President, El Presidente
Steve has been an accountant for 40 years and has owned his own practice for nearly 20. Steve focuses on the personal relationship between the client and the accountant, making the client feel more at ease with the stressful business of dealing with his or her finances. He is very involved in the local community and seeks to serve whenever possible. Steve and the family enjoy all things concerned with the outdoors including snowmobiling, 4-wheeling, camping, and getting back to Californian beaches for a nice bonfire.
- Treasurer and member of the Highland Hills Foundation.
- Past president of the Westminster Rotary Club
- Past Member of the Westminster Business Advisory Group
- Past Treasurer and finance committee member of Westminster Church of the Nazarene
Sean Wagner, CPA
Certified Public Accountant
Sean has his hands in every cookie jar of the business (Including the janitorial restroom servicing side). There is nothing about the business goes by without his knowing. He has earned his B.S. Management from Metro State and then his M.S. Accounting from University of Colorado. His claim to fame is that fancy CPA certificate on his wall. To his credit, he is the smartest and most likeable guy out there.
Catherine is our certified mutual fund specialist. If you have any questions about pension plans, IRAs, stock purchases… Catherine’s the person you need to talk to!
Her other job is being Steve’s wife. With jobs like that, we’re lucky that her beautiful smile keeps shining through!
Senior Staff Accountant
Becki Peters has been here for over 20 years now and has become a vital part to our success. As an experienced bookkeeper, payroll expert, and tax preparer, her advice and knowledge can certainly help you succeed financially.
GO JIMMY JOHNSON, 48!
IT Manager, Staff Accountant
Huy has been on board with the biz since 2006. He manages the website and various other technical aspects of our company. Just like all “Tech Guys” he is expendable, thus he was forced to learn how to do taxes and bookkeeping work to keep his job.
Junior Accountant, Bookkeeper
During the summer you can always find her out at the lake, at concerts or with friends and family. She enjoy photography, a good book and the company of her dog.