In 2018, Roni joined our firm as an intern for the 2017 tax season. Since then, she has become a part of our full-time team. Roni is passionate about helping people achieve their financial and retirement goals. She learned from her parents at a young age the importance of being financially secure and is excited to expand and share her knowledge. Roni will be working alongside Jeff and Anissa in various areas of the business including tax preparation, tax planning, estate planning, reviewing client’s accounts, and putting together financial plans.
Roni graduated from Grand Canyon University with her Bachelors of Science in Accounting in 2018 and her Masters of Science in Accounting in 2019. She is currently pursuing the Certified Public Accountant (CPA) designation and plans to expand her designations further in the future. She has experience interning for both a Fortune 100 company in Washington State as well as a finance and technology start-up in New York City.
Roni grew up in a suburb of Seattle, Washington and moved to Phoenix, Arizona in 2015 for school. When Roni is not in the office, she enjoys trying new restaurants, traveling, scuba diving and spending time with family and friends.