Running a business in Tahoe means balancing growth opportunities with the challenges of managing operations. Outsourcing your accounting functions allows you to focus on strategy and growth while financial experts handle the details.
SD Mayer is a full-service accounting firm combining local knowledge with global expertise. We provide comprehensive client accounting and advisory services designed to streamline financial management and deliver valuable insights for your business. Through strategic and technology-driven approaches, our team supports the financial goals and long-term success of businesses in Tahoe and beyond.
Strengthen your financial position with additional accounting services:
Partner with SD Mayer to align financial strategy with your business objectives. Our team provides the local expertise of a Tahoe accounting company and the global resources of a full-service firm.
Access outsourced accounting in Tahoe to simplify your operations. Request custom pricing information when you contact us today.
Founder & Managing Partner
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Founder & Managing Partner
San Francisco Office
Steve Mayer is the founder of SD Mayer & Associates, a San Francisco-based accounting, consulting, and wealth management firm built on a foundation of forward-thinking leadership and a genuine commitment to client success.
Before launching SD Mayer, Steve served as CEO of Burr Pilger Mayer (BPM), where he sharpened the leadership skills that would come to define his career. A licensed CPA with a natural entrepreneurial drive, Steve's interests have always extended well beyond traditional accounting. He co-founded a bank, became a co-owner of a bookstore, and ventured into the restaurant industry — each pursuit reflecting his curiosity and appetite for building something meaningful.
What sets Steve apart is the breadth of perspective he brings to his work. With deep experience across accounting, consulting, and wealth management, he offers clients a comprehensive view of their financial lives. Whether navigating complex tax and accounting matters, guiding mergers and acquisitions, or providing strategic business advisory, Steve brings both expertise and vision to every engagement.
Steve's impact reaches far beyond the office. Over more than four decades, he has dedicated his time and energy to over 15 nonprofit boards, including the San Francisco Chamber of Commerce, the Bay Area Council, and Riordan High School. He also founded the 5 Buckets Foundation, created to help young adults build a strong foundation in financial literacy.
An author of three books, Steve enjoys sharing the lessons and insights he's gathered throughout his career with a broader audience. At home in San Mateo, he treasures time with his wife of more than 30 years and their three children.
And for anyone who questions Steve's appetite for a challenge — at 60, he completed an Ironman, a testament to the same determination and drive that have fueled every chapter of his professional and personal life.
CEO, 5 Buckets Foundation
CEO, 5 Buckets Foundation
San Francisco Office
Vicki’s journey with the 5 Buckets Foundation began in July 2022, fueled by her zeal to craft innovative solutions for imparting financial literacy to those on the lookout. With a career tapestry woven with nearly 20 years of marketing and communication roles, she has donned many hats, championing the cause of education, non-profit initiatives, business developments, legal advocacy, and hospitality.
One of her notable roles was at Archbishop Riordan High School in San Francisco, where Vicki seamlessly meshed her directorial skills in Communications and Marketing with her philanthropic endeavors. Not only was she a key figure in the school’s fundraising machinery, but she also helmed a student leadership program, a testament to her commitment to molding future leaders. This initiative emphasized service, college, and career preparations, ensuring that students had a comprehensive roadmap to navigate their futures.
Vicki’s professional endeavors have always been underpinned by a profound appreciation for education, philanthropy, and community service. This ethos, imparted by her family and mentors, is evident in her endeavors and commitments outside her professional sphere as well. By gracing the boards of multiple non-profit and membership organizations, Vicki has consistently showcased her dedication to making a difference.
As an alumna of prestigious institutions like Georgetown University and the University of San Francisco, Vicki’s educational credentials are undoubtedly impressive. But it’s her association with Leadership San Francisco and the Culinary Institute of America’s Enthusiast Program that adds a unique flavor to her profile, showcasing her multifaceted interests and pursuits.
In Vicki, the 5 Buckets Foundation has found a beacon who will undoubtedly illuminate the path for countless individuals, helping them understand the intricacies of financial literacy and empowering them to make informed choices. With her at the helm, the future looks not just financially literate, but also creatively enriched!
