BPW - Key Persons
Bridget Foreman joined BPW in 2003. Her specialties include closely-held businesses and individual taxation for high net worth individuals.A significant part of Bridget's business expertise focuses on partnership taxation and entity structure. She is accomplished in evaluating complex financial transactions, including mergers and acquisitions and institutional financing.
Bridget Foreman joined Bartlett, Pringle & Wolf, LLP in 2003, becoming a partner in 2009. Her specialties include closely held businesses and individual taxation for high net worth individuals.
A significant part of Bridget's business practice focuses on partnership taxation and entity structure. She is accomplished in evaluating complex financial transactions, including acquisitions, purchase price allocations and eventual dispositions.
Bridget integrates tax planning, compliance and consulting services for her clients as well as orchestrates the efforts of their other advisors, including investment managers, attorneys, bankers and insurance agents.
During the course of her career, Bridget spent six years working within the hospitality market sector at a four-star hotel and resort in various capacities ranging from credit manager to leading the internal audit department. In addition, she is well versed in the financial services issues faced by franchisees of national restaurant chains. This related work experience has proved invaluable for her clientele.
Bridget received her Bachelor of Arts degrees in Business Economics and German Studies from the University of California, Santa Barbara.
Today, a mother of two, Bridget's top personal priority is spending quality time with her family. When she manages to find a quiet moment, Bridget enjoys reading and relaxing on the beach. She also values community involvement and is on the Board of Directors of CALM and the Lobero Theatre.
Crystal joined Bartlett, Pringle & Wolf, LLP in 2018 and is a partner in the firm's tax department. She has worked on a variety of engagements, including acquisitions, entity structure and tax planning as well as oil and gas taxation. Although she is a skilled generalist at heart, her work has primarily been focused on partnerships and working with high net worth individuals.
Crystal joined Bartlett, Pringle & Wolf, LLP in 2018 and is a partner in the firm's tax department. Starting her public accounting career in 2004, she has experience working in both large and mid-size firms as well as the partnership group at Grant Thornton. Crystal brings a depth of expertise in tax planning and compliance and is constantly looking for ways to add value to her client relationships.
Crystal takes great pride in her technical knowledge and in providing a high level of client service. She has significant experience with complex business returns and consulting engagements, including sales and acquisitions, entity structure and tax planning. Although she is a skilled generalist at heart, her work has been primarily focused on partnerships and working with high net worth individuals.
She is a member of both the California Society of Certified Public Accountants (CalCPA) and the American Institute of Certified Public Accountants (AICPA).
Crystal received her Bachelor of Science in Accounting with minors in both Finance and Mathematics from Southern Illinois University at Carbondale.
In 2018, Crystal moved to Santa Barbara after living in Dallas, Texas for over a decade. She has settled in with her cat, Maximus, and is excited to call Santa Barbara home. Outside of the office, she enjoys singing, wine tasting, reading and trying to find the best Old Fashioned in town.
Job Titles:
- Certified Public Accountant
- Partner
- Audit Partner and the Partner
- Member of the American Institute of Certified Public Accountants
Danna McGrew is an Audit Partner and the Partner in Charge of the Client Accounting Services Department. She has experience in coordinating, managing and executing audits, and has been involved in all aspects of financial reporting, including accounting consulting, litigation support and internal control evaluations. Danna also specializes in financial and regulatory audits.
Danna joined Bartlett, Pringle & Wolf, LLP in 1992. Danna is a Certified Public Accountant with experience in coordinating, managing and executing audit and accounting engagements. As a partner in the firm's audit department, she uses creative approaches to highlight opportunities for improvement in your operations. She has been involved in all aspects of financial reporting, including attest engagements, accounting consulting, internal control evaluations and litigation support engagements.
Danna is a member of the American Institute of Certified Public Accountants (AICPA), the California Society of CPAs. In 2007, Danna was named "Accountant of the Year" by the California Special District Association (CSDA). She was also named Who's Who in Professional Services and one of the Top 50 Women in Business by the Pacific Coast Business Times. In 2017, Danna was nominated as one of CalCPA's Women to Watch in the Experienced Leaders Category.
