Tax Advisors

Jon Cook, CPA, CFP®

Founding Partner

With more than 50 years of accounting and wealth management experience, Jon is skilled in dealing with restricted stock transactions, complex estate planning issues, wealth preservation, and personal and corporate income taxation.

Read More

Christine Young, CPA

Director, Tax Services

Chris brings more than 25 years of public accounting experience to our team. She leads our tax department, ensuring our team is aware of tax law changes and clients’ evolving tax needs.

Read More

Jason Deshayes, CPA, CGMA

Director, Tax Planning

With nearly two decades of experience in tax and financial planning, Jason joined our team in 2020, bringing vast knowledge and strategic direction to our tax planning department.

Read More