Discover the SWC Difference
Meet the team that simplifies complex tax issues, helps you build and leverage your wealth to enhance your personal and financial freedom, and offers unparalleled peace of mind at every step along the way.
Co-Founder | Partner | Business Strategist
The driving force behind SWC’s brand and operations, Laura advises our firm’s clients on several fronts, including tax planning, estates and trusts, legacy planning, investment vehicles, and other net-worth-generating strategies. Meet Laura Stees, CPA.
Co-founder | Managing Partner
With a background in accounting and banking and a focus on analyzing new and proposed tax laws and regulations, Marni is SWC’s leader for accountant education, tax procedure, and legacy planning. Meet Marni Walker, CPA.
Certified Public Accountant
Jennifer focuses on using the tax code to save our clients’ money on their state and federal tax filings while simultaneously increasing their net worth. Meet Jennifer Shelton, CPA, MAcc.
Lead Office Administrator
Mallory is responsible for overseeing and optimizing the daily operation and administrative success of our San Diego office. Meet Mallory Serzen.
Administrative Assistant
Yuliia removes distractions and obstacles from our office manager’s desk, manages critical administrative tasks, and schedules and tracks meetings for SWC’s partners. Meet Yuliia Matvieieva.
Interested in Joining Our Team?
We’re always on lookout for talented tax planning and financial strategy professionals. If the SWC Mission appeals to you and empathy is one of your superpowers, reach out to us using our Contact Form.
