As an absolute fiduciary, our team insists on always putting our clients’ interests before our own. We value someone who brings a core competency to the firm. Whether it’s estate planning, accounting, real estate, qualified plans, or investment credentials – each one of our financial and tax advisors brings something to the table that adds inherent value for all of our clients. We insist on initiative and a passion for serving. We are proud of our team, and we encourage you to get to know them by reading their bios below. You’ll learn the strength of our firm is rooted in the breadth and depth of our team’s experience, both in our industry and beyond.
Investment Advisor Representative
Michael Drews started his accounting career in 1995 after receiving a bachelor’s degree in accounting and economics from Simon Fraser University. During the first part of his career he worked for several mid-sized regional firms, most notably Bartlett Pringle and Wolfe in Santa Barbara. After obtaining his CPA license Michael left public accounting and joined a technology company in Carpinteria where he worked as the Chief Financial Officer. The company grew and eventually employed over 500 employees. It was the desire to be self-employed that led Michael to move to Camarillo from Santa Barbara and open his own firm in 2004. From the beginning, Michael’s primary focus has been on providing tax services to individuals and small businesses. In 2012 Michael expanded his practice and joined Avantax as an investment adviser representative after obtaining his Series 66 and Series 7 securities licenses. He has continued to develop his business around providing financial and retirement planning services along with tax advice. He enjoys the outdoors and watching and playing sports, especially ice hockey. Michael has served on the boards of numerous Camarillo organizations including the Chamber of Commerce, City of Camarillo, Rotary Club, CSUCI Financial Liaison, the Camarillo Ranch Foundation, and various Church Councils.
Walker has his Bachelor of Science in business strategy from Brigham Young University in Provo, Utah. His role includes portfolio management, retirement planning, and giving tax advice. He enjoys helping real people with real problems every day. He and his wife have two young children. In his spare time, he enjoys mountain biking, chasing sunsets, and traveling.
Office Manager | Camarillo
Donna was born in Pennsylvania but has also lived in California and Colorado. She has experience in mortgage banking and account management. Her favorite thing about her career is the fast pace. She’s passionate about animal welfare and volunteers at an animal shelter in Simi Valley. Donna enjoys diamond painting and reading in her free time. She has two adult children and two dogs.
Administrative Assistant | Thousand Oaks
Dianne was born and raised in California. Before entering the financial industry, she owned and operated a daycare facility for over 20 years. She now works on administrative duties and communicating with clients. She and her husband John spend their free time camping at the beach, going to festivals, and cheering for the LA Rams. She has two adult children, Danielle and Kady, and two grandchildren.
Tax Preparer | Thousand Oaks
Jill was born in Los Angeles. She earned her bachelor's degree in International Marketing from UC San Diego and California State Los Angeles. At work, she helps our team prepare taxes for our clients. She has two adult children, Nolan and Hogan. Outside of work, you’ll find her online shopping while snuggling with her two cats, Little and Princess.
Tax Preparer | Camarillo
Jill was born in Pittsburgh, Pennsylvania, and has since lived all over the country, including in Hawaii. She has her master's degree and graduated Magna Cum Laude from the University of Phoenix. She’s always up for a challenge and ready to learn more about the industry. She and her husband, Mick have two boys who are 13 and 16. Outside of work, she enjoys skiing and spending time with her Jack Russell Terrier.
Kali was born in Orange County, California. She has her master’s degree in Taxation from California State University, Northridge. She works on corporate and personal tax preparation and accounting. In her spare time, she enjoys reading and watching the Dodgers, Lakers, and Cincinnati Bengals. At home, she has a German Shepherd named Margarita.
Robyn Tepesano was raised in Camarillo, CA and graduated from Camarillo High School. She earned herbachelor’s degree in Business Administration at California State University Northridge. She has over 22years of experience working under a CPA. At work, she prepares personal tax returns and accounting.She and her husband, Freddy enjoy watching their daughter, Ava, play softball in their free time.
Sarah earned her master’s degree in Sociology from the University of Montana, where she graduated with high honors. She ensures that our office is completing projects in a timely manner and enjoys the clients and culture. She and her husband enjoying hiking, camping, and backpacking together in their free time.
Staff Accountant | Thousand Oaks
Kathy is originally from Michigan, but calls California home. She received her associate's degree from Oxnard Community College. Her duties include client accounting, quarterly payroll reports, and sales tax returns. She enjoys life with her long-time partner, Andy, and their three children and three grandchildren. In her free time you'll find her out in her garden with her two Australian Shepherds or relaxing with a good book.