• Ariel Drachenberg

    Partner

    Why I’m Here:
    I was born in Argentina, lived 10 years in Paraguay and moved to Southern California in 1975. I am fluent in Spanish. I received a Bachelor of Science in Accounting from La Sierra University and a Master of Science in Taxation from Golden Gate University. I am a Partner at Lucas Horsfall and have been in the accounting profession since 1983.

    What I Do:
    I provide personal tax planning and business advisory services to closely held corporations and high net worth individuals, helping clients minimize the total impact of business, income and estate taxes. My expertise are in the areas of professional service corporations, estate and fiduciary taxation, real estate development and management, not-for-profit entities and multi-state activities.

    What I Like:
    I enjoy getting involved in civic associations such as The Pasadena Rotary Club, and I love globetrotting with my family.

  • Gaurav Malhotra

    Partner

    Why I’m Here:
    After studying Economics at UCLA, I worked in private accounting for two years. Then I found Lucas Horsfall. The firm had a culture of turning staff into partners. This only happens when you take time to find the right people, and then patiently groom them for years. I feel so proud of my coworkers. Not only are they excellent at what they do but they also deliver services with deep care. My eighteen years have passed by in an instant.

    What I Do:
    I run the audit department, and spend time consulting on M&A transactions. My greatest happiness comes from helping business owners chart their future, both personal and professional, and then watch them achieve those goals.

    What I like:
    I love music and the mountains. My daughter is old enough to ride a mountain bike now, I am getting a real kick teaching her technical skills.

    Blog Posts

  • Julie Lee

    Partner

    Why I’m Here:
    I was with the tax department of a big-8 CPA firm back in the early 80s, but I wanted to have a broader experience and knowledge in advising business owners. I joined Lucas and Company – now Lucas Horsfall – in 1986. And I enjoy my role as their trusted advisor to business owners and individuals in income tax, estate and gift tax, real estate investments, retirement planning.

    What I Do:
    I am a tax partner and my clients are mainly in the medical/professional services, import and export distributors, real estate investors and high net worth individuals.

    What I Like:
    I like to spend time with my family and my dog Johnson, a silky terrier. We love walking and hiking together.

  • Katja Schaper

    Principal

    Why I’m Here:
    After spending several years at other CPA and accounting firms, I was ready for a team-oriented culture with work-life balance. I was ready to work for a firm that valued its people – both clients and employees. I joined Lucas Horsfall in February 2008, and since then this firm has continuously provided what I was looking for: the work life balance, the flexibility of working remotely, and more.

    What I do:
    I provide audit and consulting services for private, middle market companies in the manufacturing, distribution and technology industries, as well as for not-for profit entities.

    What I Like:
    Striving for a holistic lifestyle, I enjoy being in nature with our two dogs, and riding horses.

  • Leslie Sobol

    Partner

    Why I’m Here:
    I’m driven by a life-long love of learning. I want clients to have the information they need to make sound decisions and staff to couple critical thinking skills with a fundamental understanding of the taxation of business entities and individuals.

    What I Do:
    I oversee complex tax planning for clients in diverse industries. I provide tax analysis for a variety of entities and their affiliates, and I research and analyze a wide range of tax issues related to business transactions and tax implications for our corporate and individual clients. For our international clients, my focus is on the U.S. tax consequences of U.S. companies operating in foreign countries and of foreign companies operating in the U.S.

    What I Like:
    I enjoy a change, any kind of change. Every now and again I pack up and travel to a distant or not so distant land. I like to open my heart to new friends and to see the world in a different light.

  • Mark Hagander

    Principal

    Why I’m Here:
    After a short and unsuccessful career playing and coaching baseball at the University of Redlands and in Germany for the Gauting Indians, I decided the offer to be a staff auditor at a national firm was my best choice. I learned that I enjoyed working with private middle-market business owners and non-profits best. I moved to Lucas Horsfall in 2003 because it allowed me this opportunity while growing the audit department in a supportive, family oriented, and growing firm.

    What I Do:
    As an audit and accounting principal, I am a business partner and advocate for the owners, officers and board members I partner with. The best part about my work is getting to know people, listening and solving problems. Just as rewarding, I recruit, train, and mentor the next generation of accounting leaders.

    What I Like:
    I’m a father of twins, and I enjoy exploring the California central coast wine country and the many wonderful craft breweries in southern California.

  • Michael Rodgers

    Principal

    Why I’m Here:
    I chose to join Lucas Horsfall back in 2007 because I could tell the firm offered room for growth, a culture of friendship, and a sense of fun. Today these things are still true. Along with valuing clients, Lucas Horsfall value its employees too. Everyone has a voice. Who wouldn’t want to work in a place like that?

    What I Do:
    I am involved in our tax department, nourishing existing client relationships and creating new ones. The greatest value I provide comes in the form of strategic tax planning and being an integral business partner. In addition, I am active in our employee development, trying to make sure everyone feels welcome, challenged and valued.

    What I Like:
    On a personal note, I am a Game of Thrones/Star Wars geek that loves a good boba drink!! Surprisingly, I’m also a Fantasy Sports jock whose wife owns a Chinese restaurant.

