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 David@folinotax.com David has been the owner of Folino Tax, going on 36 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 15 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 10 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 & Registered Representative 805-482-4062 805-482-8910 Joseph@folinotax.com 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. Joseph also now carries a General Securities registration and will be joining David and Brad on the financial services side of the business in 2021 and beyond! His hard work, attention to detail and focus on customer satisfaction makes him a great addition to the Folino Tax Team! Patrick Wire Registered Representative, MBA (972) 375-6692 firstname.lastname@example.org Patrick is a marketing professional that decided helping people manage their wealth was more rewarding than debating colors of logos. He has a BA (1992) in Marketing, as well as an MBA (1993) from Loyola University in New Orleans. Patrick comes to Folino Tax & Financial Network later in his career, yet his personal experiences such as being a caregiver to his parents coupled with parenting a special needs child, bring a unique and practical insight to tackling his client's financial challenges. His gregarious personality often reminds others that this business is not just about the numbers, but more importantly about the people behind them. Jennifer Folino Office Manager (805) 482-4062 (805) 482-8910 Jennifer@folinotax.com Jennifer has been with Folino Tax for 21 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. Nicole Maldonado Administrative Assistant 805-482-4062 805-482-8910 Nicole@folinotax.com Folino Tax is happy to welcome our newest team member Nicole Maldonado! She is our front-line here at Folino Tax with long-standing experience in customer service. She is a zealous professional that is detail oriented allowing her to prioritize and complete multiple projects with calm and a smile. She is eager to keep the office in order while using positive communication, time management, and resourcefulness all of which make her an ideal team member! René Smith Remote Administrative Assistant (805) 482-4062 (805) 482-8910 Rene@folinotax.com René has been with Folino Tax for 8 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!