Danna is a graduate of the Katherine Harvey Fellows program at the Santa Barbara Foundation and is highly involved in the local community. She serves on the South Coast Business & Technology Awards Steering Committee as well as their Nominating Committee. Danna also serves on the Board of Directors for the Santa Barbara Foundation, the Scholarship Foundation of Santa Barbara and Storyteller Children's Center.
A graduate from the University of California, Santa Barbara in 1991, Danna received her Bachelor of Arts in Business Economics with an emphasis in Accounting. In her time away from the firm, Danna enjoys spending time with her family.
Devin began his career with Bartlett, Pringle & Wolf, LLP in 2012, originally joining the firm as an intern. He is now a manager in the tax department and works closely with clients to provide tax planning and compliance solutions to minimize their tax liability.
While he has experience in a wide range of industries and issues, Devin's focus includes taxation of closely held businesses and high net worth individuals, with a sharp understanding of entity structuring and tax planning strategies.
Devin graduated from UCSB with a Bachelor of Arts in Business Economics with an emphasis in Accounting. In 2018, he received his Master's in Taxation from Golden Gate University.
As an active member of the firm's recruiting team, he co-manages BPW's internship program and is always in search of new talent to join the team. He also serves as board secretary and leads various committees for the CalCPA Channel Counties Chapter.
Devin enjoys outdoor activities such as hiking, climbing, Frisbee golf, surfing and working on his golf game. He is originally from Ojai, California and moved back to the Ojai Valley in 2018.
Eileen Sheridan is a skilled generalist who has worked extensively with individuals and businesses on a variety of complex taxation matters. Eileen focuses her practice on estate, trust and charitable planning. She is the founding member of the firm's estate planning group, which is dedicated to assisting clients with both basic and sophisticated estate tax planning needs.
Eileen Sheridan joined Bartlett, Pringle & Wolf, LLP in 1987, becoming a partner in 1996. A skilled generalist who has worked extensively with individuals and businesses on a variety of complex taxation matters, Eileen has focused her practice at BPW on estate, trust and charitable planning. She is the founding member of the firm's estate planning group, which is dedicated to assisting clients with both basic and sophisticated estate tax planning, as well as philanthropic goals.
Eileen is a graduate from the University of Maryland, earning a Bachelor of Science in Accounting, cum laude, and holds a Master of Taxation degree from Golden Gate University. Eileen is a long-standing member and past president of the Channel Counties Chapter of the California Society of Certified Public Accountants (CalCPA), an organization with over 800 local CPAs. Eileen is currently the chair of CalCPA's statewide Estate Planning Committee and a CalCPA Council Member. Additionally, she serves on their Statewide Committee on Taxation.
She is also a member of the American Institute of Certified Public Accountants (AICPA) and the Santa Barbara Estate Planning Council.
Eileen currently serves on the board of directors for the Music Academy of the West and is a member of the Academy's Planned Giving Committee. She is past board chair of the Santa Barbara Foundation and was a lecturer at UCSB in the Department of Economics for over ten years.
Job Titles:
- Senior Manager
- Member of the American Institute of Certified Public Accountants
Gisela joined BPW in 2015 and is a manager in the firm's tax department. As a tax generalist she enjoys working on a variety of engagements, including high net worth individuals, technology companies and real estate partnerships. Additionally, she specializes in nonprofit tax returns.
Gisela joined Bartlett, Pringle & Wolf, LLP in 2015 and is a senior manager in the firm's tax department. As a tax generalist, she enjoys working on a variety of engagements, including high net worth individuals, technology companies and real estate partnerships. Additionally, she specializes in nonprofit tax returns.
Gisela is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA).
She graduated cum laude from San Diego State University, where she earned her bachelor's degree in Accounting. Gisela is currently working on her Master's in Taxation at Golden Gate University.
Gisela was born in Guadalajara, Mexico, but she grew up in Santa Barbara and is proud to call it home. She enjoys participating in the local events that make up a special part of our community, including the summer sunken garden movies at the courthouse, Old Spanish Days, 3rd Wednesdays in Solvang and much more.
