Jill Lervold

Partner

CPA Experience Since: 1987
With Realize Since: 2004
Education & Certifications: Certified Public Accountant, California State University, East Bay
Work History: Frank, Rimmerman & Co., Arthur Andersen & Co.

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.

Outside the office, Jill and her husband are active travelers. Chances are, Jill has either returned recently from a remote location or is in the planning stages for her next trip. Jill describes a recent rainforest experience as “simply amazing. The variety and sheer number of life forms in the jungle is impressive. Everything around you is alive and playing an important role in the ecosystem.”

Around town you might catch Jill with a smile behind the wheel of her Tesla roadster. We’re not sure if this toy is indicative of her sustainability side or her thrill-junky side – probably a bit of both!

Tracy Hom

Partner

CPA Experience Since: 2000
With Realize Since: 2004
Education & Certifications: Certified Public Accountant, Golden Gate University & University of California, Los Angeles
Work History: 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.

If you’re looking for the 411 on hot eateries in San Francisco, Tracy is your woman. An English major in disguise, she followed her father’s career as a CPA for the intellectual challenge. Perhaps that’s why she enjoys drafting a casual restaurant critique for her friends.

Kyle M. Vineyard

Partner

CPA Experience Since: 1999
With Realize Since: 2004
Education & Certifications: Certified Public Accountant, California Polytechnic State University, San Luis Obispo
Work History: Frank, Rimmerman & Co.

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 primary expertise is in complex estate planning. Kyle works closely with clients’ advisors to plan the most cohesive and comprehensive strategies.

“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.

Coming from a class size of 35 in home town Mammoth Lakes, one might say that Kyle has adapted well to life in a major metropolitan area. He has been a sports fan since his childhood. Although he is an avid St Louis Rams fan, his wife a Bay Area native, has encouraged him to attend the local team games. He enjoys spending his off time in a variety of pursuits with his family and friends from skiing down an icy slope to attending a 49ers or A’s game. In recent years, Kyle has picked up his coaching hat, coaching a variety of different sports teams from baseball to soccer with both of his children.

Greg Biagini

Partner

CPA Experience Since: 2007
With Realize Since: 2004
Education & Certifications: Certified Public Accountant, Master of Science in Accountancy, San Jose State University, Bachelors of Arts in Political Science, University of California, San Diego, Associate of Culinary Arts, California Culinary Academy, San Francisco
Work History: PricewaterhouseCoopers

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 Master’s degree in Taxation.

Minerva M. Tottie

Managing Partner

CPA Experience Since: 2010
With Realize Since: 2006
Education & Certifications: Certified Public Accountant, Bachelor of Science in Business Administration, University of California, Berkeley
Work History: Xilinx, New York Life

Minerva Tottie is a Managing Partner at Realize. She has over fourteen years of experience providing tax consulting, planning, and compliance services for high net worth individuals, partnerships, trusts, and closely held businesses.

Minerva’s individual clients include start-up entrepreneurs, private equity and hedge fund partners, corporate executives, and multi-generational families. Her experience also includes fiduciary accounting.

“My goal is always to bring a combination of high-touch client service that is proactive and provides creative solutions. I enjoy the challenge of providing solutions to complex tax issues in a manner that is responsive and allows my clients to focus on other important aspects of their lives and businesses.”

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 interests include spending time with her family, reading fiction, and tending to her garden.

Eric Jackson

Partner

With Realize Since: 2010
Education & Certifications: Bachelor of Science degree in Business Administration with a concentration in Accounting and minor in Economics, Sonoma State University, Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Beta Gamma Sigma International Honor Society Recognizing Business Excellence

Eric is a Partner 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

Partner

With Realize Since: 2010
Education & Certifications: Bachelor of Science in Business Administration, California State University, Sacramento, Certified Public Accountant
Professional Affiliations: California Society of Certified Public Accountants, American Institute of Certified Public Accountants

Stephen is a Partner 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.

Mark Eichstaedt

Partner Emeritus

CPA Experience Since: 1972
With Realize Since: 1981
Education & Certifications: Certified Public Accountant, Ohio State University, Northwestern University (Illinois), Golden Gate University (California)
Work History: Arthur Young & CO., San Francisco and New York

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.

