Meet Our Team

Sarah has been preparing tax returns since 2004 and has managed a tax practice for more than 10 years.

Sarah uses her unique talents, her love of learning and creativity to go beyond traditional tax preparation. Her extensive knowledge and experience help her to work with clients to plan for the future and to take a tax savvy approach to financial matters.

Through her work over the years Sarah has empowered her clients to maintain control of their financial future by planning, documenting, and implementing tax savings strategies.  

Ricardo is a graduate of the Jon M. Huntsman School of Business at Utah State University. He is fluent in Portuguese. He has been working in the tax preparation business for more than 10 years. 

As a licensed securities advisor, Ricardo’s main focus has been on comprehensive financial planning. He has helped clients transition to retirement community living with confidence that they won’t outlive their assets and that their long term care needs will be met. He has also helped clients to muddle through the tough decisions when transitioning to their retirement years such as which pension options to take, when to begin Social Security and how to plan for long term care. 

Cassandra is a serial-entrepreneur at heart; starting her first business at the age of 12. She became involved in non-profit work 17-years ago. In 2007, she designed, launched, and managed a microenterprise program for people with disabilities at Goodwill of Orange County. In 2012, she founded The Prosperity Center to continue her work with entrepreneurs. In 2016, Cassie began consulting with clients of JEDI as well as launching two craft based businesses of her own. Cassie has a B.S. in Business Marketing and an MBA in Organizational Leadership and Non-profit Management. Her passion is helping individuals realize their dreams through the creation of microbusiness.