  • Michael Sovik

    Partner

    Why I’m Here:
    I received my Bachelor of Science in Business from the State University College of New York at Buffalo. I moved to California and pursued a track specializing in accounting at California State University, Los Angeles. I am a Partner at Lucas Horsfall and have been in the public accounting profession since 1986.

    What I Do:
    I provide accounting, audit, tax and business advisory services to closely held corporations and high net worth individuals with a specific industry expertise in the areas of water utility, distribution, professional corporations, real estate development and construction and not-for-profit entities.

    What I Like:
    I enjoy traveling and spending time with my family.

  • Mike Amerio

    Partner

    Why I’m Here:
    Upon graduation from San Diego State University, I have principally spent my professional career with our Firm. I value our Firms vigorous commitment to have our clients achieve their business and financial goals, and our commitment to career development and work life balance.

    What I Do:
    I am our Firm’s Managing Partner, and have over 27 years of public accounting experience. I provide audit, income tax and business advisory services to privately held companies and individuals in a wide variety of industries, including manufacturing and distribution, construction, insurance brokerage and non-for-profit organizations.

    What I Like:
    I live in Sierra Madre with my wife Cynthia, and three sons. Recently, I was elected Treasurer of Sierra Madre. I enjoy coaching youth sports, and have been a long time baseball coach in Sierra Madre Little League. Additionally, I volunteer time as a board member for the Los Angeles Orphan Asylum and Maryvale.

Of Counsel

  • Glenn Wallmark

    Of Counsel

    Why I’m Here:
    I am a partner and have been in public accounting since 1978. I began my career with the international accounting and consulting firm of Deloitte LLP and then joined Continental Airlines as its Federal Tax Manager.

    What I Do:
    I specialize in all aspects of tax planning and compliance for closely-held businesses, individuals, and trusts. This includes advising clients regarding business formation and dissolution; family wealth transfers; estate, retirement and succession planning; and business consulting. My areas of expertise include real estate, construction, wholesale, retail, professional and financial services.

    What I Like:
    I am a native of Southern California and enjoy the outdoors and traveling.

  • William Horsfall

    Of Counsel

    Why I’m Here:
    After receiving my Bachelor of Science from UCLA, in 1965 I started my career in public accounting and spent six years with the international accounting firm of PriceWaterhouse Coopers and eight years as CFO for two different corporations. I am one of the founding members of Lucas Horsfall and served as Managing Partner from 1981 to 2002.

    What I Do:
    I provide accounting, audit, tax and business advisory services to closely held corporations and high net worth individuals. I perform business valuation services and litigation support, and have testified as an expert witness on a variety of business and accounting issues. I have specific industry expertise in the areas of manufacturing, real estate development and construction and not-for-profit entities.

    What I like:
    I enjoy participating in civic and business associations, serving on several boards such as Ameron International (Member of the Audit and Compensation Committee), San Pasqual Fiduciary Trust Company (Chairman of Audit Committee), Art Center College of Design (Chairman of Finance Committee) just to name a few. I also enjoy traveling, spending time at the beach and time with my grandchildren.

  • Allie Pezeshkian

    Senior

    Why I’m Here:
    Being part of the Lucas Horsfall family has helped me professionally grow since the day I started. I enjoy the diverse clientele base, and the challenging projects presented. Lucas Horsfall ensures that my career does not become stagnant by helping me to reach and exceed my potential. The mentoring and educational programs are exceptional here.

    What I Do:
    I am a CPA specializing in tax. I have earned a Master’s degree in Science of Taxation from California State University, Northridge, with a Bachelor’s degree in Business Administration with an Accounting Emphasis from California State University, Fullerton. I take pride in being part of a great team.

    What I Like:
    In my free time, I like to read works of fiction, and watch my favorite TV shows.

  • Anahid Kurdyan

    Staff

    Why I’m Here:
    I started here as a tax intern, and shortly thereafter, I was offered a position to join the Lucas Horsfall family. The camaraderie and support I received from my colleagues ensured that Lucas Horsfall was a place I would be able to grow professionally. I am continually learning and growing by facing new challenges, and thankfully, there is always a helping hand.

    What I Do:
    Since finishing the internship program, I have worked in the tax department. I graduated with a Bachelor’s degree in Accountancy from California State University, Northridge.

    What I Like:
    When I am not at work, I enjoy spending time at the dance studio where I have been a part of an Armenian dance group for over a decade.

  • Ariel Drachenberg

    Partner

    Why I’m Here:
    I was born in Argentina, lived 10 years in Paraguay and moved to Southern California in 1975. I am fluent in Spanish. I received a Bachelor of Science in Accounting from La Sierra University and a Master of Science in Taxation from Golden Gate University. I am a Partner at Lucas Horsfall and have been in the accounting profession since 1983.

    What I Do:
    I provide personal tax planning and business advisory services to closely held corporations and high net worth individuals, helping clients minimize the total impact of business, income and estate taxes. My expertise are in the areas of professional service corporations, estate and fiduciary taxation, real estate development and management, not-for-profit entities and multi-state activities.

    What I Like:
    I enjoy getting involved in civic associations such as The Pasadena Rotary Club, and I love globetrotting with my family.

  • Aurora Go

    Manager

    Why I’m Here:
    Since 1978, I have been in small business tax and accounting practice. In 2014, our two-partner practice merged with Lucas Horsfall. This has given me the opportunity to work and interact with a more diversified group of people.

