Who We Are

Our Team is an Extension of Yours

We are more than just accountants — we are mentors and friends, providing innovative, creative, and realistic guidance to our clients. Our dedicated team of specialists, armed with the latest information and innovative technologies, is committed to ensuring your financial security today and building a viable plan for your fiscal future.

Jason Machgan

CPA, Partner

Info coming soon.

John Bostwick

CPA, Partner

Info coming soon.

Yusuf Balogun

CPA/PFS, MST, Partner

Info coming soon.

Andrew Parsons

Tax Manager

Info coming soon.

Anita Peca

CPA, PFS

Info coming soon.

Araceli Arellano

Staff Accountant

Info coming soon.

Brittany Stevens

Staff Accountant

Info coming soon.

Carmen Corral

Full-charge Bookkeeper

Info coming soon.

Diana Lewis

CPA

Info coming soon.

Donna Sedillo

Staff Accountant

Info coming soon.

Jason Portner

CPA

Info coming soon.

Jeff Restivo

CPA

Info coming soon.

Jennifer Speece

Firm Administrator

Info coming soon.

Jessica Pejsar

Staff Accountant

Info coming soon.

Julia Miller

Sr Tax Advisor, CPA

Info coming soon.

Kevin Sam

Senior Tax Advisor

Info coming soon.

Jorge Guzman

Staff Accountant

Info coming soon.

Kathleen McKinney

Staff Accountant

Info coming soon.

Lisa Spencer

CPA

Info coming soon.

Marlin Stovesand

Staff Accountant

Info coming soon.

Mary Widiner

CPA

Info coming soon.

Melissa Athoughies

CPA

Info coming soon.

Roger Elmerick

CPA

Info coming soon.

Rachel Earl

CPA

Info coming soon.

Veronica Stimson

Full-Charge Bookkeeper

Info coming soon.

Christina Malin

Staff Accountant

Info coming soon.

Walpole Advisors is part of Platform Accounting Group, a next-gen accounting collective created to help boutique firms thrive in the 21st century.