In her free time, Gisela likes traveling, hiking and spending time with her family. As a foodie and travel enthusiast, she enjoys trying out the local cuisine in every new place she goes.
Jacob Sheffield focuses his expertise on complex tax planning for corporations and their shareholders. He works closely with privately-held corporations and their management team on stock transactions, ownership distributions and compensation, as well as GAAP to tax accounting and accounting for taxes on financial statements. He holds a Master's degree in Taxation from Golden Gate University.
Jacob Sheffield joined Bartlett, Pringle & Wolf, LLP in 2005. As a partner in BPW's tax department, he focuses his expertise on complex tax planning and compliance matters for corporations and their shareholders.
Jacob works closely with corporate officers and shareholders on stock compensation, distributions and accounting for income taxes on their financial statements. He enjoys working with start-up companies on selecting the best entity formation for their company, choosing the right capital options and preparing the company for new investors and/or potential sale.
Jacob received his Bachelor of Arts in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara and his Master of Science in Taxation with honors from Golden Gate University.
Born and raised in Southern California, Jacob lives with his wife, three children and their dogs. He is an avid outdoorsman, plays softball and is involved with a number of wildlife conservation organizations. He currently serves on the board of directors for the Chimineas Ranch Foundation.
John Britton is the partner in charge of BPW's Audit and Accounting Department. He works with a highly diverse client mix, including both private for-profit and not-for-profit organizations, with an emphasis in the health care industry. John enjoys working with clients at their places of business and finds the people side of audit work most rewarding.
John Britton joined Bartlett, Pringle & Wolf, LLP in 1991. John works with a highly diverse client mix, including both private for-profit and not-for-profit organizations, with an emphasis in the health care industry.
John is the partner in charge of BPW's Audit and Accounting Department. He enjoys working with clients at their places of business and finds the people side of audit work most rewarding. John strongly believes in the benefits of ongoing financial training and devotes considerable energy to training and coaching both clients and BPW staff in order to foster continuing improvements in processes and operations.
John completed his undergraduate work at University of California, Santa Barbara in Business Economics with an emphasis in Accounting. A third-generation Santa Barbara native, John is an active community participant, serving as a member of the Executive Committee of the Elings Park Foundation and the Treasurer of the Santa Barbara Police Foundation.
John is happily married and spends most of his time with his family. When he finds free time, John enjoys playing golf.
Laura Copple joined BPW in 2001 upon graduating from the University of California, Santa Barbara. As a manager for the firm's audit department, Laura is extensively involved in planning, executing and overseeing audit and attest engagements. She is also experienced in conducting accounting consulting engagements, internal control evaluations and litigation support engagements.
Linda Laramee is BPW's Customer Sales Manager (CSM) for the Business Solutions team, as well as the Controller for the firm. Her experience in a number of roles such as staff accountant, financial analyst and accounting manager has gained her a broad array of financial skills. Linda is a certified professional of Microsoft Dynamics GP.
Lori brings an array of accounting expertise to the firm with over 30 years of experience serving nonprofit, public and private organizations. She joined Bartlett, Pringle & Wolf, LLP in 2019 and is a manager in the client accounting services department.
Lori is well-versed in all facets of the accounting cycle and is proficient in assisting clients with preparing financial reports, managing cash flow, overseeing AP/AR functions, and working closely with CPAs to complete annual tax returns. In addition, her background brings extensive experience in the audit sector, from preparing annual audit documents to reconciling audited financials to accounting records.
As a longtime resident of Santa Barbara, Lori has enjoyed raising her children in the community, serving as the treasurer of the South Coast Community Aquatics Center, and attending both Santa Barbara City College and UCSB.
During her time outside of the firm, Lori enjoys swimming, traveling to tropical destinations, and spending time with family, friends, and her two dogs Ema and Ziggy. She especially enjoys walking, having completed over 40 half marathons and one full marathon.