After over thirty years of crunching through client filing deadlines and managing a business, one might be surprised to meet Mark with his relaxed, friendly demeanor. The secret is, he’s become a master at taking advantage of the slow times to relax and enjoy life. Mark and his wife have found that when it comes to his wine collecting hobby, proximity is a good thing. With a 5 acre getaway in Sonoma, he’s sure to have a great local selection. In the winter season, however, you’d be more likely to find Mark at his home in Baja Mexico enjoying the lap pool or off for a scuba dive.

Freda Zhang

Tax Supervisor

With Realize Since: 2024
Education & Certifications: Certified Public Accountant, Master of Science in Accountancy, University of Colorado Boulder
Professional Affiliations: American Institute of Certified Public Accountants, Colorado Society of Certified Public Accountants
Fun Fact: Freda is an avid golfer and sport fisher in her spare time.

Yin Li

Tax Manager

With Realize Since: 2024
Education & Certifications: Bachelor of Science in Business Administration degree in Finance in University of Central Missouri; Master of Science degree in Accounting in Taxation from California State University, Los Angeles; Certified Public Accountant 
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

Yin is a Tax Manager at Realize. Yin joined Realize in 2024. With nearly a decade of experience, Yin specializes in assisting clients with tax compliance, planning, and consulting.   

Prior to joining Realize, Yin worked at one of the nation’s leading accounting firms and at a local accounting firm in San Diego, where Yin gained extensive experience serving privately held businesses, high net worth individuals, trusts, and exempt organizations. Yin enjoys helping clients achieve their goals through effective communication and providing exceptional service. 

Outside of work, Yin enjoys camping, hiking, the outdoors, and spending quality time with her son and two dogs.

Chris Pollitt

Senior Tax Manager

With Realize Since: 2021
Education & Certifications: Bachelor of Science in Accounting, San Francisco State University, Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

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 Idaho with her husband, Kevin. They enjoy hiking scenic trails, sampling organic fruit and vegetables at the local farmers markets, and spending time with their children, Vanessa and Josh, and their large extended family.

Chris Mathewson

Tax Manager

With Realize Since: 2020
Education & Certifications: Master of Taxation, Golden Gate University, Bachelor of Arts, University of Rhode Island, Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

Chris Mathewson is a Manager at Realize. Chris originally joined the firm in 2006 and stayed through 2014. Chris returned to Realize in 2020 after working with regional firms throughout Marin County. Prior to joining Realize in 2006, Chris held various positions with Marriott International. His time there built a foundation for his strong belief in providing outstanding client service to every client. With many years of experience advising high net worth families, partnerships, and foundations, Chris enjoys training and mentoring the staff at Realize in these respective areas of expertise and is committed to providing the staff with the tools they need to succeed.

Chris’ priority is to understand his client’s needs, concerns, and goals. He works to provide effective personalized planning and solutions to help his clients achieve their goals. Chris is always committed to providing clients with outstanding service.

Outside of the office, Chris can be found on adventures with his wife and his three children. Chris enjoys hiking the hills and trails of Marin, attending various weekend volleyball tournaments while cheering on his daughters, and seeing his son on a soccer field or at a swim meet.

Kevin Pimentel

Tax Manager

With Realize Since: 2020
Education & Certifications: Bachelor of Science in Business Economics with an Emphasis in Accounting, University of California, Santa Barbara
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

Kevin Pimentel is a Tax Manager at Realize. Prior to joining the firm in 2020, Kevin worked at local CPA firms in Santa Barbara and Orange County, where he developed expertise in tax issues related to real estate, high net worth individuals, and closely held businesses. Kevin is also well-versed in multi-state compliance and tax research.

As a tax manager with Realize CPA, he uses his business acumen and organizational skills to enhance the client experience and ensure tax planning is smooth from start to file. When not serving clients, Kevin enjoys spending time with his family, traveling, and getting out in nature.