    What I Do:
    I’m a tax manager and I help our small business owners with their accounting and various government agencies’ reporting I requirements.

    What I Like:
    I like to read fiction and mysteries, and stories of human interest. I like to travel with friends. And I like to shop and find real bargains.

  • Betty Tang

    Manager

    Why I’m Here:
    When I applied for graduate school, my goal was to be a CPA, and that’s how I’ve built my career since 1987. I joined Lucas Horsfall as my third CPA firm; third time is a charm! Lucas Horsfall is like my second family; the people here have accompanied me through good and bad times.

    What I Do:
    I am a tax manager. I enjoy working on challenging accounting and tax matters. And I love working with young staff to help them grow in this professional environment.

    What I like:
    I like hiking, walking, swimming and traveling. I also like sewing and making little things in my leisure time.

  • Christina Jafri

    Staff

    Why I’m Here:
    After studying Accounting at California State University, I wanted to find a firm that cared about their employees, as well as their clients. I was very fortunate to find these values at Lucas Horsfall.

    What I Do:
    I joined Lucas Horsfall in 2016, and have been preparing returns for Businesses, Individuals, Trusts, and Tax Exempt Organizations. I especially enjoy working alongside the Tax Managers and Partners assisting various Tax Exempt Organizations and learning how their foundations help various people across the country.

    What I Like:
    When I am not working I have fun spending time with my family. We love traveling along the coast of California visiting various beaches, zoos, aquariums and museums.

  • Ellen Ip

    Senior

    Why I’m Here:
    Ever since I started working at my first public accounting firm, I have loved what I am doing. I enjoy working with clients from various industries and backgrounds and assisting them with maximizing their tax savings. I joined Lucas Horsfall because they offered a strong team-orientated practice, great professional exposure to a multitude of clients, and an overall great work environment.

    What I Do:
    I am a tax senior and provide tax compliance services.

    What I like:
    Outside of the office, I love to play the piano and listen to all kinds of music, from classical to contemporary pop to rock. I also enjoy trying new restaurants and discovering new foods.

  • Eric So

    Manager

    Why I’m Here:
    Lucas Horsfall provides me with an environment where I feel like my services are being valued. I also like the team-oriented and work-life balance cultures that the firm provides to us.

    What I Do:
    I provide tax compliance and tax planning services for medium-size closely held businesses and high net worth individuals.

    What I Like:
    I like to spend my free time with my two children doing anything that they like to do.

  • Jay Suh

    Senior

    Why I’m Here:
    I graduated from Cal State Univ. Northridge and I’ve been working in public accounting ever since. I learned about Lucas Horsfall after one of my friends informed me about the positive experience he had with the firm. I decided to take on the opportunity and work here after experiencing positive interactions with the professionals and learning about the great opportunities.

    What I Do:
    My main responsibility is to help clients with matters related to tax.

    What I Like:
    My hobbies include watching movies and sports, plus snowboarding, and trying different activities.

  • Joanne Jung

    Manager

    Why I’m Here:
    I joined Lucas Horsfall at the beginning of 2017, and I see myself at this firm for many years to come. People are genuine, caring and family oriented, yet very professional. The partners motivate and nurture professionals to get to the next level. What else can I ask for?

    What I Do:
    I work in the tax department and handle compliance, tax planning, consulting and mentoring staff.

    What I Like:
    I love spending time with my family, eating and traveling.

  • Julie Lee

    Partner

    Why I’m Here:
    I was with the tax department of a big-8 CPA firm back in the early 80s, but I wanted to have a broader experience and knowledge in advising business owners. I joined Lucas and Company – now Lucas Horsfall – in 1986. And I enjoy my role as their trusted advisor to business owners and individuals in income tax, estate and gift tax, real estate investments, retirement planning.

    What I Do:
    I am a tax partner and my clients are mainly in the medical/professional services, import and export distributors, real estate investors and high net worth individuals.

    What I Like:
    I like to spend time with my family and my dog Johnson, a silky terrier. We love walking and hiking together.

  • Kenny Woerner

    Senior

    Why I’m Here:
    Growing up, I was enamored with money and anything finance related – stocks and investments, economics, you name it. If you could associate a dollar sign with it, I was, and still am, interested in it! Prior to graduating from UCLA with a degree in Business Economics and a minor in Accounting, I served as an intern here during the 2013 tax season, and I’ve been here ever since.

    What I Do:
    I’m a tax senior, and I prepare and review a variety of returns as well as providing consulting and analytical services to our clients.

    What I Like:
    When I’m not in the office, you can typically find me outdoors either golfing, running or hiking.

  • Leslie Sobol

    Partner

    Why I’m Here:
    I’m driven by a life-long love of learning. I want clients to have the information they need to make sound decisions and staff to couple critical thinking skills with a fundamental understanding of the taxation of business entities and individuals.

    What I Do:
    I oversee complex tax planning for clients in diverse industries. I provide tax analysis for a variety of entities and their affiliates, and I research and analyze a wide range of tax issues related to business transactions and tax implications for our corporate and individual clients. For our international clients, my focus is on the U.S. tax consequences of U.S. companies operating in foreign countries and of foreign companies operating in the U.S.

