Our clients have diverse objectives when managing their equity-based compensation. Some aim to maximize the cash from their Incentive Stock Options (ISOs) sales, while others focus on minimizing taxes or lowering cash expenditure when exercising employee stock options, such as Non-Qualified Stock Options (NSOs). Those with a significant RSU or ESPP stake in the issuing company have distinct interests to safeguard as well.
We gather all relevant information about your unique situation to develop a tax strategy for ISOs, NSOs, RSUs, and ESPPs that integrates into a comprehensive long-term plan, positioning you for success. Our holistic approach considers your entire equity-based compensation structure, ensuring you optimize your returns while managing tax liabilities effectively.
Senior Tax Manager
Senior Tax Manager
San Francisco Office
J.T. Harold Forbus joined SD Mayer in 2025 as part of the firm’s merger with Bogdan Frasco CPAs. With over 30 years of tax experience, J.T. has built a distinguished career working with individuals and small businesses. His expertise includes specialized tax planning for stock-based employee compensation, and he is known for his ability to explain complex tax concepts in plain, accessible language.
Prior to joining SD Mayer, J.T. gained extensive experience at Bill Pollard, CPA, and Bogdan & Frasco LLP. His educational background includes studies at San Joaquin Delta College and California State University, East Bay (formerly Cal State Hayward), where he earned a Bachelor’s degree in Business with a specialization in Accounting.
J.T. is actively involved in professional and community organizations. He is a proud member of CalCPA and the Rotary Club of San Francisco, one of the oldest Rotary Clubs in the world. As a former President of the Rotary Club, he has dedicated time and energy to community betterment projects in San Francisco, fostering meaningful connections with fellow Rotarians.
Outside of work, J.T. values the wisdom of everyone he encounters, often saying, “The most important person to know in your firm is the janitor...they have all the keys!” This philosophy reflects his appreciation for the contributions of every individual and his belief in the power of collaboration and respect.
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
