MANAGING PARTNER SOUTHERN CALIFORNIA, BAKER TILLY
WHY: Since 2021, has led Orange County’s seventh-largest accounting firm, with 240 employees; also manages the San Diego office. Former president of the Orange County/Long Beach chapter of the California Society of Certified Public Accountants.
NOTABLE: Succeeded Steve Milner, who built the firm into the largest with HQ in OC and organized its 2020 sale to Baker Tilly.
QUOTABLE: “Accounting and advisory firms, like many other businesses in Orange County and around the country, are facing challenges from rapidly changing cost structures driven by inflation and from post-pandemic shifts in how and where people work. Hybrid work offers a strategic advantage in controlling costs, enhancing productivity and employee satisfaction while keeping client service at the forefront.”