    What I Like:
    I enjoy a change, any kind of change. Every now and again I pack up and travel to a distant or not so distant land. I like to open my heart to new friends and to see the world in a different light.

  • Linda Chou

    Manager

    Why I’m Here:
    Growing up, I would help my parents in their family business. I learned that many small business owners don’t understand accounting and taxes. After studying at UCLA, I was looking for a firm with a family environment that could help small business owners. Lucas Horsfall had what I was looking for.

    What I Do:
    I work in the tax department, helping business owners understand their accounting and save on taxes. I really enjoy developing staff and help them achieve the goals they set out for themselves.

    What I Like:
    I enjoy trying new restaurants and exploring the unbeaten paths of different cities.

  • Lisa Lam

    Manager

    Why I’m Here:
    If you want to work in a CPA firm, Lucas Horsfall is one of the best. The firm provides a flexible and friendly environment.

    What I Do:
    My position is related to tax. Assignments with tax research and tax planning that work together with the partners are most challenging. Reviewing returns to ensure compliance with tax laws disclosure requirements, etc. are also part of my job.

    What I Like:
    What else do I like beside tax? I like to travel, read a good novel, watch a good movie, and most importantly, spend time with family.

  • Lisa Wu

    Staff

    Why I’m Here:
    I’ve always enjoyed working with numbers, so the field of accounting became a passion for me. Working with my colleagues to complete assignments and to assist our clients grants me a sense of achievement. I have also learned tremendously with my job.

    What I Do:
    I am in both Tax and Accounting Departments. My tasks include preparing tax returns, trust accounting, and bookkeeping.

    What I Like:
    In my leisure time, I enjoy doing Zumba and yoga, travel and spending time with my family and friends.

  • Marie-France Li

    Staff

    Why I’m Here:
    After receiving a Bachelor of Science in Accounting at California State University, Northridge, I found an internship at Lucas Horsfall. As an intern, I envisioned that working at this firm will help build my skills and expand my knowledge as an accountant.

    What I Do:
    I’m a tax staff accountant and I’m working toward becoming a certified public accountant.

    What I Like:
    I enjoy traveling and learning about different cultures in other countries.

  • Marlyn Barahona

    Semi-senior

    Why I’m Here:
    I graduated in 2013 with a B.S. degree in Accounting from Cal State Univ. Northridge, and I joined the Lucas Horsfall team as a tax intern while in my senior year. Then, I joined the firm as a tax accountant and I’ve been with the company since then.

    What I Do:
    At Lucas Horsfall, I’ve developed skills that help me achieve higher standards that allow me to become better at what we do. I enjoy very much helping clients to resolve their accounting or tax questions. My responsibilities include the preparation of individual, corporate, partnership, and nonprofit income tax returns as well as tax planning.

    What I Like:
    In my personal life, I enjoy hiking, traveling and the company of my family and friends.

  • Michael Rodgers

    Principal

    Why I’m Here:
    I chose to join Lucas Horsfall back in 2007 because I could tell the firm offered room for growth, a culture of friendship, and a sense of fun. Today these things are still true. Along with valuing clients, Lucas Horsfall value its employees too. Everyone has a voice. Who wouldn’t want to work in a place like that?

    What I Do:
    I am involved in our tax department, nourishing existing client relationships and creating new ones. The greatest value I provide comes in the form of strategic tax planning and being an integral business partner. In addition, I am active in our employee development, trying to make sure everyone feels welcome, challenged and valued.

    What I Like:
    On a personal note, I am a Game of Thrones/Star Wars geek that loves a good boba drink!! Surprisingly, I’m also a Fantasy Sports jock whose wife owns a Chinese restaurant.

  • Michael Sovik

    Partner

    Why I’m Here:
    I received my Bachelor of Science in Business from the State University College of New York at Buffalo. I moved to California and pursued a track specializing in accounting at California State University, Los Angeles. I am a Partner at Lucas Horsfall and have been in the public accounting profession since 1986.

    What I Do:
    I provide accounting, audit, tax and business advisory services to closely held corporations and high net worth individuals with a specific industry expertise in the areas of water utility, distribution, professional corporations, real estate development and construction and not-for-profit entities.

    What I Like:
    I enjoy traveling and spending time with my family.

  • Mike Amerio

    Partner

    Why I’m Here:
    Upon graduation from San Diego State University, I have principally spent my professional career with our Firm. I value our Firms vigorous commitment to have our clients achieve their business and financial goals, and our commitment to career development and work life balance.

    What I Do:
    I am our Firm’s Managing Partner, and have over 27 years of public accounting experience. I provide audit, income tax and business advisory services to privately held companies and individuals in a wide variety of industries, including manufacturing and distribution, construction, insurance brokerage and non-for-profit organizations.

    What I Like:
    I live in Sierra Madre with my wife Cynthia, and three sons. Recently, I was elected Treasurer of Sierra Madre. I enjoy coaching youth sports, and have been a long time baseball coach in Sierra Madre Little League. Additionally, I volunteer time as a board member for the Los Angeles Orphan Asylum and Maryvale.

