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

Brent Garrison, CPA - Partner

BS Business Administration, Biola University 2007
Active California CPA license issued 2012
Allen Group LLP, 2021 – Present
Hamel Family Wines, controller 2018 – 2021
Allen Wine Group LLP, 2015 – 2018
Vintage Wine Estates, Finance Manager 2012 – 2014
Moss Adams LLP, Business Assurance Senior Accountant 2007 – 2011

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

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

David Flanary, CPA - Director

BS Business Administration, California State University Chico - 1981
Retired California CPA (issued 1984)
Markham Vineyards, President/General Manager/Controller 1992-2020
Deloitte, Assurance Senior Manager 1985-1992
Chipman and Renfrow Accountancy Corporation 1982-1985

Justin Nuzum, CPA - Senior 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

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

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

Max Guida, CPA - Accounting Manager

BA Mathematics, UC Santa Cruz, 2016
Active California CPA license issued 2021
Allen Group LLP, 2022 – Present
Dal Poggetto & Company LLP, Manager 2017 – 2022

Contact Information

maxg@allengroupllp.com 707.595.3771

Shannon Schultz, CPA - