Timothy Allen, CPA - Managing Partner

Timothy Allen, managing partner of Allen Group, has more than twenty-five years of finance experience, including five years with a Big 4 CPA firm, fourteen years with companies working in operations, and ten years leading Allen Group.

BA Business Economics, UC Santa Barbara 1991
MS Taxation, Golden Gate University 1993
Active California CPA license issued 1995
Allen Group LLP, 2009 - present
Kuleto Estate, president & CFO 2008 - 2009
Rosenblum Cellars, CFO 2004 - 2008
Robert Mondavi, operations director for Arrowood 2002 - 2004
Sonoma-Cutrer Vineyards, CFO 1997 - 2002
Kendall-Jackson, controller for La Crema 1996 - 1997
Deloitte & Touche, audit & tax, wine clients 1992 - 1996

Contact Information

tim@allengroupllp.com 707.528.3860

Hiromi Young, CPA, CCIFP - Partner

BS Business Administration, Sonoma State University 2001
Active California CPA license issued 2008
Allen Group LLP, 2020 – Present
CliftonLarsonAllen LLP, Principal, 2017 – 2020
Moss Adams LLP, Assurance Senior Manager, 2002 - 2017
Motion Analysis, Accounting Manager 2000 – 2002

Shannon Pakes, CPA (inactive) - Partner

BS Business Administration, Sonoma State University
Allen Group LLP, 2020 - present
Accolade Wines North America, Finance Director, 2017 - 2020
Francis Ford Coppola Presents, VP Finance, 2013 – 2017
Core Brands LLC, Panamax LLC and Furman Sound LLC, Controller, 2007 - 2013
Moss Adams LLP, Business Assurance Senior Accountant, 2003 - 2006

Scott Stone, CPA - Partner

BA Business Economics, UC Santa Barbara 1992
MBA Wine Business Institute, Sonoma State University 2018
Allen Group LLP, 2019 - present
Schug Estate Winery, general manager, 2009 - 2019
Kuleto Estate Winery, controller 2008 – 2009
Clos Du Val Winery, controller 2005 – 2008
Treasury Wine Estates, accountant 2003 – 2005

Megan Nelms, CPA - Senior Manager

BS Business Administration, Sonoma State University 2008
Active California CPA license issued 2016
Allen Group LLP, 2014 - present
Siduri Wines, accountant 2012 - 2014
Planet Fitness, senior accountant 2009 - 2011
PriceWaterhouseCoopers, assurance associate 2008 - 2009
The Ranch Winery, controller’s assistant 2007 - 2008

Alexandra TE Cohn, CPA (inactive) - Accounting Manager

MS Hospitality Management, Florida International University 1987
BA Scandinavian Studies, University of Texas Austin 1982
California CPA license issued 1999
Jeff Cohn Cellars, CFO/Owner 1999-Present
Ernst & Young, Senior Audit Accountant, 1997-1999

Contact Information

alexandra@allengroupllp.com

Kyle Milner - Accounting Manager

BS Business Administration, Sonoma State University 2016
Allen Group LLP, 2020 - present
PricewaterhouseCoopers, senior accountant 2017 - 2020
Nelson Family of Companies, financial analyst 2016

Contact Information

kyle@allengroupllp.com 707.595.3642

Justin Nuzum, CPA - Accounting Manager

BA International Relations, UC Davis 2000
Active California CPA license issued 2017
Allen Group LLP, 2016 - present
Sequoia Grove Vineyards, wine club manager 2009 - 2016
Sebastiani Vineyards, tasting room manager 2004 - 2009

Susan Nuzum, CPA - Accounting Manager

BA Economics, UC Davis, 2003
Active CPA license issued 2021
Allen Group LLP, 2019 - present
Vintage Wine Estates, financial analyst, 2016 - 2019
Duckhorn Wine Company, sales operations analyst, 2013 - 2016
Cakebread Cellars, direct sales systems and logistics supervisor, 2007 – 2013
Cakebread Cellars, various roles in sales, compliance, events, customer service 2004-2007

Trae Taylor - Accounting Manager

BS Accounting, Georgia Southern University 2012
Active GA CPA Licenses Issued 2017
Allen Group LLP, 2021 – Present
Cakebread Cellars, Senior Accountant, 2018-2020
Total Server Solutions, Senior Accountant 2018
Aprio LLP, Senior Auditor, 2015-2018
Northwestern Mutual, 2015
Nichols Cauley & Associates, Auditor, 2013-2015

Contact Information

trae@allengroupllp.com 707.595.3771

Jessica Echeverria - Senior Accountant

BS Business Administration, Sonoma State University 2015
Allen Group LLP, 2015 - present
Digilock, staff accountant 2014 - 2015
Bank of the West, customer service representative 2014

I Shan (Sherry) Hsieh - Senior Accountant

MBA, Sonoma State University 2019
Certificate of Advanced Accounting Proficiency Program (CAAP), Santa Clara University 2019
BS International Trade Business, Shih Chien University Taipei Campus, 2008
Allen Group LLP, 2021- Present
Hood and Strong LLP, Experienced Auditor 2020-2021
KPMG, Assurance Associate 2019-2020
Jackson Family Wines, Account Payable Specialist, 2017-2018

