Our Accounting Family

Wendy Xu

Wendy started her career in the fiduciary field in 2008. During the past 18 years, she has accumulated extensive knowledge in fiduciary accounting preparation, client asset marshaling and management, and inventory and appraisal preparation.

Wendy has a BA degree in Psychology from San Francisco State University, and she has a certificate in Fiduciary Management from California State University, Fullerton.

Jade He

Jade has worked in the fiduciary field for over four years and brings more than ten years of fiduciary accounting experience. Throughout her career, she has developed extensive expertise in fiduciary accounting, including financial recordkeeping and fiduciary accounting compliance. Her experience enables her to prepare accurate, organized, and comprehensive fiduciary accountings while maintaining the highest standards of professionalism and efficiency.

Emily Guan

Emily began her career in fiduciary accounting in 2016 and has spent the past 10 years helping clients prepare accurate and comprehensive fiduciary accountings. Emily is skilled at reviewing complex financial records and preparing clear, well-documented fiduciary accountings. She is committed to providing accountings that meet reporting requirements and provide detailed, accuracy, and accountability.
She is professionalism, responsiveness, and attention to details. Her experience enables her to make the fiduciary accounting process as efficient and straightforward as possible.