Angie’s passion is helping others become at peace with money.  She does this through her role as President of RETHINK Money Coaching, Inc., in addition to her volunteer work and leadership in the California Society of CPA’s, fulfilling the mission of “Improving the Financial Literacy of All Californians.” Angie has been working with high-net worth individuals and closely held businesses since 1993. 

Gina is a Manager with DiSanto, Priest & Co. She has over twenty years of experience in public accounting, specializing in tax, financial reporting, and consulting services for privately-held businesses and individuals.

Irv has helped clients grow their businesses and achieve financial security for more than 30 years. He is a business and financial advisor to clients in retail, real estate, the automobile industry and the professional services, with particular skills in litigation support as an expert witness, and often helps clients with mergers, acquisitions and sales of their businesses. Irv holds the title of Personal Financial Specialist and Certified Valuation Analyst.

Jordan D. Amin, CPA, is senior manager in the Tax Department at EisnerAmper, LLP and has more than 10 years experience in both public and private accounting. Amin's expertise includes the review of corporate, individual and partnership tax returns. He advises the owners of closely held companies in the management and growth of all phases of their business, from tax planning to the successful transition of management to subsequent generations in family owned businesses. Amin is chair of the American Institute of Certified Public Accountants’ National CPA Financial Literacy Commission

Michael is president of Wealthstream Advisors Inc. His professional credentials include: Certified Public Accountant, Personal Financial Specialist and Certified Divorce Financial Analyst.  Beyond serving clients, Michael believes in the importance of continuing to learn and sharing his knowledge and experiences with other professionals and the general public. Michael is a member of the American Institute of CPAs, the New York State Society of CPAs and the National CPA Financial Literacy Commission.

Monica is currently managing partner at Monica R. Kellogg, CPA, LLC. For years, Monica R. Kellogg, CPA, LLC has been providing quality, personalized financial guidance to local individuals and businesses. Monica R. Kellogg, CPA, LLC's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Mr. Hegt specializes in tax planning and compliance for both high net-worth individuals and privately held businesses. He is an expert in domestic, state and local, expatriate, and gift/estate taxes, and has been active with the AICPA for over 25 years. Mr. Hegt has been a spokesman for the AICPA before Congress' Small Business Subcommittee, and has also served on and chaired various other AICPA committees. Mr. Hegt has previously been honored by the New York State Society of CPA’s as the Outstanding Discussion Leader of the Year.

Tyler has 10 years experience in helping entrepreneurs and businesses better run their businesses through financial management and lower and control their taxes through tax planning. In addition, he is bilingual in English and Spanish and has experience working in accounting and finance in both languages.