Our Team

Your Trusted Financial Partners Since 2014


 
 
 

David Curran, CPA

 
  • David leads the company's strategy, business development, processes, and technology.

  • David is dad to two young kids. He enjoys hiking, mountain biking and has 20+ years of martial arts experience.

Ashley Curran

 
  • Ashley oversees the company’s finances, reach out to her with any questions related to invoices or fees. 

    She manages the HR of C&A and is happy to answer any inquiries related to the team and recruiting.

  • Ashley is a mom to two little kiddos. She is a yoga instructor and enjoys being active. Her favorite travel spot is Maui.

 

Tax TEAM

Erik Stepelton, CPA, MSA

Christina Hua, CPA, MST

Jinal Choksi, CPA, MSA

  • Erik oversees our Tax department, which offers our clients compliance, planning, and strategy services.

    He’s a forward thinking CPA whose passion is tax strategy and advocating for small and medium business. He’s a dedicated partner and business owners love having him on their team!

  • Erik is an avid golfer, devoted family man, and usually (sometimes) committed to maintaining a healthy lifestyle!

  • Christina oversees our Tax department, which offers our clients compliance, planning, and strategy services.

  • Christina is a wife and mother to two rambunctious teenagers. She enjoys the great outdoors, hiking, skiing, swimming, and biking. She loves to stay fit and explore new places to eat and travel!

  • You may be working with Jinal during the process of your tax return being prepared.

    She will make sure your tax returns are complete, correct, and most tax efficient. She is also our queen of research. As your business grows, she will help you tackle all the fun tax complexities that come with it. 

  • Jinal is a mom to two little boys. She enjoys exploring sunny California and loves watching basketball. She is always on the move and traveling!

 

Edward Ventura

Lily Dong, CPA, MST

 
  • You may be working with Edward during the process of your tax return being prepared.

    He will make sure your tax returns are complete, correct, and most tax efficient.

  • Edward and his family love going on day trips to different beaches and road trips up to Washington to visit family. When he’s not out and about exploring the world, he enjoys staying home playing board games and doing thousand-piece puzzles!

  • You may be working with Lily during the process of your tax return being prepared.

    She will make sure your tax returns are complete, correct, and most tax efficient. She’s a pro with stock compensation and trading. ISO, NSO, ESPP, RSU, no big deal.

  • Lily loves to travel and spend her free time volunteering and giving back. Meditating is in her daily routine and is C&A’s very own meditation facilitator.

 

ACCOUNTING TEAM

Tim Williams, MSA

Brandeigh Jarrett

Alex Ortega

  • Tim oversees our CAAS department, which offers our clients accounting, financial statements, and advisory services.

  • Tim is a husband and father. Outside of work he enjoys basketball, fishing, playing guitar/singing as church worship leader, and collecting sports cards and antiquarian books.

  • Brandeigh helps our clients manage their monthly accounting cycle and ensures their financial statements are accurate and timely. She also meets with clients to ensure they understand their numbers and have what they need to run their business.

  • Brandeigh was born and raised in Denver, CO. She can watch an entire Netflix series in one weekend and was a 3rd grade spelling bee champion!

  • Alex works between both tax and accounting departments and has his hands in many projects.

    His collaborative and flexible work ensures pressing projects are completed and delivered with time to spare.

  • Alex and his wife have three cats. He is a fan of road biking and enjoys road trips (especially to National Parks).


OPERATIONS TEAM

 

Kacie Heirigs

Amanda Pinder

 
  • Kacie has the eyes overseeing all projects, and planning when work will be completed.

    She will reach out to you with any questions or requests for information to get your project in our queue and started. Deadlines are her thing; she doesn’t miss any.

  • Kacie is a fire wife and dog mom to Maverick and River. She enjoys cooking, has a green thumb and is a foodie. One of her office nicknames is “Hawkeyes”.

  • You’ll work with Amanda on all things scheduling – Amanda is the master scheduler for David and Ashley’s calendars. Did you know you can send a group calendar poll? Amanda does.

    She makes big impacts to the firm behind the scenes. Your experience with us is smooth because of wonderful work she does behind closed doors. A seasoned administrative pro.

  • Amanda is a wife and dog mom. She is musically talented and loves board games, but watch out she’s competitive.