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

micheleh@eckhoff.com

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

Bruce Frankel, MBA, CFP®

Managing Partner at EWM

(415) 499-9400

brucef@eckhoffwealth.com

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

Eric Briese, CPA, CGMA

Partner at EAC | Partner at EWM

(415) 499-9400

ericb@eckhoff.com

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

Alice Konstantino

Client Excellent Coordinator

415-499-9400

alicek@eckhoff.com

Alice Konstantino, a long-time resident of the San Francisco Bay Area, joins Eckhoff and Company in 2020. She brings over 30 years of experience working in the public accounting industry with large local and regional CPA firms in the...

Amy Bouvier

Client Services Specialist

415-499-9400

amyb@eckhoff.com

Amy is a Client Service Specialist of our firm. She is the face you see upon entering our office. Amy joined EAC in 2020 bringing with her 25 years of experience in administration. Her prior experience includes insurance, medical...

Carolyn Melin

Business Manager at EAC

(415) 499-9400

(415) 499-1408

carolynm@eckhoff.com

Carolyn brings 29 years of experience in administration, accounting and HR to the EAC team.

Daphna Polack

Auditing & Accounting Senior

415-499-9400

daphnap@eckhoff.com

Daphna joined the EAC auditing team in 2020. She has proven to be a strong team player. Daphna earned her Bachelor of Science Degree in Accounting and Business Administration from San Jose State University. When not at work, she enjoys...

Greg Shverdin, CPA

Tax Manager at EAC

(415) 499-9400

(415) 499-1408

gregs@eckhoff.com

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

James Devereaux

Tax Manager

415-499-9400

jamesd@eckhoff.com

James joined the EAC team in 2020 as the new Tax Manager with over ten years in the industry. He earned his Bachelors of Science in Accounting from Santa Clara University with a minor in Political Science and currently holds a CPA...

Jason La Tourelle

Staff Accountant II at EAC

(415) 499-9400

(415) 499-1408

jasonl@eckhoff.com

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

Juli Forde

Retired - Supervising Accounting Specialist at EAC

(415) 499-9400

(415) 499-1408

julif@eckhoff.com

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

Lauren Magaline

Accounting Specialist at EAC

(415) 499-9400

(415) 499-1408

laurenm@eckhoff.com

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

Margaret Iske

Administration Manager at EAC

(415) 499-9400

(415) 499-1408

margareti@eckhoff.com

Margaret brings over 35 years of experience in administrative support and management to the EAC team.

Marifi Bumatay

Fulfillment Manager at EAC

(415) 499-9400

(415) 499-1408

marifib@eckhoff.com

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

Megan Melin

Client Excellence Coordinator

415-499-9400

415-499-1408

meganm@eckhoff.com

Megan started working at EAC in 2018.

Nick Bobroff

Operations Associate

415-499-9400

nickb@eckhoffwealth.com

Nick is the Operations Associate at EWM since 2020. He earned his Bachelor of Science Degree in Business Administration with a focus in Finance from Sonoma State University. Nick’s primary responsibility is to organize and...