John is the President and founder of the firm, and has been in practice for over 40 years. A graduate of UCLA, he is licensed in both Oregon and California, and has a wealth of business development and tax management experience to bring to our clients.
Mary joined the firm in 1992. A true Oregon native and life-long resident of Lane County, she studied accounting at Linfield College, and became a partner in the firm in 1998. She brings more then 20 years experience in taxation and business management to the firm.
In March 2006, we welcomed Jeanie Planck to the team. Jeanie comes to us with a stong financial background, with extensive experience in client service administration. As our 'Director of First Impressions,' we think she provides just the right mix of common sense and compassion.
Michelle has been part of our team since February 2007. Before coming to us, she practiced as a Licensed Tax Consultant for ten years. Her love of taxation and accounting led her to a Bachelor's of Accounting from the University of Oregon, graduating in June 2007. Michelle is currently in the process of completing her CPA requirements.