Sandra Baker

Tax Manager

With Realize Since: 2022
Education & Certifications: Bachelor of Business Administration in Accounting, Texas A&M University; Master of Science in Finance, Texas A&M University; Certified Public Accountant in the States of Texas and Colorado
Professional Affiliations: The Association of International Certified Professional Accountants; Texas Society of CPAs, Austin Chapter

Sandy is a Tax Manager at Realize. She has over 14 years of experience with clients in the construction, oil and gas, consumer product, technology, private equity, and real estate industries. Sandy began her career in 2008 with Deloitte Tax, LLP in Houston as part of its Global Employer Services Group, which focuses on tax planning for expatriates and foreign nationals. In early 2013, Sandy relocated to Austin and joined Erickson Demel & Co., LLC as a Tax Manager, focusing on federal and state tax compliance for local corporations, partnerships, trusts, estates, exempt organizations, and high net worth individuals. In late 2015, Sandy joined Montgomery Coscia Greilich LLP as a Tax Manager, focusing on federal and state tax consulting, tax compliance, and overall tax planning for companies of all sizes and industries in the Austin and Dallas markets. From 2018 to 2022, Sandy served as an integral part of Rorie Sparkman & Engel LLC, managing one-third of the book of business and providing federal and state tax consulting, tax compliance, and tax planning services to her client-base.

Sandy also served as an officer for KnockOut Volleyball, a 501(c)(3) organization targeting under-served players of the Austin community.

Sandy is married and has three young children. When she doesn’t have her hands full, she enjoys traveling, reading and being active outdoors.

Julian Zaragoza

Tax Manager

With Realize Since: 2022
Education & Certifications: Bachelor of Science, Biological Sciences, California Polytechnic State University, San Luis Obispo; Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

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 earned 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.

Kimberly Weber

Tax Manager

With Realize Since: 2022
Education & Certifications: Bachelor of Science in Finance/Accounting, Northern Illinois University, Master of Business Administration, Texas A&M University System, Certified Public Accountant
Professional Affiliations: Texas Society of CPAs, Fort Worth Chapter

Kim is a Tax Manager at Realize. Prior to joining Realize in 2022, Kim worked for another firm in public accounting for over fifteen years. Prior to that, Kim enjoyed a varied career in finance at various companies across the country. Before finding her calling as a CPA, Kim worked as a Financial Coordinator for a governmental agency in Fort Worth, an Accounts Receivable Manager for a public accounting firm in Montana, and an Expense Control Analyst for one of the largest department stores in the USA.

Kim has worked closely with her clients and their advisors to create lasting relationships. She is client driven and dedicated to achieving results and providing exceptional service. Kim’s years of experience in public accounting have allowed her to acquire an in-depth understanding of complex tax planning and preparation intricacies for individuals, partnerships, corporations, trusts, and foundations. She prides herself in working with her clients to meet their tax and planning needs.

Kim is married and has three wonderful girls. She loves spending time with her family, cooking, traveling, and volunteering in the community.

Jennifer Ng

Tax Manager

With Realize Since: 2019
Education: Bachelor of Arts in Communications and Sociology with a Minor in Business Administration, University of California, Berkeley. Certified Public Accountant in the State of California
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants
Fun Fact: Jennifer enjoys traveling, cooking, and exploring new restaurants in the Bay Area.

Jennifer Ng is a Tax Manager at Realize. Prior to joining the firm in 2019, Jennifer worked at local and regional CPA firms in the Bay Area as well as in industry. At these firms, she developed her expertise in tax issues pertaining to high-net-worth individuals and closely held businesses.

At Realize, Jennifer provides planning, consulting, and compliance services for high-net-worth individuals, family partnerships, and closely held businesses. Jennifer enjoys collaborating with clients and navigating the evolving tax landscape to provide clients with optimal tax planning strategies. Jennifer is committed to providing clients with outstanding service and serving as a trusted advisor to help clients achieve their financial goals. 

Jennifer has previously served on the Board of Directors for the East Bay Chapter of the California Society of CPAs and was also a member of the Scholarship Committee. Outside of the office, she enjoys cooking, traveling, hiking, and spending time with her family. Some of her latest hobbies include exploring new cafes/restaurants around the Bay and learning to sing showtunes from various musicals.

David Wu

Tax Manager

With Realize Since: 2009
Education: Bachelor of Arts, Business Economics with Accounting Emphasis – University of California, Santa Barbara
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

David Wu is a Tax Manager 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.

