Partners & Principals
Kyle M. Vineyard
Kyle Vineyard is a Partner in our San Francisco and Nevada offices. Kyle specializes in tax issues related to high net worth individuals, closely held businesses, and multi-generational family groups. His experience and expertise involves complex estate planning strategies and working with his clients’ advisors on a cohesive and comprehensive strategy.
“I’m very fortunate to have a career where I get the opportunity to build relationships with people and then help them achieve their financial goals,” he says. “The great reward of my job is providing people with security and peace of mind when it comes to their financial life.”
“I’ve always believed that my job is to serve as an individual’s Chief Financial Officer,” he continues, “so I see myself as a trusted advisor who oversees the financial aspects of my clients’ lives.”
“The key to successfully helping my clients is listening,” he explains. “After I hear their concerns and goals, I can begin to prioritize a personalized plan and solution that is unique to them.”
Kyle’s first exposure to accounting came while he was a student at the California State Polytechnic University at San Luis Obispo and he entered the profession immediately after graduating in 1999. He became a Certified Public Accountant in 2003.
Before embarking on her extraordinary career in public accounting, Jill Lervold spent over a year traveling the world, where she gained a genuine appreciation for diverse cultures and businesses. “While traveling, I was able to interact with people from varied cultures and backgrounds. I loved meeting and getting to know people, and I believe that everyone is unique and special.” To this day, Jill approaches her clientele in the same way, offering services that are specifically tailored to their needs as unique individuals and businesses facing the challenges of working in a global community.
Jill graduated summa cum laude with a Bachelor of Science degree with an emphasis in Accounting from California State University, East Bay. Since then, she has spent over twenty-five years in public accounting providing technical tax consulting and compliance services to high net worth individuals, partnerships, and corporations. She has extensive experience with professional service companies, including legal firms, private equity entities, and venture capital funds. Jill has also provided accurate and timely compliance services for family groups, high growth companies, and businesses in bankruptcy with multi-state and multi-national operations. Jill works closely with her clients’ financial advisors and attorneys to develop and implement strategic plans that minimize income and estate taxes.
Prior to joining the Realize team, Jill worked for Arthur Andersen & Co. Following her employment at Arthur Andersen & Co., Jill became the partner in charge at the San Francisco office of Frank, Rimmerman & Co.
Tracy Hom is a Partner in our San Francisco office. Her tax practice is focused on providing tax consulting and compliance services to high net worth individuals and their related entities including trusts, partnerships and closely held businesses. In particular, Tracy has extensive experience in working with clients involved in all aspects of venture capital and private equity from investors to fund managers as well as their related entities.
“Our clients are often busy individuals juggling multiple issues and tasks at any given time,” she explains. “My goal is to give clients the confidence and freedom to focus on their individual endeavors with the knowledge that they have a trusted advisor who will work to really understand their needs and goals so that we can effectively provide proactive tax planning and timely compliance on their behalf.”
Tracy works to provide a comprehensive, thoughtful and personalized approach to her client’s tax and financial situations. As an advisor to various family members, Tracy has assisted in planning, implementing and maintaining complex estate planning strategies as well as analyzing the tax and financial implications of various business deal scenarios.
Tracy is a second generation accountant, following in the footsteps of her father who worked in the governmental arena for over 30 years before retiring. She started in public accounting immediately after graduating in 2000 from the University of California, Los Angeles and became a licensed Certified Public Accountant in 2003. In addition, Tracy earned her Masters of Taxation from Golden Gate University in 2010.
Prior to beginning a public accounting career in 2003, Greg was a professional chef and co/owner of a catering company, where he learned the complexities of running a business. In public accounting, he spends his time providing comprehensive tax consulting and compliance services for business entities and their owners, working with them to integrate their business objectives with their personal goals and achieve the optimal tax results.
Greg has extensive experience with financial services and real estate taxation at both the fund and individual investor level. He has a broad range of clients, including venture capitalists, attorneys, entrepreneurs, corporate executives, philanthropists and families with multi-generational wealth.
“No two clients are exactly the same. Many of my clients are busy entrepreneurs with limited time. I provide the personal attention needed to understand their objectives and to address the unique needs of each client, minimizing the time they need to be involved, so they can spend their time doing what they do best.”
Outside of work, Greg enjoys cooking, camping, skiing and spending time with his wife and two daughters. He also enjoys volunteering at his daughters’ schools and is currently working towards a Masters of Taxation.
Minerva M. Tottie
Minerva Tottie is a Senior Tax Manager at Realize. Minerva’s focus is in tax consulting, tax compliance, and fiduciary accounting. Her clients consist mainly of high net worth families, related partnerships and fiduciary entities, closely held businesses, and corporate executives.
Minerva’s priority is to understand her clients’ needs, concerns and goals. With this information, she works to provide effective, personalized planning and solutions to help them achieve their goals. She is dedicated to providing great client service.
Prior to joining Realize in 2006, Minerva worked in the semiconductor industry as a Financial Analyst. She is a Bay Area native and her hobbies and interest include spending time with her family, cooking, and reading fiction.
Of Counsel Partner
Mark Eichstaedt started in the accounting profession with the idea of learning about the inside of the business world. After a couple of years in public accounting, Mark discovered that he was interested in pursuing the profession as a career. Since 1972, he’s been providing tax, consulting and audit services to individuals and closely held businesses.
“I’ve stayed in accounting for a couple of reasons,” he explains. “First is the client service aspect of the business. I get to solve problems and there is a lot of personal satisfaction in doing that. Second, I get to work collaboratively with the bright ambitious people who are our clients and that is very stimulating.”
