DBM - Key Persons
Job Titles:
- Partner
- Partner ( Fluent in Russian & Latvian )
I began my career in Public Accounting in 2008 with a local McGladrey Alliance firm and focused on nonprofit and real estate organizations. Before joining DBM in 2017, I was the Director of Finance of a local nonprofit. Currently I work closely with my clients on all aspects of their accounting and reporting needs.
I graduated from the Haas School of Business at UC Berkeley with a Bachelor of Science degree in Business Administration, and hold a Human Resources Management Certificate from Sonoma State University. I have previously served on the Board at Country Day Parents at Sonoma County Day School, and was a Board Trustee at Monte Rio Unified School District.
In my free time, I am involved in my kids' sports and other extracurricular activities. I also enjoy reading, trail hiking, attending music festivals and enjoying the fine wine and food of the Sonoma County.
Job Titles:
- Supervisor
- Supervisor ( Fluent in Spanish )
Experience:
I began my career in public accounting at a local CPA firm shortly after I graduated in 2014, where I gained experience in tax and audit.
After six years in public accounting, I moved to private accounting, where I supervised the internal accounting transactions from three Latin American countries for an international corporation.
In 2021, I realized that my real passion in accounting was tax and returned to public accounting with DBMCPA. As a supervisor, I now oversee many of the firm's tax return projects, including individual returns and a variety of entity returns, as well as wine costing projects for our wine industry clients.
Education:
Bachelor of Science in Business Administration - Accounting
Job Titles:
- Supervisor
- Supervisor ( Fluent in Spanish )
Experience:
I discovered my passion for accounting in 2014, when I began working for a local family-owned business. In this role, I managed the day-to-day financial operations of two locations and learned the importance of accurate accounting for small businesses.
After nearly six years in the private sector, I transitioned to public accounting in 2020, joining DBM as an intern.
Today, I have specialized in tax compliance and leverage my years of experience to assist clients across diverse industries like construction, manufacturing, real estate, and wine.
Education:
Bachelor of Science in Business Administration with an Accounting Concentration, Sonoma State University
Associate of Science in Business Administration, Santa Rosa Junior College
Certified Public Accountant, California
Hobbies/Interests:
I like to spend my free time with my family, watching football or enjoying the outdoors.
Job Titles:
- Senior Associate
- Senior Associate ( Fluent in Spanish )
I graduated from Sonoma State University in 2020 where I obtained a Bachelor of Science degree in Business Administration with a Concentration in Accounting. During my time at Sonoma State, I was the co-chair president of MEChA, a student organized club that promotes culture and history within the Latinx Community.
In my free time, I like to hike, jump rope, and explore new restaurants. I also enjoy knitting scarves and watching movies.
Job Titles:
- Senior Associate
- Senior Associate ( Fluent in Spanish )
I started with DBMCPA in February 2021 as an intern. I attended Santa Rosa Junior College and transferred to Sonoma State University where I graduated with my Bachelor of Science degree in Business Administration with a focus in Accounting in December 2022.
Job Titles:
- Partner
- Partner ( Fluent in Mandarin & Cantonese )
Experience and Expertise:
I started my public accounting career in 2000 in the Bay Area with Arthur Andersen, and later with Deloitte & Touche. I have been providing auditing, accounting and consulting services for small to medium size businesses in the North Bay Area since 2005. Prior to joining DBM in 2013, I was an assurance service manager at a local McGladrey Alliance firm for 8 years.
When you're looking for a qualified and experienced CPA Santa Rosa residents have trusted for many years, the team at DBM - Dillwood Burkel & Millar, LLP is the clear choice. Whether you need simple bookkeeping, business or personal accounting or complex business valuation and tax planning and preparation services, DBM has a well-versed team of Certified Public Accountants with your best interest in mind. We start with a focus on building a relationship and work with you to develop a plan to ensure your financial needs are addressed in a professional and timely manner.
Job Titles:
- Intern
- Intern ( Fluent in Spanish )
I am currently a first-generation college student at Sonoma State University. I received my Associate of Science in Business Administration at Santa Rosa Junior College. I'm pursuing my Bachelor of Science in Business Administration with an Accounting Concentration and plan to graduate by May 2024. As my long-term goal, I'll focus on obtaining my CPA license. I have diverse work experience in marketing, office administration, and audit internships. Balancing my studies with real-world work experience, I'm excited to continue growing professionally and contributing to Accounting.