  • Nathalie Merhaut

    Senior

    Why I’m Here:
    After graduating in 2011 from the University of San Diego with a BA in accountancy, I became enchanted by Lucas Horsfall when I met the incredible team of people and noticed the wide range of diverse clients. Working alongside ambitious colleagues on challenging projects has helped and will continue to help me grow tremendously.

    What I Do:
    I work in the tax department. As a senior, I work on high-net-worth individuals as well as a variety of corporate entities, including partnerships and both C and S corporations. I also enjoy working with young accountants who want to grow with a firm.

    What I Like:
    I’m an avid reader and fitness enthusiast and, in my free-time, I’m either reading the latest legal/history/spy novel or training with my work-out group.

  • Ricca Liaw

    Senior

    Why I’m Here:
    After taking my first accounting class, I knew this was something that I want to pursue. I found Lucas Horsfall after working with a small firm on the Westside. I am fortunate to work with Lucas Horsfall and experienced colleagues who share their knowledge and skills, and allow me to grow with the firm.

    What I Do:
    I am excited to help clients with their tax and accounting issues. I assist clients with tax compliance and planning services for individuals and businesses. I also help non-profit, trusts & estates clients.

    What I Like:
    Outside the office, I enjoy traveling, movies, and arranging flowers.

  • Sevana Grigoryan

    Staff

    Why I’m Here:
    During my internship at Lucas Horsfall, it became clear to me that I was given an opportunity unlike anywhere else. Not only is the firm filled with talented individuals, but everyone is very helpful and supportive. This made it easy to decide to grow at the firm as I recognized that Lucas Horsfall’s company culture pushes individuals to excel and prosper.

    What I Do:
    I am a Staff Accountant working towards obtaining my CPA license.

    What I Like:
    Outside of work, I enjoy hiking with my dogs and solving mysteries at escape-rooms.

  • Tes Baradas

    Manager

    Why I’m Here:
    I have always liked the challenges that public accounting offers – diversity of people you work with and variety of clients. What I found in Lucas Horsfall is that they take pride in working hard and adding values into their work, their commitment to clients and to the community, to the people within the firm and to their families.

    What I Do:
    I am involved in tax compliance services and tax planning for a variety of businesses and high net worth individuals. Mentoring and training younger staff are also some of the few things that I like doing at work.

    What I Like:
    Outside work, I enjoy spending time with my family, some hot yoga and travel to where I have never been.

  • Anita Isaghulyan

    Semi-senior

    Why I’m Here:
    I am here because I enjoy working with everyone here at Lucas Horsfall, and because I learn a lot.

    What I Do:
    I work on audit projects for not-for-profit and for-profit organizations.

    What I Like:
    I like hiking, being at the beach and traveling.

  • Bessna Plaza

    Staff

    Why I’m Here:
    I am a dedicated audit professional working to improve my accounting skills and become a CPA. I have been working for Lucas Horsfall since I graduated from CSUN because of the firm culture and the broad range of industries we serve. At Lucas Horsfall, I have found a team that fosters a community-like culture in which we help each other achieve personal goals along with firm goals.

    What I Do:
    My focus is providing audit, review, and compilation services for manufacturing and distribution clients, as well as audit services for employee benefit plans and non-profits.

    What I Like:
    I was born and raised in a small coastal city in Peru and as a result, my favorite place to relax is at the beach.

  • Breanna Diaz

    Supervisor

    Why I’m Here:
    During my interview process, it was clear that the most important quality I could possess was the ability to be a positive contribution to a team environment.  Then I met the various people in the audit department and it became a very easy decision to join Lucas Horsfall.

    What I Do:
    I supervise various audit and review engagements within the manufacturing and service-based industries. In addition, I help drive the production and completion of our due diligence and consulting engagements.

    What I Like:
    Hockey, Poker, Crosswords, and all things Ron Swanson.

  • Erick Diaz

    Semi-senior

    Why I’m Here:
    I graduated from Woodbury University with Magna Cum Laude honors. I began my career in accounting with Ernst & Young where I worked with public and private companies in the technology and real estate industries. I joined the Lucas Horsfall team because of the challenging work environment and team oriented culture.

    What I Do:
    I work on M&A transactions, assurance, and accounting related engagements.

    What I Like:
    Personally, I enjoy running a position based trading portfolio comprised of small cap stocks, crypto currencies, and other securities.

  • Gaurav Malhotra

    Partner

    Why I’m Here:
    After studying Economics at UCLA, I worked in private accounting for two years. Then I found Lucas Horsfall. The firm had a culture of turning staff into partners. This only happens when you take time to find the right people, and then patiently groom them for years. I feel so proud of my coworkers. Not only are they excellent at what they do but they also deliver services with deep care. My eighteen years have passed by in an instant.

    What I Do:
    I run the audit department, and spend time consulting on M&A transactions. My greatest happiness comes from helping business owners chart their future, both personal and professional, and then watch them achieve those goals.

    What I like:
    I love music and the mountains. My daughter is old enough to ride a mountain bike now, I am getting a real kick teaching her technical skills.

    Blog Posts

  • Jenna Okimoto

    Senior

    Why I’m Here:
    I joined Lucas Horsfall in 2013 during my last semester studying at Cal State Univ. Long Beach. Every day since has been a learning experience. I love being part of a firm that fosters open mindedness, the pursuit of growth, and caring for our team and clients.

