Our Team

At Eckhoff and Company & Eckhoff Wealth Management, we have a team of talented and committed individuals who are professional, passionate and caring. Our culture supports teamwork, collaboration, flexibility, and creative problem-solving. Teamwork starts with respect for our colleagues, clients, and ourselves. 

We’re dedicated to training and development for all our professionals and are active in numerous professional organizations - including AGN International, the Exit Planning Institute, and the American Institute of CPAs - that support us in providing the highest level of service to our clients.

We're also enthusiastic participants in programs for the betterment of our community. We not only provide financial support for worthwhile causes and activities locally, but encourage our employees to share and care with their personal abilities and resources.

Learn more about who we are as individuals and how we can help you maximize your opportunities for success.

Michele Hassid, CPA, CGMA

Managing Partner at EAC | Partner at EWM

(415) 499-9400

[email protected]

Michele brings over 35 years of experience in accounting and auditing and extensive personal experience as an entrepreneur to the EAC team.

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Bruce Frankel, MBA, CFP®, CEPA®

Managing Partner at EWM

(415) 499-9400

[email protected]

Bruce brings 16 years of experience in wealth management and over 30 total years in business management and consulting to the EWM team.

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Eric Briese, CPA, CGMA

Partner at EAC | Partner at EWM

(415) 499-9400

[email protected]

Eric brings nearly 40 years of experience in both public accounting and business management/accounting to the EAC team.

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Andrey Urakov, CPA, EA, CVA

Tax Manager at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Andrey brings 14 years of experience in individual taxation to the EAC team.

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Ashley Winters

Operations Associate/Paraplanner at EWM

415-499-9400

415-499-1408

[email protected]

Ashley brings 8 years of experience in operations and sales to the EWM team.

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Carolyn Melin

HR Administrator/Financial Assistant at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Carolyn brings 27 years of experience in accounting and HR to the EAC team.

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Catherine Layton

Marketing Manager at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Catherine brings 15 years of experience in financial services to the EAC team.

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Des Powers, CPA

Director of Audit & Accounting at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Des brings over 30 years of accounting experience to the EAC team.

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Diane Rooney

Administrative Assistant at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Diane brings 4 years of office support and decades of experience in marketing to the EAC team.

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Elizabeth Johnson, PTIN, CTEC, AFSP

Staff Accountant I at EAC

415-499-9400

415-499-1408

[email protected]

Elizabeth brings over 20 years of experience in tax and accounting to the EAC team.

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Gina Phan

Staff Accountant II at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Gina brings 12 years of experience in public accounting to the EAC team.

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Greg Shverdin, CPA

Tax Manager at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Greg brings 15 years of experience in corporate tax and accounting to the EAC team.

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Hope Anderson

Client Service Specialist at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Hope brings over 30 years in customer service, administration, human resources, marketing and even door-to-door sales to our EAC team.

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Jason La Tourelle

Staff Accountant I at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Jason brings over 4 years in accounting to the EAC team.

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Juli Forde

Supervising Accounting Specialist at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Juli brings over 45 years of experience in business accounting and technology services to the EAC team.

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Lauren Magaline

Accounting Specialist at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Lauren brings over 10 years of accounting and administrative experience to the EAC team.

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Margaret Iske

Administrative Coordinator at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Margaret brings over 34 years of experience in administrative support and management to the EAC team.

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Marifi Bumatay

Administrative Assistant at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Marifi brings over 15 years of experience in executive administration to the EAC team.

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Megan Melin

Administrative Assistant at EAC

415-499-9400

415-499-1408

[email protected]

Megan joined EAC in 2018.

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Robert (RJ) Ramirez

Staff Accountant II at EAC

(415) 499-9400

(415) 499-1408

[email protected]

RJ brings 3 years of experience in tax and audit to the EAC team.

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Ron Moss, CPA, JD

Director of Tax at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Ron brings 40 years of experience in public accounting to the EAC team.

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Shari Jensen

Accounting Specialist at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Shari brings over 23 years of bookkeeping experience to the EAC team.

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Tapanee Poon, CPA

Tax Manager at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Tapanee brings 14 years of experience in tax services to the EAC team.

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Vince Lo, CPA

Audit and Accounting Manager at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Vince brings 8 years of public accounting and audit experience to the EAC team.

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Zvi (Hank) Kalinski, CPA

Director of Tax at EAC

(415) 499-9400

(415) 499-1408

[email protected]

Zvi brings over 45 years of experience in tax, estate planning and accounting to the EAC team.

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