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I am educated and trained professionally as a CPA, but my professional passion is running and growing businesses. I enjoy running a business much more than being a CPA!

I founded Whittaker & Company in 1999, and what we do for clients is what is important to me as a business owner, too: to increase business value, gain clarity on goals, and understand financially where they stand.

Before founding Whittaker, I worked as a manager in the tax and consulting departments at KPMG LLP and also for a large local public accountancy firm in Southern California. The high level skills I used then on strategic tax and consulting projects are just as applicable today to the clients we work with on a daily basis at Whittaker.

“Mark Cuban says, ‘Business is the ultimate sport.’ I completely agree with his statement!”

The question I get asked the most from our clients is, “How do I get from point A to point B?” Naturally the answer to that depends on a variety of factors – but I really enjoy working with our clients to find the answer to that question!

Favorite book: The Bible

Favorite band: U2

Number one hobby: Wakeboarding

What would make this world a better place: Compassionate people and servant leaders.


Tax returns, financial statements, IRS communications and similar items are vital to address and process, but they should not be the focal point. Think of these as tasks to get to the real work, which is providing you the information you need and an interchange of ideas to move you forward. The goal is to help you implement your strategies and vision. This is what we do!