    What I Do:
    I’m an audit senior, focusing on distribution, manufacturing, benefit plans, nonprofits and due diligence for M&A transactions.

    What I Like:
    When I’m not working, you’ll find me hanging out with my family or drawing.

  • Jesse Yang

    Staff

    Why I’m Here:
    I graduated from UCSB and worked for a CPA firm in Solvang for two years. From the day I joined Lucas Horsfall, I have enjoyed the family-like culture and the firm’s aspiration to grow. I truly believe that Lucas Horsfall views its staff as its greatest asset and provides opportunities to the staff to advance in their career.

    What I Do:
    I work as a staff auditor.

    What I Like:
    During my free time I enjoy playing sports and exploring new restaurants.

  • Katja Schaper

    Principal

    Why I’m Here:
    After spending several years at other CPA and accounting firms, I was ready for a team-oriented culture with work-life balance. I was ready to work for a firm that valued its people – both clients and employees. I joined Lucas Horsfall in February 2008, and since then this firm has continuously provided what I was looking for: the work life balance, the flexibility of working remotely, and more.

    What I do:
    I provide audit and consulting services for private, middle market companies in the manufacturing, distribution and technology industries, as well as for not-for profit entities.

    What I Like:
    Striving for a holistic lifestyle, I enjoy being in nature with our two dogs, and riding horses.

  • Lyn Dahl

    Senior

    Why I’m Here:
    Ever since I was a little girl, I wanted to be an Auditor. As a senior in the Lucas Horsfall Audit Department, I have fulfilled this childhood dream. I was born in the Philippines, grew up in Australia, where I completed my Bachelor of Business in Accountancy, obtained my Chartered Accountancy and graduated at fashion school.

    What I Do:
    As the senior/in-charge of audits, review and compilation engagements, in industries such as construction, distribution and not-for-profit, I work to ensure all stages of each engagement are completed up to scratch. I am also involved in the Audit training committee and mentoring program.

    What I Like:
    I moved to the USA in November 2013, and have had many adventures including, moving 6 times, getting married, getting a dog, eating and drinking, and finally finding a career and another home with the LHMP team. That’s gold!

  • Mark Hagander

    Principal

    Why I’m Here:
    After a short and unsuccessful career playing and coaching baseball at the University of Redlands and in Germany for the Gauting Indians, I decided the offer to be a staff auditor at a national firm was my best choice. I learned that I enjoyed working with private middle-market business owners and non-profits best. I moved to Lucas Horsfall in 2003 because it allowed me this opportunity while growing the audit department in a supportive, family oriented, and growing firm.

    What I Do:
    As an audit and accounting principal, I am a business partner and advocate for the owners, officers and board members I partner with. The best part about my work is getting to know people, listening and solving problems. Just as rewarding, I recruit, train, and mentor the next generation of accounting leaders.

    What I Like:
    I’m a father of twins, and I enjoy exploring the California central coast wine country and the many wonderful craft breweries in southern California.

  • Matt Cochran

    Manager

    Why I’m Here:
    I have been in public accounting since 2006. I moved from Chicago to L.A. in 2010, and worked at a regional accounting firm before joining Lucas Horsfall. I came to Lucas Horsfall for the opportunity to positively affect a staff, our Audit Department, and our clients. Open communication within our department is a great asset to our clients and has helped me build strong relationships with my coworkers. I’m excited for the future of our firm and of my career.

    What I Do:
    I am a manager in the Audit Department. I provide attestation and consulting services to private, middle market companies, employee benefit plans, and nonprofit organizations.

    What I Like:
    I enjoy hiking, camping, exploring all of the great neighborhoods in Southern California, and spending time with my wife and two children.

  • Mike Amerio

    Partner

    Why I’m Here:
    Upon graduation from San Diego State University, I have principally spent my professional career with our Firm. I value our Firms vigorous commitment to have our clients achieve their business and financial goals, and our commitment to career development and work life balance.

    What I Do:
    I am our Firm’s Managing Partner, and have over 27 years of public accounting experience. I provide audit, income tax and business advisory services to privately held companies and individuals in a wide variety of industries, including manufacturing and distribution, construction, insurance brokerage and non-for-profit organizations.

    What I Like:
    I live in Sierra Madre with my wife Cynthia, and three sons. Recently, I was elected Treasurer of Sierra Madre. I enjoy coaching youth sports, and have been a long time baseball coach in Sierra Madre Little League. Additionally, I volunteer time as a board member for the Los Angeles Orphan Asylum and Maryvale.

  • Nancy Sanchez

    Supervisor

    Why I’m Here:
    I have always been that person who enjoys helping others and making sure they’re happy. Lucas Horsfall allows me to do that for our clients and our staff. I’m able to have several roles with clients and staff from auditor to career coach. I enjoy what I do and I’m with a firm that stands behinds its clients and staff.

    What I Do:
    I’m a full-time auditor for Lucas Horsfall and I’m also a trusted business advisor.

    What I Like:
    I enjoy living in Southern California and having access to everything within a 50-mile radius. I have 3 daughters and 2 grandkids that keep my happy and busy. I enjoy Dodger games, camping, road trips, and going to the movies.

