Jessica Rivas Jaime I’d the best tax man I’ve ever had. I recommend him to all of my friends, family, and associates. Jaime is an intelligent, kind, and fair man. Call him to make an appointment.
Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.