiatManoa,bringsauniqueblendofexperiencetoourtaxteam.OriginallyembarkingonanengineeringjourneyatUCLA,AaroneventuallyreturnedtohisHawaiianroots,wherehepivotedtoafocusinaccountingandfinance.Hisdiverseacademicbackgroundandpriorworkexperienceenrichesourteamwithfreshperspectives.Aaron'ssuccessfuljourneytopassingtheCPAexaminationwaspartlyfueledbycollaborativestudysessionswithhiswife,whowasconcurrentlypreparingforhermedicalboards.Inhisroleasadedicatedtaxprofessional,Aarondrawsinspirationfromhiswife'sresilienceanddetermination.Thecouplecherishestheirmomentstogether,findingsolaceandstrengthineachother'scompanyamidsttheirdemandingcareers.Aversatileathlete,Aaronhasdabbledinvariousteamsports,ultimatelyfindinghispassionincrosscountryandtrackduringhishighschoolyears.Thesedays,awayfromthespreadsheetsandtaxforms,AaronisoftenspottedatHiClimb,honinghisboulderingskillsandembracingthechallengesofclimbing,muchlikehetacklescomplexitiesintaxation.AaronisaCPA,CertifiedbytheHawaiiBoardofPublicAccounting GuyCarlhasbeenaCPAwithBDCosince1992andapartnersince2005.Hespecializesinhelpingsmallwinerieswithtaxpreparationandplanning,financialstatements,forecasting,andaccountingsoftwareguidance.Guyenjoyshelpingbusinessownersunderstandhowtheirbusinessesworkandperform,andempoweringthemtobemoresuccessful.BornandraisedintheNapaValley,GuyholdsanaccountingdegreefromSt.Mary'sCollege.Heisapast-activememberoftheNapaActive20-30Club,anorganizationdedicatedtohelpingchildreninthecommunity.Anavidoutdoorsman,Guycanoftenbefoundalongsideamountainstreamorfloatingonalakewithafishingpolenearby.GuyisaCPAlicensedbytheCaliforniaBoardofAccountancy. RandyGnagyhasbeenaCPAforover34yearsandhasworkedwithBDCosince2000.Heisthefirm'sseniortaxspecialist,andhasagreatdealofexperienceininterstatetaxationandtaxpreparationfornonprofitorganizations.OvertheyearshehasbeenactiveinJuniorAchievement,theArtsCouncilofNapaValley,andtheNapaValleyShakespeareFestival,andiscurrentlyontheboardofNapaEmergencyWomen'sServices.Hehasalsodonevolunteerworkatlocalschools.HeholdsaBAinhistoryfromCaliforniaStateUniversity,Fresno.RandyisaCPAlicensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Staff Member

HeatherSprauveisanativeofDeerPark,California.SheattendedPacificUnionCollege(PUC)inAngwin,thentransferredtotheirsistercollege,AtlanticUnionCollegeinSouthLancaster,Massachusetts,beforereturningtoAngwintocompleteherdegree.Shestartedoutasanartmajorbutaftertakingherfirstbusinessclass,discoveredanaptitudeforaccountingandmadethathermajor.HeathermovedtotheVirginIslandswhereshemarriedandspent18yearsworkingforanaccountingfirm.SheworkedforBDCopart-timeforafewyearsandthenfollowingthedevastatingimpactofhurricanesIrmaandMaria,returnedtoCalifornia.WhilesheenjoysbeingbackinCalifornia,HeathermissesherdailyviewoftheCaribbeanOceanfromalmostanyspotonthe31squaremileislandofSt.Thomas.Herinterestsincludehiking,travelingandexploringnewplaces.

Job Titles:

• Staff Member

JakeThomashasauniquebackgroundwhichcombinesadvancedstudiesinPhysicsandWSETLevel3certificationsinWine&Spirits.HehastaughtphysicsclassesatStanfordandcreatedmorethan500customcocktailsathighendresortsintheBayArea.Whetherhefindshimselfbehindadesk,infrontofaclassroom,orworkingthebar,Jakeismotivatedbytheimpactheisabletohaveonothers.Jakeisalife-longlearnerwholooksfornewwaystostretchbeyondhiscomfortzone.Wearegratefultohaveaccesstohiscuriosity,knowledge,andmixologymagicasamemberofthefirm'sadministrativeteam.WhenhehastimeoutsideofworkandisnotbusyresearchingQuantumFieldTheory,QuantumElectrodynamics,ChaosTheoryormixingwhiskeycocktails,JakeisfondoftripstoCanadaforbackcountrysnowboarding.