Patrick Townsend

Partner
With Realize Since: 2018
Education & Certifications: Bachelor of Science degree in Business Management, Tulane University, Masters degree in Accounting, Tulane University, Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

Patrick Townsend is a Partner at Realize. Patrick provides planning, consulting, and compliance services for high net worth individuals, family partnerships, operating entities, closely-held businesses, and trusts. In his experience at Realize and at his prior firm, Patrick has had the opportunity to work with a wide array of businesses, successful entrepreneurs, and families holding dynastic wealth. With a keen understanding of the intricate planning needed for these clients, Patrick works closely with both business owners and families to navigate the complexities inherent to their financial circumstances.

Prior to joining Realize in 2018, Patrick worked in public accountancy in the Bay Area for 7 years, providing the same high level of service he does for our firm. As of 2020, Patrick lives in Denver, Colorado with his wife Hannah, and their dog, Archie. He enjoys world travel, fly fishing, skiing, and cooking.

Karolina Zeldag

Tax Manager

With Realize Since: 2015
Education & Certifications: Bachelor of Arts, Economics – University of California, Santa Cruz, Certificate of Advanced Accountancy – Santa Clara University
Professional Affiliations: California Society of Certified Public Accountants, American Institute of Certified Public Accountants

Karolina Zeldag is a Tax Manager at Realize. Before embarking on her career in tax, she was an executive assistant and property manager at a prominent real estate investment firm. While working there, she learned to juggle complex projects while honing her client service skills. Karolina was captivated by the intricacy of tax work while assisting the firm’s Chief Financial Officer with entity return preparation. Prior to joining our team, Karolina worked as a member of the Private Client Service group at Binder Dijke Otte (BDO) USA, LP.

Our firm’s clients benefit from Karolina’s extensive and varied expertise in tax compliance, planning and research for high net worth individuals, their families and related pass-through entities, trusts, estates and private foundations. Karolina’s commitment to superior client service is evident in her proactivity; she firmly believes that tax planning requires year-round dialogue with clients so that creative approaches can be applied to help reduce tax liabilities and increase available resources. She prides herself in integrating her clients’ specific needs while working with her team to bring clarity to their complex tax situations.

As an international traveler who speaks several languages, Karolina is happy to call the ever-diverse city of San Francisco her home. Karolina is passionate about meeting people from different cultures and geographical areas. Some of her latest hobbies include learning to make spicy curries, discovering new tunes, and staying active by running in annual destination half-marathons.

Samuel Jue

Tax Manager

With Realize Since: 2014
Education & Certifications: Certified Public Accountant, Bachelor of Science, Mathematics & Economics – University of California, San Diego
Professional Affiliations: California Society of Certified Public Accountants, American Institute of Certified Public Accountants

Sam Jue is a Manager at Realize. Prior to joining the firm in 2014, Sam worked as a financial consultant for a nonprofit organization that provides advisory services to small businesses. As an advisory specialist, Sam guided business owners toward becoming successful entrepreneurs. While at Realize, Sam has continued to be recognized for his outstanding commitment to client service, having provided complex tax planning and preparation services for a wide array of financial entities, including high net worth families, partnerships, corporations, fiduciaries, foundations, and estates.

Sam carefully considers client needs while integrating tax code compliance to help clients navigate the most challenging tax situations. His years of experience and continuous research have allowed Sam to acquire a nuanced understanding of complex planning tools that are applicable for all clients. Sam enjoys working closely with clients and their financial advisors to implement these planning tools to create reliable financial infrastructures for generations to come. Sam strives for the most effective cooperation and coordination between Realize employees, clients, and their financial advisors.

Outside of the office, Sam is an advocate for positive health habits and physical fitness. He is a regular at the gym, yoga studio, and the San Francisco intramural basketball league. In addition to engaging in a variety of sports and fitness activities, Sam has recently taken a keen interest in the performing arts; he has honed his acting skills at the American Conservatory Theater by practicing mid-century cinematic acting techniques.

Brian Copeland

Senior Tax Manager

With Realize Since: 2015
Education & Certifications: Certified Public Accountant, Bachelor of Science, Business Administration – California State University, East Bay
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

Brian Copeland is a Senior Tax Manager at Realize. Prior to joining Realize in 2015, Brian graduated magna cum laude with a business degree from California State University, East Bay with a focus in accounting and finance. He holds a current CPA license and is working toward obtaining a master’s degree in taxation.

