Peninsula / San Mateo Office

Greg has been with SD Mayer since 2013, a few months after the firm was founded, and overall 20 years of accounting experience. His focus is on tax return preparation and reviews for corporations, partnerships, trusts and individuals. Greg earned his Bachelor’s Degree in Accounting from San Jose State University, and also has his CPA.

Rob joined our team in late-2022 as an Outsourced Accounting Manager.  He is well versed in providing accounting leadership and direction, and proficient in U.S. GAAP and FASB rules and standards.  Rob has worked as a Controller and consultant in a real estate environment over the last ten years, and in the restaurant industry prior to that. He prepares monthly cash flows and budgets, monthly/quarterly/annual financial statements, and reconciliations of GL accounts. 

Rob has a degree in Accounting and Business Management.

Aaron has been with SD Mayer since 2022, due to an acquisition with his former firm, Vocker Kristofferson and Co. CPAs.  He has been working in the accounting industry since 2013, working on both tax and audit teams.  His tax focus has been on individual, partnerships, trusts, corporations and nonprofits; his audit experience focused on nonprofits and employee benefit plans.

Aaron received his Bachelors in Business Management in Economics from University of California, Santa Cruz.  He is a licensed CPA.

Dina joined the firm in 2021 and has been working in the tax and accounting industry since 2015. She started at Thomson Reuters on the corporate tax and accounting support end. During tax seasons, she provided support to accounting firms in resolving e-filing issues, and data entry inquires related to the income tax products. Her Bay Area experience includes working at Robert Half, Hing Accountancy Corp, and Marcum. She served as a tax associate at Marcum for over a year, working with high net-worth individuals, partnerships, corporations, gift, and trust tax returns, in addition to year-end tax planning.

Dina has a Bachelor’s degree in Accounting and a Master’s Degree in Taxation.

Helen has over 30 years of tax experience starting at PWC, and including Franklin Templeton Investments, Sensiba San Filippo and Brown Adams. She is the leader of the firm’s tax practice, meaning she’s responsible for hiring, strategic planning, production and billing, training and she serves on the leadership team, transition team and runs weekly department meetings.

Helen graduated with a bachelors degree in International Relations from Stanford University.

Michael has worked in accounting and finance for over 15 years, including Novogradac & Company, Wells Fargo and Vocker Kristofferson and Co, which was acquired by SD Mayer in 2022.  He works with individuals, partnerships, corporations, high wealth individuals and families, and nonprofits.  He works with real estate, stock options, estate tax, small businesses and trusts.

Michael received a Bachelors degree in Economics with an Accounting emphasis from University of California, Santa Barbara, and earned a Masters degree in Taxation from Golden Gate University.

Marianne co-founded her own firm in 1990, with eight years of experience at a large, local CPA firm.  In 2022, her firm, Vocker Kristofferson and Co. was acquired by SD Mayer.

Her experience has covered both the audit and tax areas for all of her client responsibility. Marianne holds a BS degree in business-economics from the University of California, Santa Barbara and a Masters in taxation from Golden Gate University, San Francisco. Her community involvement in various organizations includes serving as a board member of the San Mateo-Foster City Community Education Foundation, the Highlands Recreation District, and Music at Kohl Mansion. Marianne previously served as treasurer of the Rotary Club of Burlingame and of the Congregational Church of San Mateo. Marianne currently serves on the State Committee of the Accounting Practices and Accounting Standards and previously served on the State Peer Review Committee for two terms.

WanJun has been with SD Mayer since 2022, due to an acquisition with her former firm, Vocker Kristofferson and Co. CPAs.  She has been working in the accounting industry since 2019, working on both tax and audit teams.  Her tax focus has been on individual, corporations and nonprofits; her audit experience includes auditing analytical procedures, engagement planning and testing, preparing financial statements, adjusting trial balances and creating Independent Auditor Reports.

WanJun earned her Bachelor’s degree in Accounting from San Francisco State University in 2019.

Carlos has been with the firm since 2018. Working with our outsourced accounting team, Carlos provides bookkeeping and bill pay support for his clients, which span all industries. He provides full-cycle accounting, financial statements, fixed asset schedule and recording of transactions in the G/L following GAAP principles. Carlos prepares Board presentations that communicate and support analytical findings.

Carlos graduated from San Francisco State University with a degree in accounting.

Alona joined the firm in late-2022, serving as the Office Manager for our San Mateo location.  Her prior experience includes working as the administrative assistant for a property management company in San Francisco for three years.  She also worked as a bookkeeper for Teaspoon Franchising Company for a year, responsible for AR/AP, payroll, bank reconciliation and generating financial reports.  Alona has four years of experience as an office manager as another accounting firm.

Alona’s education includes courses in computer education in the Philippines.

Cyndel has worked with the firm since 2023, in our tax department.  She specializes in high-net-worth individuals, stock options, tax planning, passthrough entities and small businesses.  Prior experience includes ten year as the Senior Tax Manager at a San Mateo-based accounting firm.

Cyndel graduated from the University of the Phillipines with a Bachelors in Business Economics, and is an enrolled agent.

Jennifer started with the firm in 2023, working in our Outsourced Accounting practice.  She previously worked for BLVD Residential, HMH Engineers, Ruth & Going, and ReSurge International, all in their accounting departments.  She has six years experience.

Jennifer graduated from San Francisco State University, with a Bachelor in Political Science.

Elias has over 25 years of auditing and assurance experience, and became a certified public accountant in 2002. His audit experience includes nonprofit organizations, private businesses, broker-dealers and public companies. He is well-versed in all aspects of accounting, auditing and finance. Elias has been with SD Mayer since the inception of the firm in 2012.

Elias has a Bachelor’s degree in Business Administration, Accounting & Finance from Cal State East Bay.

Kara started with the firm in 2023, working in our Outsourced Accounting practice.  Her prior experience includes work in the manufacturing and construction industries, and in property management.

Kara has a Bachelor in Arts from UC Santa Cruz in United States and African History.

Albert started with the firm in 2023, working in our Outsourced Accounting practice.  He previously worked for G.W. Williams Co. in their accounting department.  His experience includes AP/AR, general ledger, month-end reconciliation.  He has worked in the accounting industry since 2019.

He has a Bachelor Degree from University of California, Santa Cruz, in Business Management Economics, emphasis in Accounting.