Staff & Administrative

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Seniors

Erick Gonzales

Senior
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Erick Gonzales

Senior


Anuj Chibber

Senior
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Anuj Chibber

Senior


Karen Morfin

Senior Accountant
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Karen Morfin

Senior Accountant


Michelle Dunn

Family Office Senior
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Michelle Dunn

Family Office Senior


Michelle Dunn is a Family Office Assistant at Realize. Prior to joining the firm in 2017, Michelle spent four years founding a small motorcycle service business in Oakland, and seven years in a technical support role. Michelle is currently working toward an Associate’s Degree in Accounting at City College of San Francisco. In her spare time, Michelle loves to knit and spend time with her dog and three cats.


 

Staff

Miguel Mancias

Associate Accountant
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Miguel Mancias

Associate Accountant


Neil Bhatt

Associate Accountant
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Neil Bhatt

Associate Accountant


Michael Le

Associate Accountant
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Michael Le

Associate Accountant


John Warda

Associate Accountant
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John Warda

Associate Accountant


Kaori Isobe

Associate Accountant
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Kaori Isobe

Associate Accountant


Regina Bautista

Associate Accountant
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Regina Bautista

Associate Accountant


Tiffany Peck

Associate Accountant
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Tiffany Peck

Associate Accountant


Eva Espinoza

Family Office Associate
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Eva Espinoza

Family Office Associate


Eva Espinoza is a Family Office Assistant at Realize who specializes in client bookkeeping services.  Prior to joining the firm at the beginning of 2016, Eva worked in the shipping industry for over 15 years and in the financial industry for over 6 years as an Administrative Assistant and an Accounts Payable clerk.  Eva graduated from the City College of San Francisco with an Associate’s degree in Business.  In her spare time, Eva enjoys baking and knitting.

Sandra Valente

Family Office Associate
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Sandra Valente

Family Office Associate


Sandy is a Family Office Assistant at Realize. Prior to joining Realize, Sandy worked as a Bookkeeper/Estate Manager for High Net Worth Families in the Bay Area. Sandy has a Bachelor’s Degree from the University of California, Santa Cruz and holds Certificates in Accounting and Personal Financial Planning from University of California, Berkeley Extension. She is currently working toward obtaining her CPA License. In her spare time, Sandy enjoys spending time with family and friends, seeing live music, and baking.


Administrative

Brian Fischer

Firm Operations Manager
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Brian Fischer

Firm Operations Manager


Brian Fischer is an Executive Accountant at Realize. Prior to joining the firm in 2006, Brian worked as an event coordinator at Bridges Golf club for five years. Brian graduated from California State University, East Bay with a Bachelor of Science degree in Business Administration. In his spare time, Brian enjoys camping at Pine Crest Lake about 30 miles past Sonora and spending time with his family including his favorite four-legged companion Roxy.

Katherine Gray

Firm Operations Associate
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Katherine Gray

Firm Operations Associate


Katherine is an Operations Associate at Realize.  Prior to joining Realize, Katherine graduated from the University of California at Berkeley, having earned a dual major in Economics and Music with respective emphases in finance and historical musicology. Katherine is an accomplished opera singer and scholar; she recently presented her research at the 19th Biennial Conference on Nineteenth Century Music at Oxford. When not in the office, Katherine sings in operas with The Handel Opera Project and West Edge Opera.

Reina Kauffman

Administrative Assistant
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Reina Kauffman

Administrative Assistant


Reina Kauffman is an administrative assistant at Realize. Prior to joining the firm in 2010, Reina worked in the Insurance industry for the last 20 years. Reina graduated from San Francisco State University with a Bachelor of Science degree in Business Administration, emphasis in Human Resources. In her spare time, Reina enjoys spending time in her vacation home in Oregon and taking an annual family cruise to Mexico.

Manda Luu

Firm Operations Associate
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Manda Luu

Firm Operations Associate


Manda is an Operations Associate at Realize. Prior to joining Realize, she gained operations and client service experience as a dental receptionist at several offices around the Bay Area. Manda received her Bachelor of Arts degree in Psychology from California State University, East Bay. When she is out of the office, Manda can be found at hip foodie events, trying out new restaurants, or at the dog park with her German Shepard-Corgi mix puppy.