Job Titles:
- Business Solutions Consultant
Martin Gaxiola specializes in Acumatica ERP. He has several Acumatica certifications, including the Business Consultant Certification and the Implementation Project Manager Certification. Martin is experienced in SAAS implementation, quality control, SAAS operations support and training. He received his Master's in Business Administration from Thunderbird School of Global Management.
Job Titles:
- Senior Manager
- Business Solutions Senior Manager
Mike Weaver is in charge of implementing a broad range of business solutions for BPW clients, including Financials, Distribution, Human Resources and Payroll modules, as well as reporting packages such as Management Reporter. He is a certified professional for both Acumatica and Microsoft Dynamics GP. Additionally, Mike has achieved the designation of "Certified Master" of Microsoft Dynamics GP
Michael is a senior manager in the firm's consulting practice and primarily focuses on ERP and CRM solutions. He was one of the first "Certified Masters" on the Microsoft Dynamics GP product line. Michael is a CPA and a Microsoft MCP with certifications in SQL Server Administration, Microsoft Office SharePoint Services Administration, plus a host of Dynamics GP solutions.
Michael Weaver joined Bartlett, Pringle & Wolf, LLP in 2000. Michael is a senior manager in the firm's consulting practice and primarily focuses on ERP and CRM solutions. In this role, he has been involved in the marketing, selling, implementing and supporting of a variety of Microsoft business solutions offered by BPW.
Michael is a CPA and a Microsoft MCP with certifications in SQL Server Administration, Microsoft Office SharePoint Services Administration, Microsoft Dynamics CRM (Installation, Applications and Customization), plus a host of Dynamics GP solutions including Installation, Financials, Distribution and Human Resources/Payroll. Michael was also one of the first "Certified Masters" on the Dynamics GP product line. He continues to enjoy learning about the ever-changing technology revolving around ERP, CRM and BI/Reporting.
Originally from San Diego, Michael made Santa Barbara his home to attend the University of California, Santa Barbara (UCSB), where he received a Bachelor of Arts in Psychology. During his professional career, he achieved a certificate in Accounting from UCSB's Extension program and shortly thereafter earned his CPA license.
Michael now resides in Spokane, WA with his wife and two sons where they enjoy the many outdoor activities available in a four seasons location like Spokane, such as hiking, skiing, kayaking and boating.
Bob Maloy has a depth of technical expertise in the dynamic field of tax management. Throughout the years, Bob has developed a reputation for providing superb tax advice, as well as general business planning. With his demonstrated business acumen, many of his clients have come to view him as an extension of their management team.
Bob Maloy joined Bartlett, Pringle & Wolf, LLP in 1976 focusing on tax management. He has brought an increased depth of technical expertise in the dynamic field of tax management to BPW and his clients.
Job Titles:
- Senior Manager
- Business Solutions Senior Manager
- Contributor
Ross Appenzeller is a major contributor to the success of the Business Solutions group. Ross is a certified professional for both Acumatica and Microsoft Dynamics GP. His software platform knowledge has proven invaluable to clients. Ross is part of our customer service team and enjoys troubleshooting for his clients.
Ross Appenzeller is a senior manager for the firm's consulting team and a Certified Professional on the Microsoft Business Solutions product line. His heightened technical skills and extensive knowledge of the Microsoft software platform are invaluable resources to clients. Ross received a Master's in Business Administration from American Intercontinental University.
Ross Appenzeller joined Bartlett, Pringle & Wolf, LLP in 2003. He is a senior manager for the firm's consulting team and a Certified Professional on the Microsoft Business Solutions product line. His heightened technical skills and extensive knowledge of the Microsoft software platform are an invaluable resource to clients.
He is involved in the implementation and support of Microsoft Dynamics GP, the leading accounting ERP solution for mid-sized businesses. Ross works closely with a variety of businesses and has developed an expertise in providing core financial solutions to the Credit Union industry.
Ross graduated from Youngstown State University with a Bachelor of Science in Business Administration and received his Master in Business Administration from American Intercontinental University.
Ross currently lives in Goodyear, Arizona with his family. He is very interested in the stock market and enjoys studying trends in stocks, bonds and foreign security markets. In his free time, he also enjoys reading books and watching movies.