Contact Information

sherry@allengroupllp.com

Trevor Gholson - Senior Accountant

BA Communication, UC Davis 2010
Post-Baccalaureate Certificate Program in Accounting, UC Berkeley Extension 2020
Allen Group LLP, 2020 – present
Alternative Telecom Solutions, Finance Manager 2016 – 2020
Lyve Systems, Accounts Payable & Warehouse Manager 2015 – 2016
The Shane Company, Sales 2014 – 2015

Yvette Mendoza - Senior Accountant

BS Business Administration, Sonoma State University 2017
Allen Group LLP, 2018 - present
Pisenti & Brinker, staff accountant 2017 - 2018
Kaleidoscope Digital Marketing, customization consultant 2015 - 2018
Dillwood Burkel & Millar LLP, intern 2016

Alex Santos Cruz - Senior Accountant

BS Business Administration: Financial Management, Sonoma State University 2018
Allen Group LLP, 2021- Present
Folio Fine Wine Partners LLC, GL Accountant 2021
Huneeus Vintners LLC, Staff Accountant 2020-2021
Vode Lighting LLC, Staff Accountant 2018-2020
Sinclair Fire Protection Inc, Office Manager 2016-2018

Contact Information

alex@allengroupllp.com

Ying Song - Senior Accountant

BS Computer Science & Technology, Bohai University 2006
MBA Dominican University 2008
Allen Group LLP, 2018 - present
Healdsburg SHED, senior accountant 2016 - 2018
Relucent Solutions, accountant / quality manager 2014 - 2016
GGMM Inc, office manager 2013 - 2014
B&J Living House, office manager 2009 – 2013

Contact Information

ying@allengroupllp.com 707.528.3685

Megan White - Senior Accountant

BS Business Administration, CSU Hayward 2016
Allen Group LLP, 2017 - present
Keller Williams Realty, accountant 2017
Rigetti Quantum Computing, office manager 2016 - 2017

Tonya Crews - Staff Accountant

Allen Group LLP, 2019 – present
Hip Chick Farms, Business Operations Manager 2014-2019
BS Business Administration, University of San Diego 1999

Rosy Sanchez - Staff Accountant

BS Business Administration: Finance, Sonoma State University 2018
Allen Group LLP, 2021- Present
Haas & Reaney LLP, Staff Accountant 2021
WX Brands, Accounting Assistant 2019-2021
A+ Gypsum Walls and More LLC, Bookkeeper 2019
Community First Credit Union, Member Service Representative 2018
Wells Fargo, Lead Teller 2013-2017

Contact Information

rosy@allengroupllp.com

Sean Taufer - Staff Accountant

BS Business Administration, Sonoma State University, 2015
Allen Group LLP, 2021 - present
Cakebread Cellars, Guest and Member Services/Staff Accountant 2016-2021

Contact Information

sean@allengroupllp.com 707.615.7169

Jen Barsuglia - Systems Implementation Accountant

Santa Rosa Junior College, 2010
Allen Group LLP, 2018 - present
Buffalo Billiards, bookkeeper & office manager 2018
USA Wine West, AR & sales order coordinator 2014 – 2017
Exchange Bank 2007 – 2015

Contact Information

jen@allengroupllp.com 707.230.2737

Jeff Balch - Compliance Associate

BA History of Public Policy, UC Santa Barbara 2010
Allen Wine Group LLP, 2021 – Present
Pedroncelli Winery, compliance & admin manager 2016-2021
Rodney Strong Wine Estates, distribution supervisor 2016
FedEx Government Affairs, legislative consultant 2013-2015
U.S. House of Representatives, legislative staff 2009-2012

Contact Information

jeff@allengroupllp.com

Juliana Gholson - Compliance Associate

BS Neurobiology, Physiology and Behavior – UC Davis 2013
Allen Wine Group LLP 2021-Present
BOND, Trade Associate 2019-2021
Wine Country Compliance 2015-2021
Wine Compliance Alliance, compliance assistant 2017-2020

Contact Information

Juliana@allengroupllp.com

Stephanie Sims - Operations Manager

BS Viticulture & Enology, Minor in Managerial Economics, UC Davis 2007
Allen Group LLP, 2017 - present
Haas & Reaney LLP, staff accountant 2017
Real Wines Company, sales representative 2014 - 2017
Mills Reef Winery Wellington NZ, sales manager 2013 - 2014
Centre City Wines & Spirits Wellington NZ, retail assistant manager 2010 - 2013
Dorrien Estate Winery Barossa Valley, harvest cellarhand 2009
Corbans Winery Pernod Ricard Napier NZ, harvest cellarhand 2008
Weingut Eckehart Gröhl Weinolsheim, Germany, cellar & vineyard intern 2007 - 2008
Mumm Napa Pernod Ricard Napa, lab assistant 2006

Allie Hole - Office Manager

BA Technical and Professional Writing, San Francisco State University 2011
Allen Group LLP, 2019 - present
Child Parent Institute, human resources coordinator 2011 – 2017
Child Parent Institute, program assistant 2003 - 2011
Aim Mail Center, assistant manager 2000 - 2003