Our Team Robert Brood, CPA, EA, CFP® 951.652.3814 951.658.0024 Robert Brood has been with the firm since its formation in 1977. His areas of practice include tax, financial and estate planning, business consulting and fiduciary accounting. He has served as Controller and Vice-President of Finance for several corporations. He is a Registered Representative of Cetera Financial Specialists LLC and Investment Adviser Representative of Cetera Investment Advisers LLC. Mr. Brood received a BA degree in Business Administration with an accounting concentration from the California State University at Fullerton. R. Todd Seibert, CPA, CFP® 951.652.3814 951.658.0024 R. Todd Seibert became a partner in 1997. His areas of practice include tax, financial and estate planning as well as small business consulting. He has been practicing public accounting since 1987. He has also served as the Controller for a pension administration company where he was involved in the compliance, tax reporting, accounting budgeting and cash flow management activities. He is a Registered Representative of Cetera Financial Specialists LLC, Investment Adviser Representative of Cetera Investment Advisers LLC and a licensed insurance agent. Mr. Seibert received a BA degree in Business Administration with an accounting concentration from the California State University at Fullerton. Amy Aronson 951.652.3814 Amy Aronson’s background in retail and bookkeeping introduced her to accounting. She began preparing taxes in 2009 and completed her Master of Science in Accounting in 2017. Currently she is finishing her CPA exams to become a Certified Public Accountant. As an entrepreneur herself Amy enjoys the creative side of accounting while working with individuals and businesses to assist them in achieving their goals. Amy lives in Idyllwild and enjoys yoga, mountain biking, boogie boarding with her son, and spending time with her family. In addition to accounting Amy makes fitness hula hoops that she sells online and at events where she teaches adults and children how to hula hoop. Athena Cardenas 951.652.3814 Athena is the Front Desk Receptionist, she was hired in January of 2021 bringing with over 7 years’ experience of customer service. She loves connecting with the clients and staff and is eager to learn and grow with the company. Outside of work she likes to spend time with her family, hike, beach trips or anything outdoors with her boyfriend, and watch movies with her cats Pixie and Stormie. Darlene Valdez-Waters 951.652.3814 Darlene Valdez-Waters started working in public accounting in 1977 and became a Certified Public Accountant in 1979. She became a partner in Cox, Battey & Valdez, CPAs in 1981, and then the managing partner of Cox and Valdez, CPAs in 1984. Darlene earned her BA degree in business administration, with an emphasis in accounting, from the University of Redlands. During her career, Darlene has gained expertise in all areas of taxation including individual, business, non-profit, and fiduciary taxes. As well as an expertise in compilation and review services, audits of governmental and non-profit entities, and all areas of tax planning. In her free time, Darlene and her husband enjoy playing tennis, hiking, and going to the beach. Ginger Kennedy 951.652.3814 Ginger earned her bachelor’s degree from the University of California at Davis in Managerial Economics and has over fifteen years of experience in small business accounting and tax. She excels at digging into accounting projects that require a lot of work and/or cleanup and can turn them around at an impressive rate. She is proficient in multiple accounting platforms including QuickBooks Desktop, QuickBooks Online, and Xero. Outside of work, Ginger enjoys traveling and spending time with her son. Greg Lovcik 951.652.3814 email@example.com Greg Lovcik has been working in public accounting since 2017 and received his CPA designation in 2020. During his career, Greg has gained experience in a variety of tax, financial, non-profit, and consulting services. He received a BA degree in business administration, with an emphasis in accounting, from Cal Poly Pomona. Greg grew up in orange county, but now lives with his wife and three kids in Menifee. Some of his hobbies include sports, gardening, and spending quality time with his family. Michelle Smaby Office Manager 951.652.3814 Michelle is the Office Manager and has been in this business since 2004. Some of the many responsibilities are Administrator, Payroll administrator, Bookkeeper, and she loves what she does. Michelle was born and raised in Hemet. She is happily married to her husband; they have two daughters a son in law, and she became a Nana in 2021. Spending time with her family, making memories with her family as they travel together is her favorite and most loved thing to do. Rachel Pierson Investment Adviser Representative 9516523814 9516580024 firstname.lastname@example.org Rachel Pierson has been in the accounting business since 2016. She is a Registered Representative of Cetera Financial Specialists LLC, and an Investment Adviser Representative of Cetera Investment Advisers LLC. Rachel received a BS degree in Economics from the California State Polytechnic University, Pomona. Rachel enjoys spending time with her husband and two sons, going to the beach, sports, as well as a competitive game night. Shannon Lovcik 951.652.3814 email@example.com Shannon Lovcik started her career in public accounting with Brood and Seibert in 2015 and received her CPA designation in 2019. She graduated from Cal Poly Pomona, with a BS in Economics where she also pursued a Masters in Accounting. During her career, Shannon has gained an expertise in sales tax, payroll, taxation, and other financial services. Shannon loves spending time with her husband, daughter, and two sons. Tina Meroth 951.652.3814 Tina started working in public accounting in 2006. She began as a receptionist and has gained experience in Payroll, Bookkeeping and Administrative work. She has received an AA in business administration, with an emphasis in accounting, from San Jacinto Community College. Aside from work, Tina enjoys crafting, reading, and traveling with her family including three grandchildren.