Programs and Partnerships Manager
Programs and Partnerships Manager
San Francisco Office
Pei-Ling Lee serves as the Programs and Partnerships Manager at the 5 Buckets Foundation, a nonprofit dedicated to empowering individuals at the start of their personal financial journeys with the knowledge and tools for lifelong financial success.
With a rich background in trauma-informed coaching and integrative wellness, Pei-Ling views financial literacy as a cornerstone of overall well-being. Her passion particularly shines as she guides individuals to develop a healthier, more mindful relationship with money.
A Bay Area native, Pei-Ling graduated summa cum laude from Boston College and furthered her studies abroad at the London School of Economics. She is an RYT-200 certified yoga teacher and a Mastery Method trained coach, bringing a holistic perspective to financial literacy education.
Vice President
Vice President
San Francisco Office
Dan brings more than three decades of experience in finance and wealth management to his role at SD Mayer, with a career rooted in the San Francisco Bay Area that has taken him through some of the most respected names in the industry.
A licensed CPA, Dan launched his career at KPMG, where he built a strong foundation in finance and auditing. From there, he took on roles at global organizations including Nokia, where he gained hands-on experience in international finance and operations. His time at New York Life Insurance Company and Eagle Strategies deepened his expertise in wealth management and insurance, rounding out a career that spans the full spectrum of financial services.
What distinguishes Dan is his ability to pair technical knowledge with genuine connection. He takes the time to listen, to understand what matters most to each client, and to build strategies that reflect not just their financial goals but their broader aspirations. It's an approach grounded in trust and mutual respect — one that has earned him lasting relationships with clients, colleagues, and partners alike.
For Dan, wealth management goes beyond the numbers. He takes a holistic view, helping clients see the bigger picture and make informed decisions that align with their long-term vision. Whether mentoring team members or guiding clients through complex financial decisions, he brings the same thoughtful, people-first approach to everything he does.
Dan's impact in the Bay Area's financial community is defined not only by his expertise but by his commitment to meaningful, lasting relationships — a combination that continues to set him apart.
CA Insurance #0E09918
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Senior Financial Advisor
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Senior Financial Advisor
Fully Remote
Blending the precision of a golfer with the analytical mindset of a financial advisor, Cody stands as a pillar of dedication, commitment, and strategic vision in his role as a Senior Financial Advisor at SD Mayer. His specialty lies in curating all-encompassing financial plans – meticulously designed blueprints that illuminate the path to a secure and prosperous future for clients and their families.
Bound by a fiduciary duty, Cody’s dedication extends beyond the professional realm, ensuring he always champions the best interests of his clients. His approach is rooted in the philosophy of personalization. He dives deep into understanding the singular goals, dreams, and aspirations of each client, crafting a financial strategy that seamlessly aligns with their envisioned success. Beyond individuals, Cody’s expertise spans to small businesses, assisting them in orchestrating, managing, and servicing corporate retirement plans with the same zeal and precision.
What truly sets Cody apart is his riveting journey prior to joining SD Mayer. With a past that resonates with the thrilling greens and fairways of professional golf, Cody has played on esteemed tours spanning South Africa, Europe, and Canada. Golf, a game that demands patience, precision, and unwavering focus, has ingrained in him the principles of dedication, strategic decision-making, and an unparalleled attention to detail. He seamlessly marries these attributes from his golfing career with his financial advisory role, offering clients a distinct experience infused with a champion’s mindset and approach.
With Cody, it’s not just about the numbers; it’s about harnessing the power of strategy, dedication, and passion to shape financial futures. As he once navigated the complexities of golf courses, he now guides clients through the intricate pathways of wealth management, ensuring a swing that’s always aimed at success.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Fee based planning offered through SDM Advisors, LLC. Third party money management offered through Valmark Advisers, Inc a SEC registered investment advisor. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. SDM Advisors, LLC is a separate entity from Valmark Securities Inc. and Valmark Advisers, Inc.
Independent Member of
BDO Alliance USA
