George Ross, CPA
After earning my Masters of Science in Financial Planning from San Diego State University in 1998, I started my career as a Financial Advisor with Prudential Securities. After the technology bubble burst, in 2001 I went back to San Diego State University in 2001, where I earned my second Masters degree in Accountancy. In 2003, I landed my first job in public accounting. I earned both my Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date I have accumulated over twenty years of experience in public accounting and financial services. My specialties are tax planning, tax preparation, wealth management, financial services, and insurance. I have four amazing kids with my beautiful wife Callie. Please check me out on Broker Check®.
After earning my Masters of Science in Financial Planning from San Diego State University in 1998, I started my career as a Financial Advisor with Prudential Securities. After the technology bubble burst, in 2001 I went back to San Diego State University in 2001, where I earned my second Masters degree in Accountancy. In 2003, I landed my first job in public accounting. I earned both my Certified Public Accountant (CPA) certificate and Certified Financial Planner (CFP) certificate in 2005. To date I have accumulated over twenty years of experience in public accounting and financial services. My specialties are tax planning, tax preparation, wealth management, financial services, and insurance. I have four amazing kids with my beautiful wife Callie. Please check me out on Broker Check®.
Makinzie Carreiro, CPA
Growing up in the Paso Robles area, I could not imagine living or working anywhere else. In 2015 I earned my Bachelor of Business Administration with a concentration in Accounting from Cal Poly San Luis Obispo. After gaining a few years of experience in public accounting, I earned my Certified Public Accountant (CPA) certificate in June of 2018. I have enjoyed providing accounting and tax services to clients over the past 8 years. On the weekends I enjoy spending time with my husband, Eric, and our two beautiful daughters.
Growing up in the Paso Robles area, I could not imagine living or working anywhere else. In 2015 I earned my Bachelor of Business Administration with a concentration in Accounting from Cal Poly San Luis Obispo. After gaining a few years of experience in public accounting, I earned my Certified Public Accountant (CPA) certificate in June of 2018. I have enjoyed providing accounting and tax services to clients over the past 8 years. On the weekends I enjoy spending time with my husband, Eric, and our two beautiful daughters.
Brenda Brown, CPA
As a central coast native, I decided to make Los Osos the location I would raise my family and establish my career. I graduated from Morro Bay High School in 2010, continued my education at Cuesta College, and earned my Bachelor of Business Administration with a concentration in accounting from Cal Poly San Luis Obispo in 2015. In October of 2018 I earned my Certified Public Accountant (CPA) certificate. When I am not at the office, I enjoy spending time and exploring the outdoors with my husband Tyler and our son.
As a central coast native, I decided to make Los Osos the location I would raise my family and establish my career. I graduated from Morro Bay High School in 2010, continued my education at Cuesta College, and earned my Bachelor of Business Administration with a concentration in accounting from Cal Poly San Luis Obispo in 2015. In October of 2018 I earned my Certified Public Accountant (CPA) certificate. When I am not at the office, I enjoy spending time and exploring the outdoors with my husband Tyler and our son.