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.
Joyce Ramos – CPA
Joyce Ramos has significant experience in income tax preparation and planning for individuals and businesses, as well as extensive IRS/FTB audit representation experience. Joyce began with a “Big Five” accounting firm and, most recently, has been working with individuals and small to medium sized businesses. She has worked as an outside controller and has been instrumental in providing business management and accounting services to growing businesses, particularly in the Santa Clarita valley where she has been a 20 year resident.
Gene Gourdeau – CPA
Gene Gourdeau received his Bachelor’s degree in accounting from Pepperdine University in 1985 and his Masters degree in taxation from Golden Gate University in 1998. Included in his 31 years experience are 4 years with a “Big Eight” accounting firm and 20 years with a regional CPA firm in the San Fernando Valley. Gene is a member of the California Society of CPA’s, AICPA and the Pepperdine University Estate Planning Network. Gene will concentrate his practice in the areas of individual, entity, fiduciary and estate planning and compliance. He also has significant experience in the entertainment industry.
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.
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