Our philosophy…
What suits clients best is a custom, tailored plan for whatever their financial situation may be. In order to achieve this goal, we provide a level of personalized service which cannot be matched by larger, more encumbered firms.
Our commitment to this philosophy is exemplified by our:
- Response time to clients
- Exceptional work product
- Unparalleled accessibility
We believe that our smaller, more intimate atmosphere promotes a culture of teamwork and collaboration that is beneficial to the client by providing them with thoughtful, original solutions which they can use to reach their financial goals.
About Steven Djordjevich, CPA…
Steven graduated from Colby College, cum laude, with a B.A. in Political Science in 2006. After returning to the Pacific Northwest, he went back to school for Accounting at the University of Washington.
Upon completion of his courses, Steven began his accounting career in a regional firm in Seattle, Washington. He has experience in providing high-quality taxation, accounting, and financial advisory services to clients. Steven is licensed to practice public accounting in both Washington and California.
When not advising clients, Steven enjoys spending time with his family (wife, son and daughter), reading, traveling, and watching basketball and hockey.
Our Team…
Beth Lewin-Abreu, CPA
Bachelors of Science, Accounting
California State University, Northridge
Enjoys spending time with her husband and two teenage daughters
Kelly Springer
Bachelors of Science, Business Administration and Financial Services
California State University, Northridge
Future CPA candidate
Enjoys assisting clients and building relationships along the way.
Mother of three loving little boys