Home / Our Team

The people who will actually be doing the work.

Efficient accountants, strong process and clear communication are what give our clients financial peace of mind. Our team is trained to be diligent, responsive and detail oriented, customizing every report, communication and accounting control to fit your situation.

Maria Struve

Tax and Accounting Director

Two decades across public accounting, operations and wealth management. A trusted advisor to entrepreneurs, family offices and high net worth individuals who rely on her for more than the numbers. Maria cherishes her role as a mother to two children who illuminate her world with joy and love. She also spends time enjoying the beauty of the Bay Area's lakes and mountains, as well as taking in the occasional rock concert in the city. Any extra time is spent cooking, baking, or throwing a fabulous dinner party.

SpecialtiesManaging the Team, Financial Reporting, Tax Strategy, Financial Controls, Understanding Complex Business Models, Streamlining for Growth, Value Creation

Julian Paiz

Senior Accountant

A sharp analytical eye and a collaborative spirit. Julian excels at high volume bookkeeping, internal controls and intricate Excel projects, turning raw data into something you can act on. He loves learning how things work and, on weekends, you can find him tinkering with his BMW or working on his custom PC.

SpecialtiesNon Profit Accounting, Excel, QuickBooks, Internal Controls, P&L Statements, Bank Account Audits, Third-Party Audits

Hunter Ingle

Payroll and Bookkeeping

A mathematics background paired with clear, consistent communication. Hunter manages payroll across multiple companies and reconciles bank statements across platforms with accuracy and discretion. On weekends, you'll find him playing Dungeons & Dragons, cat-sitting for his neighbors, or playing Magic: The Gathering at his local game shops.

SpecialtiesQuickBooks, Sage, Payroll, Cash Planning, Bookkeeping

Molly Grover

Lead Accountant and People Specialist

Seasoned accounting professional with a Bachelor of Business Administration from Western Governors University and 6+ years of corporate accounting across insurance, manufacturing and service industries. Extensive experience with accounting ERP systems and general ledger work, data analytics and process optimization, with added expertise in payroll, human resources and hiring protocols. On weekends, you'll find her walking the beachfront or painting the sunset.

SpecialtiesAccounting Controls, QuickBooks, Projections, Payroll, Human Resources, ERP, Tax Filing, Fintech

Josh Chesbrough

Lead Accountant

Nine years of professional corporate accounting with a Bachelor of Business Administration, accounting and finance concentration, and well on his way to Certified Public Accountant. Experience across accounts receivable, tax and service industries, with deep work in subledgers, general ledgers, data analytics and process optimization. He started his career in office work for family services at V.B.R. Family and Children Resource Agency. On the weekend, you'll find him walking his dog with his wife Rebecca or playing Minecraft.

SpecialtiesAccounting Controls, QuickBooks, Projections, Payroll, Human Resources, ERP, Fintech

Tyler Lowey

Manager of Disability Services

Tyler excels in coordinating comprehensive in-house care and managing relationships with medical professionals to ensure the best support for our participants. He is instrumental in training caregivers and scheduling their activities, while also serving as a trainer in security protocols. Additionally, Tyler implements specialized behavioral methods tailored to each individual, enhancing their overall experience and well-being. In his spare time he is training for cross country marathons and has been known to run 240 miles in an event.

SpecialtiesCaregiving, Training and Security Customized to Participants

Giselle Struve

Office Assistant

Giselle helps keep the office running smoothly by managing office supplies and supporting a variety of projects involving Excel, marketing, and project management. She is highly organized, detail oriented, and enjoys keeping projects on track and operations running efficiently. She is currently pursuing a degree in Mathematics Education at the University of California, Santa Cruz, where she continues to strengthen her analytical and problem solving skills. On the weekends you will find her dancing and singing in the back yard.

SpecialtiesProject Management, Social Media, Marketing and Excel

Stacie Dunn

Office Manager

Stacie brings extensive experience in hospitality, event planning, and office administration. She excels at coordinating details, managing schedules, and creating seamless experiences for both clients and team members. Her strong organizational skills, professionalism, and commitment to exceptional service help keep daily operations running efficiently. On the weekends you will find her on the sports field with her family in Salinas.

SpecialtiesMSI Office Management, Hospitality and Event Planning

Adam Struve

Lead Accountant

More than 20 years of accounting and audit experience as a Certified Public Accountant. His career spans public accounting alongside leadership and advisory roles with fintech startups. Adam specializes in reviewing complex accounting matters, identifying and resolving financial reporting issues, and providing an additional level of technical oversight and verification when accuracy is critical.

SpecialtiesAudit Review and Preparation, Tax Strategy Consulting, Investment Certification Letters, Resolution of Complex and Historical Accounting Errors, Technical Accounting Review, Audit Readiness

How we are built

Modern accounting. Old school stewardship.

Based in the San Francisco Bay Area and Carmel, California, we serve complex families and businesses across the country. We still believe in in-person relationships, and we will meet you where you are when it matters.

From the moment you partner with us you have a dedicated accountant by your side, someone who knows your business and anticipates what you need. Behind them is a team working quietly to keep everything moving.

The family office model

Reserved for the ultra wealthy. It should not be.

For centuries, wealthy families hired a dedicated accountant to manage everything, from taxes and payroll to business planning and giving. That person was the financial backbone of the family.

Today the same job is usually scattered across a sea of specialists who do not talk to each other. We believe everyone with a complicated life deserves that single, coherent point of coordination.

The first step for every client

Schedule an Assessment

We learn how your world is wired, show you where the real pressure points are, and outline what it would take to fix them.

A 45 to 60 minute conversation with our senior team
We ask about your businesses, your family, and your current support
We identify the most important financial, operational, and compliance gaps
You leave with a clear recommendation: what to do now, what can wait, and whether we are the right fit

Talk to us

Start with a conversation.

Every engagement begins the same way, with an assessment. We only take on a limited number of new clients each month, so that the ones we have are properly looked after.

Send us a messageUse the form Call or text(831) 220-3113

Where we areAlameda and Carmel, California