Job Titles:
- Manager
- Manager in
- Member of the American Institute of Certified Public Accountants
Stacey is a manager in BPW's audit department and is well-versed in overseeing audit and accounting engagements, managing client relationships and supervising field work alongside the audit team. Stacey received both her Bachelor of Science and Master of Science in Accounting from Louisiana State University.
Stacey joined Bartlett, Pringle & Wolf, LLP (BPW) in 2011, bringing three years of experience working with a big-four accounting firm. Today as a manager in BPW's audit department, she is well-versed in overseeing audit and accounting engagements, managing client relationships and supervising field work alongside the audit team.
Stacey manages a diverse client portfolio ranging from start-up companies to fully operational for-profit and not-for-profit organizations. She also specializes in serving clients in a variety of industries, including technology, manufacturing and professional services.
Stacey is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). She serves on the Audit Committee for the Santa Barbara Foundation.
Stacey received both her Bachelor of Science and Master of Science in Accounting from Louisiana State University.
Born and raised in Louisiana, Stacey likes to travel, read and enjoy the wonderful climate and beautiful scenery that Santa Barbara and the surrounding areas have to offer.
Stephen (Steve) Korosy joined Bartlett, Pringle & Wolf, LLP's Business Consulting team in 2010, bringing with him extensive experience in business analysis and software application sales and implementation. He began his career in ERP software implementation consulting in 1997 and has assisted numerous clients in the successful implementation of their business solutions.
Steve focuses his work primarily on ERP/CRM software sales, CRM implementation methodologies and best practices. His experience includes project management, business process and operations reviews, various selling methodologies, system installation and implementation, technical support, data conversion and database administration, design of customized processes and reports and the design of custom applications to accommodate client specific needs. He has also migrated, integrated and supported multiple systems including Microsoft Dynamics CRM, Sage SalesLogix, Pivotal, ACT!, Epicor ERP (formerly Platinum SQL) and Clientele, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage MAS 500 and Platinum for Windows.
Steve's experience includes consulting for clients across many diverse industries from finance, retail, manufacturing and distribution, telecommunications, nonprofit, government, professional services, printing, aerospace, landscape and property maintenance, software, advertising and pharmaceuticals.
Steve received his Bachelor of Science in Accounting from the University of Phoenix. He resides in Goleta, California with his wife and daughters. In his free time, he enjoys traveling to foreign countries, SCUBA diving and making a mess of the kitchen in search of that perfect dish.
Job Titles:
- Manager
- Business Solutions Manager
Stephen Korosy is proficient in business analysis and software application sales and implementation. Steve focuses his work primarily on ERP/CRM software sales and implementation, methodologies and best practices. His experience includes consulting for clients across many diverse industries.
Steve Korosy is a manager with BPW's consulting team, offering extensive experience in business analysis and software application sales and implementation. He focuses primarily on ERP/CRM software sales, CRM implementation methodologies and best practices. His experience includes system installation, technical support, business and operations reviews, and database administration.
Stephen (Steve) Korosy joined Bartlett, Pringle & Wolf, LLP's Business Consulting team in 2010, bringing with him extensive experience in business analysis and software application sales and implementation. He began his career in ERP software implementation consulting in 1997 and has assisted numerous clients in the successful implementation of their business solutions.
Steve focuses his work primarily on ERP/CRM software sales, CRM implementation methodologies and best practices. His experience includes project management, business process and operations reviews, various selling methodologies, system installation and implementation, technical support, data conversion and database administration, design of customized processes and reports and the design of custom applications to accommodate client specific needs. He has also migrated, integrated and supported multiple systems including Microsoft Dynamics CRM, Sage SalesLogix, Pivotal, ACT!, Epicor ERP (formerly Platinum SQL) and Clientele, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage MAS 500 and Platinum for Windows.
Steve's experience includes consulting for clients across many diverse industries from finance, retail, manufacturing and distribution, telecommunications, nonprofit, government, professional services, printing, aerospace, landscape and property maintenance, software, advertising and pharmaceuticals.