Job Titles:

• Staff Member

MattieEagleisagraduateofGrinnellCollegeinGrinnell,IowawhereshemajoredinHistoryandStudioArt.Aftergraduation,travel,andseveralapplicationsofherentrepreneurialtalents,shewentbacktoschoolatWesternNewMexicoUniversitytogaintheaccountingcreditsthatqualifiedhertobecomeaCPA.In2022,sheaddedaMastersofTaxationtohercredentials.ShewasraisedinMinnesotaandnowlivesinSilverCity,NewMexicowithherhusbandandtwochildren.Sheisafull-timememberoftheBDCotaxteam.Sheparticularlyenjoysresearchingtaxlawsastheychangeinsearchofnewopportunitiestohelpourcustomers.Mattielovessupportinghercustomersastheytakecalculatedrisks,pursuetheexpansionoftheirpassions,andbecomeownersoftheirfinancialfutures.Anavidcyclist,Mattieisinspiredbythosewholeada"self-directedlife"andenjoysapplyingherconsiderabletalentstolocalsports,charitableorganizations,andentrepreneurswhoareseekingtobuildsuccessfulbusinesses.MattieisaCPAlicensedbothbytheNewMexicoBoardofAccountancyandtheCaliforniaBoardofAccountancy.

Job Titles:

• Staff Member

Job Titles:

• Partner
• Partner in Brotemarkle Davis & Co.

RebekahKramer,CPAisapartnerinBrotemarkleDavis&Co.specializinginassuranceservicesandbusinessconsulting.SheisoriginallyfromNapa,CaliforniaandisaJustin-SiennaHighSchoolalumnus.SheisagraduateofConcordiaUniversity,IrvinewhereshemajoredinBusinessAdministrationwithadualemphasisinMarketingandAccounting.ShespentthreeyearsworkingforaSouthernCaliforniaaccountingfirmbeforereturningtotheNapaValley.WhileshemaynotfindmanyopportunitiestoapplyherSoCalyacht-countingexpertise(sheoncehadtocountyachtsdockedinportsfromSanDiegotoNewport),herdiverseauditskillshonedfromworkingwithcustomersinOilandGas,Manufacturing,andRealEstateareabigplus.Rebekahfirststretchedherentrepreneurialmuscleswhenshefoundedachapterofco-edbusinessfraternity,DeltaSigmaPi,atConcordia.Shehopestoapplywhatshelearnednotonlytoherroleasanauditorbutalsotosomedayopeningananimalshelter.Whensheisnotbusyauditing,youmightfindRebekahexploringanewtrailorrevisitingoneofherfavoritenationalparks-DenaliinAlaska.RebekahisaCPAlicensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Staff Member

RicardoRomerohasappliedhisstronganalyticalskillsinhisrolesasfirstafinancialanalystandlaterasataxaccountant.HegraduatedSummaCumLaudefromCalPolySanLuisObispowherehealsoearnedtheCollegeofAgricultureAcademicExcellenceAward.HeholdsaMasterofProfessionalAccountancyfromCaliforniaStateUniversityinNorthridge,California.AsanativeofBakersfield,CaliforniahehasadeepconnectiontoagricultureandrelatedbusinesseswhichserveshimwellinworkingwithourNapaValleycustomers.Ricardo'stitlereflectshiscompetitivenatureandhisroleatthefirmwhilepayinghomagetohisalmamater,theCalStateNorthridgeMatadors.Italsoreflectsa"nobull"mindsetwhenitcomestotaxwork.Hadhenotfoundhiswaytoaccounting,Ricardomighthaveappliedhisresearchskillstoacareerteachinghistory.Heisexcitedaboutapplyinghisagriculturalinsightsandexpertisetothewineindustry.RicardoisaCPA,licensedbytheCaliforniaBoardofAccountancy.

Job Titles:

• Staff Member

SummerjoinstheBDCOtaxteamremotelyfromherhomeinMontana.Afterexperiencing4previoustaxseasons,shehasapassionfortaxplanningandstillgetsexcitedaboutIRAtoRothconversionsasatax-savingstrategy.(Besuretoaskher.)AgraduateofNorthDakotaStateUniversity,Summermajoredinaccountingandminoredinfraudinvestigationandfoundherwaytoaccountingbyaccident.Shewasheadedtowardsacareerinlawenforcementuntilshetookthatfirstaccountingclassanddiscoveredanewpassion.WhenSummerisn'tfocusedontaxes,sheisanavidaniméfanandappreciatestheteachingsthataredeliveredbyitsprofoundcharacters.WhileshehadthegoodfortuneofspendinganumberofherchildhoodyearsinthebeautifulcountryofBahrain,heridealvacationdestinationisJapanduringthecherryblossomfestival.SummerisaCPAlicensedbytheMontanaBoardofPublicAccountants.