In addition to his academic achievements, Brian has worked closely with his clients’ advisors to create cohesive, lasting relationships. Brian knows how to be effective and efficient by using his strengths to complement the strengths of others. At the firm, staff look up to Brian as a mentor who leads with collaboration, innovation, and patience. Here at Realize, Brian will go the extra mile for teammates and clients alike.

Brian primarily focuses on serving affluent families, as well as their businesses, estates, and trusts. Brian’s approach to strategizing yields comprehensive planning that brings clients closer to their financial goals in specific and measurable ways. Brian has a voracious appetite for knowledge and superb attention to client needs; these qualities make him a trusted advisor who plans carefully within the tax compliance framework, providing tax advisory service individually designed to meet each client’s specific goals.

As a supremely curious and caring advisor to our clients, Brian is fully committed to continually innovating new planning ideas in an industry characterized by constant and complex change. While at Realize, Brian has developed a nuanced understanding of high net worth tax planning and a passion for providing in-depth consulting services.

Brian is equally committed to his family. Outside of the office, Brian most enjoys spending time with his beautiful wife and daughters. He is an avid fisherman who loves to spend time on the lake with his family.

Amy Yerkovich

Tax Manager

With Realize Since: 2019
Education: Bachelor of Science in Business Administration with a Concentration in Accounting, Cal Poly San Luis Obispo
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants

As a Tax Manager at Realize CPA, Amy collaborates with advisors and attorneys to deliver robust tax planning strategies to her clients. Amy enjoys the opportunity to get to know her clients so that she may provide complex tax planning and compliance services to these individuals and their related entities.

Prior to joining the firm in 2019, Amy worked in the corporate tax division at one of the “Big 4” accounting firms, where she analyzed complex datasets for a variety of engagements. Amy gained a wide variety of experiences preparing and reviewing income tax provision models and audits for private and public companies. Amy came to Realize because she enjoys the intricacy of working with each client’s total financial picture. Amy works closely with her clients to ensure that she understands their goals and needs for the near and far futures.

Outside of work, Amy enjoys all that the Bay Area has to offer, especially the Bay’s restaurants, hiking trails, and wine tasting venues.

Jason Heman

Tax Manager

With Realize Since: 2023
Education: Bachelor of Science in Business Management with a Certificate of Advanced Accountancy, Purdue University
Professional Affiliations: American Institute of Certified Public Accountants with Personal Financial Specialist (PFS) Credential, Massachusetts Society of CPAs, Boston Estate Planning Council (BEPC)

Jason is a Tax Manager at Realize. Prior to joining the firm in 2023, Jason served high-net-worth families in a management role for a Boston-based multi-family office provider for eight years. Additionally, Jason has seven years of previous public accounting experience in both tax compliance and audit services, working with a variety of clients (individuals, closely held businesses, corporations, trusts, and estates).

Outside the office, Jason is a die-hard sports fan, particularly of Purdue men’s basketball. He loves to travel with his wife, Brooke, both domestically and internationally. Jason has visited all 50 U.S. states along with several foreign countries. Jason also enjoys a variety of outdoor activities, such as running, biking, and hiking (especially during the New England fall foliage season!).

Kaori Isobe

Tax Manager

With Realize Since: 2017
Education: Bachelor of Science in Business Administration with a Concentration in Accounting, California State University, East Bay
Professional Affiliations: California Society of Certified Public Accountants

Kaori is a Tax Manager at Realize. Just after graduating with a degree in Business, Kaori joined the firm in 2017. While in school, Kaori completed internships for small accounting firms, venture capital businesses, and a local credit union. While working at these various establishments, Kaori developed a keen interest in tax advisory work for the individuals and businesses she served.

Kaori provides tax preparation and planning services to high-net-worth individuals and their families, fiduciaries, foundations, and business entities. As an inquisitive mind, Kaori works closely with clients and their financial advisors to navigate intricate tax situations, while working in accordance with current tax codes and regulations. At Realize, Kaori is particularly well known for translating tax language so that her clients may have an easier understanding of complex topics.

Outside of the office, Kaori enjoys exploring the outdoors with friends and family. Kaori also enjoys all the global cuisines within the Bay Area. Kaori often travels to Japan to visit relatives.