  • Ninelly Shabani

    Senior

    Why I’m Here:
    From my time in the accounting program at USC, I knew I wanted to be an auditor. When I joined Lucas Horsfall, I immediately fell in love with the culture of open communication, team work and caring about colleagues and clients.

    What I Do:
    I’m a senior in the audit department focusing on benefit plans, healthcare, M&D and other audits. I like audit because every single day is an adventure and a learning experience.

    What I Like:
    I enjoy adventure outside of work as well and I spend most of my time hiking and exploring national and state parks.

  • Rene Trejo

    Senior

    Why I’m Here:
    I have been in public accounting for more than 12 years and worked at three CPA firms. Serving clients directly has giving me the experience and knowledge needed to succeed in public accounting. I’ve learned that client satisfaction is essential elements to maintaining a competitive advantage. Serving clients directly helps meet client’s expectations. Lucas Horsfall has provided me the opportunity to serve clients directly and help the firm grow.

    What I Do:
    I am member of the audit department. I specialize in serving the accounting and auditing needs of nonprofit organizations, including religious organizations, and private schools.

    What I Like:
    I enjoy spending time with family, going to movies and dinner, learning to play classical guitar, and attending soccer games.

  • Jenny Swanson

    Accounting / Bookkeeping

    Why I’m Here:
    I was hired as the receptionist during my first year in college. What better place than a CPA firm, especially since accounting was my major. My coworkers and the long time clients of Lucas Horsfall have kept me loyal here for more than 20 years.

    What I Do:
    I work in both the bookkeeping and tax departments on individual and corporate clients. My main duties are assisting corporate clients with their accounting needs, financial statement preparation and preparation of individual and corporate tax returns.

    What I Like:
    Outside of work, I enjoy spending time with my family, mainly at my son’s basketball games and my daughter’s ballet classes.

  • Krista Richardson

    Client Accounting Services

    Why I’m Here:
    I’m an accountant because at the heart of it all, I love working with clients and handling their accounting needs. I spent 9 years in the entertainment industry first working as a freelance production accountant for the major film studios and then at Warner Bros in Financial Reporting. After becoming a CPA, I joined Lucas Horsfall in 2013.

    What I Do:
    I’ve worked in all of the departments – audit, tax, and now client accounting services.

    What I Like:
    Outside of the debits and credits, I love to hike and camp with my husband and two children. Being outdoors is my passion.

  • Linda Dionglay

    Accounting / Bookkeeping

    Why I’m Here:
    I always wanted to work in an organization where I enjoy what I do and I like my coworkers. Lucas Horsfall has provided me this great opportunity. I love the culture of LHMP where everyone is respected and part of a team striving for the same goals. This culture fosters a collaborative atmosphere where everyone can be themselves yet inspires each other towards continuous improvement.

    What I Do:
    I joined Lucas Horsfall in February 2017 working as a bookkeeper.

    What I Like:
    I love spending time with my family and friends. I enjoy going to the beach, hiking, walking, gardening and reading.

  • Marijke Carone

    Accounting / Bookkeeping

    Why I’m Here:
    I’ve done accounting work all my adult life. I like that I’m working in my own community, for a well-respected company. The people, the management style, and the clients are what makes working at Lucas Horsfall very enjoyable.

    What I Do:
    I provide bookkeeping services.

    What I Like:
    My favorite way to relax is to sit under a big tree with a good book.

  • Mike Jenkins

    Accounting / Bookkeeping

    Why I’m Here:
    After I graduated from San Diego State University with a Bachelor’s degree in Accounting, I worked in private accounting and finance. But my desire to help people inspired me to explore opportunities in public accounting. Now, I get the satisfaction of working directly with clients, assisting them with day-to-day accounting needs and guiding them toward achieving their long-term business goals.

    What I Do:
    I am part of Lucas Horsfall’s bookkeeping team. I’m also on the specialized accounting team that handles the accounting and financial reporting needs for one of our firm’s largest clients.

    What I Like:
    I am a vinyl collector, an animal lover, a foodie-in-training, and an avid beach bum.

  • Sherry Healy

    Accounting / Bookkeeping

    Why I’m Here:
    When my employer, a client of Lucas Horsfall at the time, decided to close their business and retire, I was given the opportunity to work at Lucas Horsfall by one of the founding partners. It has been 17 years; I’m still here and couldn’t be happier. LHMP has been a wonderful place to work and meet all kinds of interesting people.

    What I Do:
    I do bookkeeping for clients as well as train them to use Quickbooks accounting software. I like getting to meet all kinds of people in different types of businesses and help them to keep their financial information organized and ready for tax preparation.

    What I Like:
    I like shopping, spending the day at the beach or just relaxing by the pool with friends.

  • Tanne Picha

    Client Accounting Services

    Why I’m Here:
    I enjoy learning about different businesses and how they operate. I also enjoy working with people. Working at Lucas Horsfall provides the opportunity to use my accounting experience while working with clients to support their accounting needs.

    What I Do:
    I actively manage client’s accounting via QuickBooks Online. My responsibilities vary depending on the client’s needs, but my work includes balance sheet reconciliations, month-end accounting, journal entries, accounting support and compiling financial statements.

    What I like:
    I enjoy hiking, soccer, reading and hanging out.