Steve received his Bachelor of Science in Accounting from the University of Phoenix. He resides in Goleta, California with his wife and daughters. In his free time, he enjoys traveling to foreign countries, SCUBA diving and making a mess of the kitchen in search of that perfect dish.
Job Titles:
- Manager
- Member of the California Society of Certified Public Accountants
Teresa Mullins joined BPW in 1995. She is a manager in the tax department specializing in estate planning, trusts and gifting. As a Certified Public Accountant, Teresa is experienced in sophisticated tax planning and compliance matters for individuals. As a member of the firm's estate planning group, she is dedicated to assisting clients with both basic and complex estate tax planning needs.
Teresa Mullins joined Bartlett, Pringle & Wolf, LLP in 1995. She is a manager in the tax department specializing in estate, trust and charitable planning. Teresa is experienced in sophisticated tax planning and compliance matters for individuals.
As a member of the firm's estate planning group, she is dedicated to assisting clients with both basic and complex estate tax planning needs.
Teresa graduated from the University of California, Santa Barbara and received a Bachelor of Arts degree in Business Economics with an emphasis in Accounting. She has been a resident of the Santa Barbara area since 1979.
Teresa is an active member of the California Society of Certified Public Accountants (CalCPA).
In her free time, she spends her hours volunteering at the county cat shelter and ushering at the local theatres. Teresa also enjoys world travel, snow skiing and sailing.
Tiffany joined Bartlett, Pringle & Wolf, LLP in 2014 with seven years of experience in private accounting as the controller for a multi-million dollar law firm in Los Angeles and as the controller of a multi-generation winery in Santa Ynez. Tiffany brings her unique expertise in privately held businesses to the firm with her background as a controller.
As a manager in the tax department, Tiffany enjoys working with high net worth individuals to help them plan their wealth, whether that is gifting to the next generation, general trust administration, or charitable donations. Tiffany is the co-chair of the firm's estate planning group, which is dedicated to assisting clients with both basic and sophisticated estate tax planning as well as philanthropic goals.
Tiffany was a Regent Scholar in the honors program at UCSB where she graduated with a Bachelor of Science degree in Aquatic Biology and earned her MBA with an Accounting emphasis in International Finance from the Keller Graduate School of Management.
She is a member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of Public Accountants (CalCPA), where she sits on the state-wide membership committee and chairs the Santa Barbara Discussions Group. She has also been a member of the Screen Actors Guild (now SAG/AFTRA) since 1988.
She is originally from Chatsworth, California, but she moved to Santa Barbara to attend University. After meeting her husband here in Santa Barbara, she has made this her permanent home with her growing family. In her free time, Tiffany enjoys outdoor activities, traveling, volunteering at her local church, and spending time with her identical twin's family in town.
Job Titles:
- Partner
- Member of the American Institute of Certified Public Accountants
As a partner in the audit department, Tracey Solomon is active in planning, supervising and executing audit and accounting engagements. Tracey has worked with a diverse portfolio of clients, including start-up companies, governmental entities, for-profit and not-for-profit organizations. Her specialties include special district audits, employee benefit plan audits and accounting consulting.
Tracey joined Bartlett, Pringle & Wolf, LLP in 2003. She has a diverse portfolio of clients, including start-up companies and governmental entities as well as for-profit and not-for-profit organizations.
As a partner in the firm's audit department, Tracey is experienced in planning, supervising and executing audit and accounting engagements. Her specialties include employee benefit plan audits, special district audits and accounting consulting. Additionally, she is actively involved with closely held companies in a wide range of industries, such as technology and service, where she has expertise in complex accounting transactions, including equity-based transactions and corporate reorganizations.
Tracey is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs (CalCPA). She is also a member of the Santa Barbara Foundation's Audit Committee.
As a graduate from the University of California, Santa Barbara (UCSB), Tracey received her Bachelor of Arts in Business Economics with an emphasis in Accounting and a minor in Global Peace and Security.
Tracey is a native of Santa Barbara and enjoys being outdoors and spending time with her family.