Regina Bautista

Tax Manager

With Realize Since: 2017
Education: Certified Public Accountant, Bachelor of Science in Business Administration with Accounting Emphasis – California State University, East Bay
Professional Affiliations: American Institute of Certified Public Accountants, California Society of Certified Public Accountants, Beta Alpha Psi, Epsilon Psi: International Honor Organization for Financial Information Students and Professionals

Regina Bautista is a Tax Manager at Realize. Prior to joining the firm, Regina worked as an executive assistant at a financial and insurance brokerage firm while earning her bachelor’s degree. In the years prior to earning her degree, Regina served as second in command for a big box retailer in San Francisco. Regina’s aptitude for managerial accounting and exceptional client service led her to pursue a career in niche tax accounting. Realize was the perfect fit for Regina’s interests and experience.

Regina enjoys working closely with clients and their financial advising teams to implement tax planning strategies. She works with the partners at Realize to help provide effective personalized planning and solutions and help clients achieve their goals. She currently works on tax planning and compliance services for high-net-worth individuals, family groups, and their related entities (trusts, partnerships, and closely held businesses).

Outside of the office, Regina enjoys stand-up paddle boarding, interior decorating, shopping, and traveling with family and friends. Regina may be found exploring Bay Area walking trails with her husband, Daniel, and pound puppy, Mira.

John Warda

Senior Accountant

With Realize Since: 2018
Education: Bachelor of Science, Business Administration with options in Accounting and Finance, Cum laude – University of San Francisco
Fun Fact: John is a native San Franciscan. He has a keen interest in cars and aviation.

John Warda

Supervisor

With Realize Since: 2018
Education: Bachelor of Science, Business Administration with options in Accounting and Finance, Cum laude – University of San Francisco
Fun Fact: John is a native San Franciscan. He has a keen interest in cars and aviation.

Rachel Campbell

Tax Manager

With Realize Since: 2019
Education: Bachelor of Science, Business Administration with an option in Accounting – California State University, East Bay, Certified Public Accountant
Professional Affiliations: American Institute of Certified Public Accountants, California Society of, Certified Public Accountants, Tau Sigma National Honor Society, Beta Gamma Sigma International Honor Society Recognizing Business Excellence
Fun Fact: Rachel enjoys spending her free time exploring new terrain and camping with her husband and their dog, Snuffalufagus.

Prior to joining the firm, Rachel worked for a Fortune 500 company as a Project Coordinator in the Corporate Business Solutions division. In this role, Rachel honed her leadership skills by managing complex production flows and led teams to deliver high-quality results, gaining valuable experience in client consultation and team coordination. This foundation was instrumental in her success at Realize CPA, where she enjoys the firm’s collaborative culture and the close relationships she builds with her clients.

While working as a Project Coordinator, Rachel pursued her degree in business, where she discovered her love of accounting. Graduating Cum Laude with a Bachelor of Science in Business Administration, with an emphasis in Accounting, Rachel transitioned from a career in project management to tax.

Rachel demonstrated commitment and passion for the field by earning her CPA license not long after joining the company. Rachel worked her way up to the Tax Manager role swiftly since then. Rachel has excelled in her role, leveraging her skills in tax strategy to help clients achieve their financial goals. With expertise in tax planning and compliance, she specializes in serving high net worth individuals, family groups and their entities, including trusts, partnerships, and foundations.

Outside of her professional life, Rachel finds joy in the restorative effects of nature, often spending her weekends hiking and camping. Rachel is also passionate about theater, cuisine, and cherishing moments with her husband, Andrew, and their two dogs. Rachel’s diverse interests and dedication to her clients make her a dynamic and compassionate professional in the accounting world.

Ling Mei

Tax Supervisor

With Realize Since: 2022
Education & Certifications: Bachelor of Science in Chemical Engineering, Tsinghua University, Beijing, P.R.China; Master of Science in Accountancy, San Joe State University
Fun Fact: Ling is learning to play the ukulele.

Ping Wang

Tax Supervisor

With Realize Since: 2022
Education: Bachelor of Science, Business Administration with an option in Accounting – University of South Carolina
Fun Fact: Ping stays fit with aerobic exercises.