Our Team Our team covers every aspect of wealth management from benefit planning to investment advisory services, to retirement and estate and tax planning. In addition to growing our clients' assets, we provide products that help protect those assets. We are attuned to the needs of our clients and are experienced at assessing the fine points of various benefit and compensation plans. Our services at Folino Tax and Financial Network are customized to address our clients'individual and unique family situation, financial goals, and employment situation. David Folino Enrolled Agent, EA, Tax Consultant & CFP® professional (805) 482-4062 (805) 482-8910 [email protected] David has been the owner of Folino Tax, going on 34 years. He received his Bachelor's Degree in Banking and Finance in 1983, from Delta State University in Cleveland, Mississippi. David has a passion for solving people’s financial problems and providing solutions. He calls upon his experience, patience and thoroughness to get the job done. He has also hired other competent professionals to form a tight knit team, whose main goal is to treat their clients like family. Brad Hooks Enrolled Agent, EA, Tax Consultant & CFP® professional (805) 482-4062 (805) 482-8910 [email protected] Brad attended Mississippi State University and graduated with a Bachelor’s Degree in Business Administration with a focus in financial planning, risk management, and insurance. He has achieved the credential of Certified Financial Planner™, and Enrolled Agent, and has been a part of the Folino Tax family for 13 years. Brad’s passion is helping his clients identify their dreams, and through a careful process he works to build a flexible and meaningful plan to make their goals a reality. He appreciates the faith and trust his clients place in him, and looks forward to being used as a resource on financial decisions throughout the year. Jamie Williams Enrolled Agent, EA, Tax Consultant (805) 482-4062 (805) 482-8910 [email protected] Jamie attended California State University Channel Islands and graduated with a Bachelor's Degree in Communication. She has been part of the friendly and close knit team at Folino Tax and Financial Network for 8 years. She enjoys the fast pace of the office and interacting with the wide variety of clientele. Her personable, organized, and hard working qualities parallel that of the office's overall environment. She loves to be challenged and has a never ending excitement for learning, which led her to achieve the credential of Enrolled Agent in 2014. Jennifer Folino Office Manager (805) 482-4062 (805) 482-8910 [email protected] Jennifer has been with Folino Tax for 19 years. She is responsible for keeping the office organized and streamlines all office communication. Her favorite part about the job is the people that she gets to interact with on a daily basis. Jennifer also enjoys the fast pace of tax season and has become a pro at juggling several different tasks at once, keeping the company in order. Tami Michelson Administrative Assistant (805) 482-4062 (805) 482-8910 [email protected] Tami joined the team at Folino Tax and Financial Network in October 2018. She attended California State University Northridge where she graduated with a Bachelor’s Degree in Liberal Studies. She has over 15 years experience working in human resources and customer service. Organization and efficiency come second nature to her and her work experience is an asset in helping facilitate office needs. René Smith Tax Season Administrative Assistant (805) 482-4062 (805) 482-8910 René has been with Folino Tax for 6 years. She has a long history in customer service and administration and enjoys going the extra mile to ensure customer satisfaction. Her enthusiastic work ethics fits right in place with the Folino Tax & Financial Network team!