  • Usman Hasan

    Client Accounting Services

    Why I’m Here:
    Lucas Horsfall has a team-oriented culture that cares for its employees. The firm does a great job developing competent accountants.

    What I Do:
    After working in the private industry, I help provide an accounting structure for our start-up and medium sized businesses.

    What I Like:
    Growing up in in the Bay Area, I’m avid fan of the 49ers, Warriors, and Giants (Beat LA!!). I consider myself as a coffee connoisseur searching for the perfect cup of coffee, and will spend hours waiting in line to Instagram the perfect plate of food.

  • Vic Bovee

    Accounting

    Why I’m Here:
    After my former employer merged with Lucas Horsfall, I knew this was the place I wanted to be. It just feels right and everyone is friendly.

    What I Do:
    I do just about everything, from bookkeeping, to financial statement prep, to tax prep.

    What I Like:
    In my free time, I like to spend time at my mountain cabin.

  • Adrian Penuelas

    Administrative Support Professional

    Why I’m Here:
    I joined Lucas Horsfall in the spring of 2007, and instantly noticed the work ethic between all employees and partners.

    What I Do:
    I am the Executive Assistant for our firm and plan company events. I enjoy my job assisting our firm in the day to day events along with assisting our partners.

    What I Like:
    I enjoy the outdoor life, which includes travel to Hawaii, and watching my boys play year-round baseball.

  • Chris Sailes

    IT

    Why I’m Here:
    I’m here to support tax preparers and the entire staff with all my human abilities before artificial intelligence takes over.

    What I Do:
    I maintain the firm’s data and communication systems

    What I Like:
    I enjoy spending time with my family and watching Florida State football games.

  • Gregory Dixon

    Administrative Support Professional

    Why I’m Here:
    When I moved to California my goal was to find a work family that promoted continuing education and growth. Since I have been with Lucas Horsfall, my experience has exceeded my expectations regarding education and growth.

    What I Do:
    I am an Administrative Coordinator who also assists with IT duties. I love the ever-changing environment as it keeps me interested and busy.

    What I Like:
    When I am not working, I find every opportunity to sing. I spend a lot of time in karaoke bars, and I love hiking and watching movies.

  • Isabel Fernandez

    Administrative Support Professional

    Why I’m Here:
    I’m here to further my knowledge in a new work environment.

    What I Do:
    At work – I’m in the admin department and I help all departments in the office. I finalize and assemble tax returns, assemble financial statements and log ins.

    What I Like:
    I’m majoring in Public Health at Cal State LA, and when not studying, I attend to my dog, explore events going on in Los Angeles and I try to make time to enjoy life once in a while when life lets me. I like learning history, reading books, watching documentaries, hiking, traveling, nature and wildlife.

  • Kathy Rodriguez

    Administrative Support Professional

    Why I’m Here:
    I have been with Lucas Horsfall for 30 years. I’ve seen this company grow from 20 plus employees, to more than 50. Never in my wildest dreams did I think that I would still be working here. Obviously, this is working for me. I am happy to be a part of a great team!

    What I Do:
    I started out as a Receptionist and am now in clerical. I assemble Tax Returns, Financial Statements, e-file returns and assist in all clerical ways.

    What I Like:
    In my free time I love traveling and spending time with my Grand Children.

  • Maggie Lira

    Receptionist

    Why I’m here:
    I strongly believe that everything happens for a reason. I came to Lucas Horsfall for a temporary job. That was 10 years ago. I love what I do! I am a people person. Communicating and interacting are a given to me.

    What I Do:
    I am the receptionist for Lucas Horsfall or the Director of First Impressions.

    What I Like:
    People’s opinion and first impression matter to me. I enjoy family time and going to my daughter’s Softball games.

  • Mary Richardson

    Controller

    Why I’m Here:
    I have been with Lucas Horsfall since 2013 and in the accounting industry since 1979.

    What I Do:
    I came to Lucas Horsfall as the firm’s controller and to assist some clients with their accounting needs.

    What I Like:
    I love to travel with my husband and family, and love to read. My greatest joy is spending time with our children and grandchildren.

  • Rose Morrison

    HR Director

    Why I’m Here:
    Accepting the job offer from Lucas Horsfall nine years ago is one of the best decisions I have made. I chose a career in human resources because I care about the well-being and development of people. Lucas Horsfall not only invests in their employees’ professional careers, but the firm also embraces flexibility and work/life balance.

    What I Do:
    I’m responsible for the operation of the firm’s human resource department, including providing consultation to partners and managers on many issues related to employee relations such as staffing plans, benefits, compensation, training, recruiting as well as ensuring compliance with federal and state employment laws.

    What I Like:
    I like long walks on the beach, watching sunsets by the ocean, reading a good book and time with my family.

  • Tom Grace

    Marketing

    Why I’m Here:
    Where else can I walk a recycling plant one day, a meat processing plant the next day and a manufacturing plant the day after that? Lucas Horsfall has a rich history of working with all different types of privately held and family businesses.

    What I Do:
    It is my job to introduce businesses to the Lucas Horsfall culture of good people and honest work. I handle marketing and sales.

    What I Like:
    If it involves the outdoors, chances are I like it. Skiing, cycling, hiking, fishing, spending time at the beach. That’s how I like to spend my free time.