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Our Team

Client Centered



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

David@folinotax.com

David has been the owner of Folino Tax, going on 35 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

Brad@folinotax.com

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 14 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 help 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

Jamie@folinotax.com

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 9 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.

Joseph Hawley

Enrolled Agent, EA, Tax Consultant

805-482-4062

805-482-8910

Joseph@folinotax.com

Folino Tax is happy to welcome our newest team member Joseph Hawley! Joseph attended California State University Northridge and graduated with a Bachelor’s degree in Marketing.  Previously a partner in H&H Tax Co and licensed as an Enrolled Agent, Joseph has much experience in matters relating to Individual Tax Preparation.  His hard work, attention to detail and focus on customer satisfaction makes him a great addition to the Folino Tax Team!

Jennifer Folino

Office Manager

(805) 482-4062

(805) 482-8910

Jennifer@folinotax.com

Jennifer has been with Folino Tax for 20 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.

René Smith

Tax Season Administrative Assistant

(805) 482-4062

(805) 482-8910

René has been with Folino Tax for 7 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!