More than that, Mark has built personal relationships with many of his clients. “I’ve worked with some of our clients for 30 or more years and because of that they are like extended family,” he reports. “We know our clients are going to be impacted by the decisions that are being made and we want the best possible outcome for them.”
“It feels really rewarding to be of service to the individual or to the family in a way that other people can’t, because we as a firm have a history with them,” he continues. “Clients know that they can count on us.”
Mark is a 1971 graduate of Ohio State University. After receiving a Bachelors of Science in Business Administration degree, he went on to earn a Masters of Business Administration degree at Northwestern University in Illinois and then a Masters of Science in Taxation from Golden Gate University in San Francisco. He became a Certified Public Accountant in 1975.
Managers & Supervisors
Senior Tax Manager
Chris Pollitt is a Senior Tax Manager at Realize. Chris’ focus is tax consulting and compliance for high net worth individuals and their related entities. Her clientele are high net worth families, partnerships, and foundations. Chris enjoys training and mentoring the staff at Realize in these respective areas of expertise. She is committed to providing the staff with the tools they need to succeed.
Chris’ priority is to understand her client’s needs, concerns, and goals. She works to provide effective personalized planning and solutions to help her clients achieve their goals. Chris is always committed to providing clients with outstanding service.
Chris lives in Marin County with her husband Kevin. They enjoy hiking the variety of scenic trails at Phoenix Lake, visiting and sampling organic fruit and vegetables at the local farmer’s markets, and spending time with their children, Vanessa and Josh, and their large extended family.
Eric Jackson is a Tax Manager at Realize. Eric’s experience includes planning, consulting, and compliance services for high-net worth individuals, family partnerships, closely-held businesses, trusts and non-profit entities. In his time with Realize, Eric has had the opportunity to work closely with several of the firms multi-generational family clients. In doing so, he has gained a keen understanding of the complex planning tools available to this type of client and has enjoyed working closely with the families to determine what their goals are for future generations and how the Realize team can help to facilitate them.
“Having the opportunity to learn from and work with a team composed of people with such diverse backgrounds has provided me with a unique blueprint of how to provide the type of service our clients expect and deserve.”
Prior to joining the firm in 2010, Eric worked full-time at a technology start up as a Junior Staff Accountant while completing his college coursework. He is currently working towards a Masters of Taxation at Golden Gate University.
Outside of the office, Eric enjoys photography, hiking, cooking and trying out new restaurants. Recently, he is combining these interests with his interest in traveling by planning and enjoying several scenic trips around California. In the future, he is looking forward to traveling to Europe and indulging his love of history.
Stephen Duprey is a Tax Manager at Realize. His experience consists of tax consulting and compliance services for high-net worth individuals, trusts, partnerships and closely held business. Stephen works closely with his clients to ensure that he understands their goal and needs.
Prior to joining Realize in 2010, Stephen graduated from Sacramento State University with a Bachelors of Science in Business Administration with a concentration in Accounting. Stephen received his in CPA license in 2012 and is now enrolled at Golden Gate University working towards his Masters in Taxation.
In his spare time, Stephen enjoys working on his 1966 Ford Mustang, spending summers boating on the lake, and trying out new wineries near his home in the Livermore Valley.
Julian Zaragoza is a Tax Manager at Realize. Julian’s focuses are tax planning, consulting, and compliance services for high-net worth individuals, family partnerships, closely held businesses, as well as non-profit entities.
Julian dedicates himself to providing excellent client service, making sure that his client’s concerns and goals are addressed. “My primary focus is how to add value to our clients and service their needs. I strive to add value by being reliable, attentive, and results-oriented.”
Prior to joining Realize in 2012, Julian worked for an online retailer as an operations manager, where he discovered his love for business. Originally a biology major, Julian returned to school in 2010 to obtain his CPA license, which he received in 2013.
In his free time, Julian loves to spend time with his wife and children, play golf, and continue to hone his BBQ skills.
Family Office Manager
Justin Stuhaan is a Family Office Manager at Realize. He focuses on high-net worth individuals and families, private foundations, and closely held businesses.
Since 1999, Justin has gained a wide variety of experience in both private industry and in public accounting. He started his career at Frank, Rimerman & Co. in their Accounting and CFO Advisory Services practice where he worked closely with early stage privately funded companies. Prior to joining Realize, he worked with numerous venture capital backed start-up companies in Silicon Valley.
David Wu is a Tax Supervisor at Realize. Prior to joining the firm in 2009, David worked in the technology and graphic design industries. During his tenure at Realize, David has had the opportunity to work on tax planning & compliance services for individuals, family groups and their related entities (trusts, partnerships, closely-held businesses and non-profit entities).
Outside the office, David is a music enthusiast who knows how to play 6 different instruments (piano, clarinet, saxophone, guitar, ukulele and the kazoo) and has a growing music collection that is perfectly categorized with album art. David also keeps busy with his two daughters (Tess and Mira) and knows how to play all of Disney’s Frozen songs for them.
Karolina Zeldag is a Tax Supervisor at Realize. Before joining Realize, Karolina was a part of the Private Client Service group at Binder Dijker Otte USA, LP. At BDO, she specifically focused on high-net-worth individuals and owners of closely held businesses. Karolina prides herself in listening to and interpreting her clients’ needs while working with her team to determine the best solutions to complex tax problems.
Outside the office, Karolina enjoys discovering new tunes to add to her music mix. She can be spotted running on the Embarcadero and is an active marathon runner.