Accounting that

evolves

scales

advances

grows

with you

Accounting that

advances

with you

We’re changing the face of accounting—and shifting 
the focus to what matters most: you.
An award badge with the text "SW Washington Business Growth Awards"An award badge with the text "best in business 2024 - Vancouver SW Washington Business Journal"

Forward-Looking Guidance

Leading with a future-ready mindset, we don’t just react—we anticipate, adapt, and innovate to stay ahead of the curve.

Comprehensive Solutions

Our award-winning team of experts handles a full spectrum of financial needs under one roof.

Trusted Advisors

We’re true partners—reliable, responsive, and always ready to listen—putting your success and peace of mind first.

Tech-Powered Strategies

Our cloud-based tools are efficient, secure, and get every detail right—so you can make informed decisions.

We’re in the Business of People, Not Just Numbers      

Our team is more than just accountants—we're passionate about serving our community and invested in your success. As your advisors and advocates, we’re here to support you wherever and whenever you need us.
Our Team

Matt Lee, CPA

Partner, M&A & Business Development
Matt is an avid cyclist with an annual goal of 2,500 miles, a dedicated golfer who entertains with stories of his exploits, and a devoted family man who especially enjoys time with his grandson.

Brian Smith

Chief Growth Officer
Outside of work, he enjoys cooking, surfing, hiking, and embracing the challenge of staying active while parenting energetic young kids.

Yoni Hernandez Jurado

Senior
Before entering the tax world, Yoni worked in healthcare and still keeps close ties with friends in the medical field.

Sue Zimmerman, CPA

Principal
Sue enjoys golfing, traveling, and reading. A unique part of her family history: her mother came to the United States as a war bride from England on the Queen Mary through Ellis Island in 1946.

Bryan Crew, EA

Manager
Before entering the accounting field, Bryan spent 15 years in bar and restaurant management, large-scale event production, and touring as a professional jazz musician—experiences that bring a unique perspective to his work.

Ursula Perkins, CPA

Partner, Trust & Estates
She loves exploring the Pacific Northwest through camping, crabbing, clamming, boating, fishing, and riding ATVs with family and friends.

Patrick Mitchell

Senior
Before transitioning to accounting, Patrick spent 14 years at a major grocery chain, developing valuable skills that continue to support his professional growth.

Anvesh Yamsani

Associate
When he's not focused on his career aspirations, Anvesh enjoys playing badminton and listening to music. These hobbies provide him with a great way to unwind and keep active.

Chris Goodwin

Firm Administrator
Chris actively volunteers with several booster clubs at her son’s school, balancing a busy schedule alongside tax season. In her free time, Chris enjoys taking walks and relaxing with a good nap whenever possible.

Dana Pound

Administrative Assistant
A true Northwesterner at heart, Dana enjoys all four seasons (yes, even the rain!). In her free time, she shares adventures with her three granddaughters, who affectionately call her “Yaya.”

Ronnel Borrinaga

Associate
In 2023, he explored Southeast Asia, seeking new perspectives and unforgettable experiences. Borgy has conquered 25 mountains in the Philippines, including some of the tallest peaks, and enjoys hiking and island hopping.

David Futcher, CPA

Principal
Originally from the South, David is a lifelong Atlanta Braves fan and proudly named his two sons after former players.

Billy Nguyen

Manager
Outside of work, Billy enjoys playing soccer and is an avid Chelsea FC supporter. He also loves traveling and discovering new places and cultures across the U.S.

Kelly Raby, EA, RICP®

Manager
Kelly grew up in the scenic vacation town of Whitefish, Montana just outside Glacier National Park and now calls Southwest Washington home.

Paul Maloney, CPA/ABV, CFP®

Principal
Paul enjoys golfing, baking, and has previously taught accounting and taxation as an adjunct faculty member at City University with hopes of returning to the classroom in the future.

Kathleen Lindeke

Bookkeeper
Outside of work, Kathy enjoys camping with her family and spending time at their vacation home on Hood Canal, which she shares with her parents and siblings.

JiYon Han, CPA

Partner
Outside of work, she enjoys strolling through neighborhoods to discover new cafés and restaurants—especially when visiting Seoul.

Laura Black, EA

Manager
Laura loves spending time with her family and two dogs, camping and riding 4-wheelers in the mountains.

Chuck Evers

Senior
He’s an avid fly fisher, camper, and swimmer who also enjoys baking bread and smoking meat on the grill.

Esther Okenye, CPA

Manager
Esther has a passion for travel—both across the U.S. and internationally. She’s visited most of the 50 states and loves the thrill of spontaneous adventures.

Adam Rasmussen, CPA

Partner
He’s a passionate Seattle Seahawks and Mariners fan who never misses a game.

Aaron Dawson, CPA

Chief Executive Officer
Nine members of Aaron’s family are CPAs!

Jamie Kwiatkowski

Operations Coordinator
Jamie enjoys traveling, hiking desert trails, and spending time with her two English mastiffs, Eleanor and Delilah. On weekends, she’s often at the dirt track, supporting her boyfriend’s modified racecar adventures.

Katy Lukas, CPA

Manager
In 2022, Katy moved to Portland, Oregon, and now calls the Columbia River Gorge home. She enjoys hiking, traveling, volunteering, and backyard birding in her free time.

Samantha Keamohuli

Office Manager
Samantha enjoys cooking, painting, and exploring the world of true crime.

Amanda Fry

Associate
Amanda has over six years of experience coaching high school girls wrestling.

Kelsey Elwess, CPA

Partner, Director of Tax
She’s not your typical tax pro—Kelsey has a full-throttle love for dirt bikes, motor swaps, and adrenaline-fueled fun.

Sonia Lozen

Senior
She originally earned an associate’s degree in criminal justice before returning to school to pursue her accounting degree.

Ted Davis

Manager
Ted is an enthusiastic golfer who brings both skill and humor to the course. He often jokes, “I usually always hit the fairway—it may not be my fairway, but it’s a fairway!”

Danny Jansen, CPA

Senior
Outside of the office, Danny enjoys salmon fishing and following basketball and baseball.

Laura Morton, EA

Senior Manager
She was a twirler in high school and college and once performed at a Kansas City Royals playoff game.

Tom Burke, CPA

Manager
A lifelong learner, Tom is an avid reader—favoring non-fiction with a focus on business, leadership, and sales (though his wife occasionally convinces him to dive into fantasy and sci-fi).
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Let’s Build Your Financial Future Together