Dennis Phillips, E.A. is President of Dennis G. Phillips and Associates, Inc. Mr. Phillips specializes in all areas of tax. He has experience with representing taxpayers before the IRS, the Franchise Tax Board (FTB), Employment Development Department (EDD) and the Board of Equalization (BOE).
Mr. Phillips retired from the IRS in January of 2003 after more than 35 years of service, including 25 years with the Appeals Office. As an Appeals Team Manager he was required to be well versed in the rules of evidence, Federal tax law and Internal Revenue Service regulations and procedures. In addition, he headed several task forces in the development of Appeals continuing education at the national level.
Mr. Phillips has been a regular speaker at the IRS Nationwide Tax Forums and at numerous seminars including those for the Orange County Bar Association, AICPA and local Enrolled Agent societies.
Milind Pasari, CFA, CPA, CFP, CA is the founder and Chief Investment Officer of Surya Capital,LLC. He has 20 plus years of diversified investment industry and business experience. Prior to starting Surya Capital, LLC in 2012, he practiced as a CPA where he provided tax compliance services to mutual funds, exchange traded funds, hedge funds, individuals and small businesses. Prior to his CPA practice, he was a tax director at PricewaterhouseCoopers. During his tenure at PricewaterhouseCoopers, he provided tax compliance and advisory services to mutual fund companies and hedge fund clients. He has a very deep understanding of the investment industry's operations from a regulatory perspective, financial statements reporting perspective and tax compliance perspective.
Milind is a CFA charter holder, a licensed CPA; he holds a CFP designation and a Chartered Accountant's designation from India. He also has a Masters in taxation from Bentley College in Waltham, MA.
Scot Shier, CFP®, has 20 years of experience as a licensed securities rep, insurance agent, and branch manager. He serves on the board of the Financial Planning Association in Orange County, is president of the Mission Viejo Chamber of Commerce, and serves as Investment Advisory Commissioner for the city of Mission Viejo. With an engineering degree from the U.S. Air Force Academy and master's degree from USC, Scot claims he still has a sense of humor. He is also the proud papa of five 18-year olds (i.e. quintuplets).
James K. Bruner, CFP® started in the financial services industry in 1990 with Bank of America. Prior to joining UBS in 2007, Jim was Senior Vice President with the Private Bank of Bank of America, Palm Desert. Jim has been a Certified Financial Planner TM professional since 1999. He holds an M.S. in financial planning from the College for Financial Planning and a B.A. in communications from California State University, Fullerton. He sits on the boards of the Palm Springs International Film Festival and Big Brothers Big Sisters of the Desert. He is a past president of Big Brothers Big Sisters of the Desert. Jim lives with his wife, Kelly, in Bermuda Dunes, and enjoys outdoor activities, including off-roading and boating.
Patrick L. Chu, CFP®, C.P.A. has over 10 years of experience in tax and financial planning, and currently is a wealth advisor and partner at Marrick Wealth, an independent financial advisory firm located in Newport Beach, California. Prior to co-founding Marrick Wealth, he worked at Mullin TBG Advisors as a vice president of wealth management. Patrick has also worked at Macias, Gini and O'Connell LLP and PricewaterhouseCoopers LLP, advising individuals, corporations, and estates regarding complex tax issues. He began his career at The Ayco Company, L.P., a Goldman Sachs company, counseling high net worth individuals in the areas of income tax, investments and retirement planning.
Patrick holds a bachelor's degree in business administration from the University of Southern California, and a master's degree in business administration from Cornell University.
Blanca Vickie Intriago, CFP®, B.A. has been in financial services for over twenty-five years, and is currently a certified financial planner with LPL Financial. Prior to this, she served at AXA Advisors, LLC, Union Bank of California and T. Rowe Price and Associates. She is also a founding member of the National Latina Business Women Association, Los Angeles chapter.
Vickie holds a bachelor's degree in business administration from California State University, Dominguez Hills. She also earned a certificate in Personal Financial Planning from UCLA. Vickie is a member of the Financial Planning Association, Orange County chapter.
Pamela Plick, CFP® is a fee-based CERTIFIED FINANCIAL PLANNER™ practitioner and California Registered Investment Advisor in Indian Wells specializing in financial planning and wealth management services. She also holds the specialized designation of accredited wealth management advisor. Pamela has been in the financial services industry for over 30 years. She is actively involved in several professional organizations including the Financial Planning Association.
Pamela holds a bachelor's of science degree in business administration with a major in finance and a minor in accounting from California State University, Los Angeles. She is past president of the FPA, Inland Empire chapter. She currently serves on the board of the Joslyn Center in Palm Desert and is a member of the Desert Estate Planning Council, The Living Desert Gift Planning Advisory Council and The College of the Desert Foundation Planned Giving Council.
Jason Thomas, CFP® M.F.A. is a financial planner in the Los Angeles area. His practice involves investments, insurance, tax preparation, lending an general financial planning for individuals, families and businesses. Presently a registered representative with HD Vest investment Services, Jason has held various roles in the financial services industry. Initially a specialist in small business banking at Bank of America, Jason later joined TD Ameritrade and then VALIC, serving a book of clients in various non-profit industries.
Jason holds bachelor's and master's degrees in music and completed the Boston University financial planning program. He is a CFP® practitioner and also holds the FINRA Series 7 and 66 licenses, a state insurance license and is registered to prepare federal and state income taxes.