OUR TEAM TO HELP YOU SUCCEED
Amanda received her accounting degree from UNLV. As a CPA and real estate investor, Amanda has helped countless investors across the nation to super charge their wealth building through proactive tax saving with her top selling Amazon books as well as her teachings on prominent publications such as Money Magazine, Google Talks, and CNBC. Amanda brings over two decades of tax planning and compliance experience from working in Big 4 Public Accounting as well as public and private companies. In her spare time, Amanda enjoys canvas painting, biking by the beach, and seeking out the best hole-in-the-wall dining options where ever she visits.
Matt received his accounting degree from UCLA and a Masters in Taxation degree from USC. As a CPA, Matt brings over two decades of tax planning expertise in working specifically with real estate investors and high net-worth individuals with his experience in Big 4 Public Accounting and in private client advisory. Matt is an avid speaker and educator on real estate tax strategies and authored The Book on Advanced Tax Strategies for Real Estate Investors. Matt has a passion for animals and founded the Animals for Armed Forced Foundation. In his spare time, Matt loves all things baseball: coaching little league for his sons, watching baseball on TV, going to a local game, or just talking about baseball with anyone who will listen.
Senior Tax Manager
Upnik grew up in the Mississippi Delta. She graduated from the University of Mississippi with her Bachelor's in Accounting and received her Master's degree from Delta State University. Upnik has over 10 years of experience in tax planning and compliance. When Upnik is not at work, she enjoys spending time with her family riding bicycles, going to the park, cooking, and taking mini day trips.
Adrian grew up in Tustin, CA. He graduated from Cal State Fullerton with a Bachelors in Business Administration with an Accounting Concentration. After starting with Keystone in 2015, he went on to earn his CPA license. During his free time, he enjoys having fun with his kids, playing video games, and being outside.
Heejae holds a Bachelor of Arts degree in business administration from Cal State University of Fullerton and an Associate's degree in Accounting and Finance. Heejae has been with Keystone CPA for over 6 years and is currently working towards her CPA license. In her free time, Heejae loves to go to Disneyland for their magical rides (and some churros).
Senior Tax Advisor
Beth is originally from Chicago, IL, but has spent the last several years in South Orange County California. She is a graduate of Cal State University Fullerton and has passed her CPA exams. When not working, Beth enjoys spending time with her husband, preferably at the zoo or watching her favorite football team, the Chicago Bears
Experienced Tax Advisor
Hanna has a BS in Psychology from Biola University and received the UCI Applied Accounting Certificate Program. Hanna grew up in Los Angeles and currently resides in Orange County with her husband. They are always on the hunt for the best cafes, boba spots, and restaurants in the area. When Hanna's not working, she loves to travel both locally and abroad with her family and friends, especially ziplining in Maui.
Krista received her accounting degree from Georgia College and State University, and Masters of Accountancy focused in taxation from Kennesaw State University. As a CPA and real estate investor, Krista is focused on proactive planning with her clients to help build wealth, minimize tax burdens, and achieve goals through real estate. In her free time, Krista enjoys traveling, spending time with friends and family, and trying unique coffee shops everywhere she visits.
Shelley is currently pursuing a dual Bachelors degree in Accounting and Information Systems at California State University, Fullerton with a goal to become a CPA. She likes Chinese food and her favorite food is Hot Pot. In her free time, Shelley likes to go to Disneyland and her goal is to visit Disney parks over the world. She is a cat enthusiast and hopes to have a British short hair cat as a pet one day.
Magali has lived most of her life in San Diego, California, and currently resides there. She graduated with a BS in Accountancy and earned her CPA license shortly after. She has several years of tax planning and compliance experience. Before Keystone, she primarily worked at wealth management firms and did proactive tax planning for her clients. She is passionate about using this experience to help her clients maximize tax savings while achieving their goals. When she's not working, she enjoys traveling, going on hikes and Peloton rides, and taking her dog to the park.
Anna grew up in Fullerton, California where she still lives with her husband and sons. She brings experience in management from her time in non-profit organizations and volunteering at her sons' school. In her spare time, she enjoys spending time with friends & family, watching baseball & K-dramas, and taking walks.
Gaby grew up in Montgomery, Alabama, and attended the University of Alabama. With a BS in Mathematics, she joined the Air Force as a Finance Officer for her first career. During her career, she caught the real estate investing bug. With her husband's background in construction, they have found inspiration in value-add properties. As a mother and wife, she enjoys spending time with her friends and family, riding bikes, taking walks, going to the beach, and tending to their homestead.
Ankit is originally from Gujarat, India, but has spent the last several years in Fullerton, California. He holds a master’s degree in finance from India and an accounting certificate from Fullerton College. He has over two years of experience with tax return preparation. He recently passed his CPA exams and is currently working towards getting his CPA license. In his free time, Ankit loves to play cricket and go on long walks.
Client Relations Specialist
Ivoire is an expert at learning & understanding the needs of a prospective client and focuses her time on developing working relationships with our clients. Ivoiré is married to her high school sweetheart and they have a son who is their pride and joy. As a family, their passion involves traveling- exploring, learning and experiencing all that they can as a family.
Cindy grew up and currently reside in Pueblo Colorado. She has two siblings and is married with four children and six grandchildren. Cindy loves to support her grandkids in whatever their activity is. Cindy and her husband enjoy the great outdoors, riding motorcycles, snowboarding and relaxing around water. Now that all her own kids are grown, she spends her time enjoying her Fur Babies.
Senior Business Development Manager
Lauren is a University of Washington graduate in Political Economy. She brings a wealth of experience to our team, spanning business, talent acquisition, management, marketing, and sales. Before joining Keystone, she excelled in building and overseeing life insurance agencies at both individual and corporate levels. Beyond her professional achievements, Lauren treasures moments with her husband and family, volunteers her time for youth sports organizations, and passionately mentors women in business. Her multifaceted expertise and dedication to community involvement make her a valuable asset to our team.
Jessica is the friendly face that assists clients with office and administrative tasks. Jessica grew up in different parts of southern California. She has a deep love/fascination for the ocean and all animals. Her interests & hobbies are art history, digital art, watercolor, and video games.
Hannah grew up in the suburbs of Denver, Colorado but now lives in sunny Southern California. In addition to working at Keystone, she is also a Realtor and loves helping friends and family find their dream homes. When she's not working, she enjoys hanging out with her Shiba Inu, playing music, drinking boba, and spending quality time with her soon-to-be husband.