Tom Tone – CPA, Partner
Tom Tone began his career in public accounting in 1970. After eight years with one of the premier international accounting forms, he left to become the chief financial officer of a multi-national chemical company, but returned to public accounting a couple of years later, opening up his initial office in 1981. His prior activities have included serving on the boards of several service clubs, as well as, committees of various technical publishers and our national organization, the American Institute of CPA’s, where he has reached a lifetime member status. Keeping up with his four adult children and five grandchildren, and slipping in a round of golf or two, take up most of his other time.
Tom Walling – CPA, Partner
Tom Walling, Certified Public Accountant, began practicing in 1984. He earned his Bachelor of Science degree in Business Administration from the University of Southern California in 1981. He has served on several boards including the Boys & Girls Club of Camarillo, Trinity Presbyterian Church and most recently as President of Las Posas County Club. Tom resides in Camarillo with his spouse Mary. When not in the office he enjoys spending time with his family, including three grown children. He is also an avid golfer and fisherman.
Jerry Meador, CPA, MBA, CFP®
Jerry Meador is a Certified Public Accountant and Certified Financial Planner®. He also holds current Life Insurance, Series 6, 7, 24, 63 and 66 Securities licenses. Mr. Meador received his Bachelor’s degree in business administration from California State University, Long Beach in 1976, and his MBA from California State University, Dominguez Hills in 1999. He resides with his family in Westlake Village, California and enjoys surfing, stand up paddle boarding and golf.
Mary Walling – CPA, Director of Accounting Services
Mary Walling, Certified Public Accountant, has been working in accounting since 1983. She earned her Bachelor of Science degree in Business Economics from UCLA in 1983. She has served as Treasurer for multiple organizations including the Meadowlark Service League, Oaks Christian Senior Class, and the ADPi Parent Club. She has also served as elder and chaired committees at Trinity Presbyterian Church in Camarillo. She enjoys assisting the Many Meals program in Camarillo, which serves meals to the homeless. Mary resides in Camarillo and her outside interests include golf, Bible study and scrapbooking.
William Sweeney – CPA
Bill Sweeney, Certified Public Accountant, began practicing in 2006. He earned his Bachelor of Science degree in Accountancy from California State University, Northridge in 2007. He is a member of the California Society of CPA’s. Bill participates in local charities including Camp Comfort Zone and is an advisor to the Conejo Soccer Club. When Bill is not in the office he enjoys spending time with family and friends. He is also a musician, golfer and soccer player.
Tom Dalton – CPA
Tom Dalton has been working in the profession of accounting for over forty years, more than thirty of those years as a Certified Public Accountant. He has a Bachelor’s of Science degree from the University of Southern California. He supports the Big Brothers and Sisters program in Ventura and other organizations including girl’s soccer and girl’s softball. He recently relocated to Camarillo with his wife Donna. He has served on several boards while living in the Los Angeles area, including LAPD Pacific Area Boosters, Homeowner’s Associations, and Pacific Mariners Yacht Club. In his spare time he enjoys sailing, fishing and golf.
Shelly Henley – Office Manager and Notary Public
Judy Heddon – Director of Administrative Services
Danielle Hart – Senior Accountant
Debby Bailey – Receptionist