Job Titles:
- Partner
- Partner ( Fluent in French )
Job Titles:
- Accounting Services Manager
I am originally from San Luis Obispo, California. I graduated from St. Mary's College of California and have been a CPA since 1988. I have worked in the public accounting field for over 35 years, first with a mid-sized firm in Redwood City, and then on to my own tax, accounting, and audit firm after I moved from Hayward to Rohnert Park in 1991. I have been active in community non-profit organizations over the years including the Madrone Audubon Society, the Rohnert Park Chamber of Commerce, and the Rancho Cotate Boosters. I have over 15 years' experience with not-for-profit, school district and governmental audits, and over 35 year experience with individual, corporate, partnership and non-profit tax preparation and accounting services. I was also a founding member of the Rohnert Park Mothers Club and am very grateful to have raised my 5 boys in the wonderful community of Sonoma County.
Before I began my accounting career I was an Electrical and Environmental Specialist in the Air Force. I got my first opportunity in accounting with an internship with Eckhoff and Company in Feb 2022 and assisted with the firms acquisition process to Macias Gini & O'connell. Starting in 2023 I accepted an internship with DBM and I am excited for the opportunity to learn under experienced CPA's.
I am currently enrolled at Sonoma State University pursuing my Bachelor of Science degree in Business Administration with an Accounting Concentration.
I was born and raised in Petaluma, so in my free time I enjoy spending time with friends downtown, hiking around Mt Tamalpais, and watching sports.
Experience and Expertise:
I began my career in public accounting in 2006 at a local McGladrey Alliance firm. I focused on real estate and not-for-profit organizations. I worked closely with the real estate developers' accounting teams, assisting them with all aspects of their business from the day-to-day operations and purchase price allocations to the complications of 1031 exchanges and everything in-between.
After eight years with the local McGladrey Alliance firm, I moved to private accounting and was the Controller for a fast growing real estate investment group based in Santa Rosa. During my tenure with the company, they grew from a handful of entities owning mainly single family homes throughout California to 20 companies with predominantly multi-family properties in California, Oklahoma and Arkansas.
Job Titles:
- Associate
- Associate ( Fluent in Tagalog )
I started my career in public accounting in 2020 and joined DBMCPA in January 2024.
I attended Santa Rosa Junior College before transferring to Sonoma State University, where I obtained a Bachelor of Science degree in Business Administration with concentrations in Accounting and Financial Management.
Job Titles:
- Associate
- Associate ( Fluent in Spanish )
I am a Sonoma State University graduate. I obtained my Bachelor of Science degree in Business Administration with a Concentration in Accounting in the year 2021.
I began my tax career in 2005, preparing tax returns for individuals and small entities while also teaching other preparers in assorted topics of Continuing Education. My background as a small business owner and real estate investor has helped me to work with my clients and understand their needs to a higher degree.
My educational background includes an Associate's Degree in Criminal Justice from Santa Rosa Junior College and a Bachelor of Science degree from Pacific Union College in Business Management. I am currently attending Colorado Technical University with plans to attain another degree, this time in Accounting. Learning is a never-ending journey for me.
Job Titles:
- Supervisor
- Supervisor ( Fluent in Spanish )
I have been preparing tax returns since 2003, working with individuals and small business entities. My experience as a small business owner for 30 years helps me to understand the needs of the small business owner.
Job Titles:
- Senior Associate ( Fluent in Spanish )
Job Titles:
- Admin Support
- Administrative Specialist
I started at DBM in February 2019 after completing the Paralegal Program at Empire College. Prior to Empire College I also received my Associates Degree from Santa Rosa Junior College.
My hobbies include hiking, yoga and playing poker.
Job Titles:
- Manager
- Manager ( Fluent in Khmer )
I enjoy working with clients from a variety of industries and assist them with tax planning and reporting needs. Prior to joining DBM in 2014, I worked as a Credit Analyst at a local bank.
I earned my Bachelor of Science degree in Business Administration with an emphasis in Accounting (graduating with a Cum Laude distinction), from Sonoma State University. I also have an Associate degree in Business Administration with High Honors from Santa Rosa Junior College.
I have been an active member at the Active 20-30 Club of Santa Rosa #50 since 2015. I have previously served on the Board and was the Board Treasurer in 2016 and 2022.
Job Titles:
- Administrative Specialist
After graduating from Sonoma State University in 1993 with a Bachelor of Science degree in Business Administration, with an Accounting Concentration I began my foray into tax work as a Revenue Agent at the Internal Revenue Service.
I spent three years at the IRS after which I went into public accounting with PricewaterhouseCoopers in their Personal Financial Services group working with high-net-worth individuals on their personal, trust, and gift taxes. Since leaving the Big 4 my experience has ranged from working at a large regional firm to a small two CPA office, and most recently running my own tax practice. Having worked at DBMCPA for a short time in 2012 I am so happy to be back with this terrific group of people.
When I am not working, I enjoy watching my son, and the Giant's, play baseball. I can also be found taking my dog, Emma, on long walks around our neighborhood.
Job Titles:
- Intern
- Intern ( Fluent in Spanish )
Job Titles:
- PHRca, PAFM, Office Manager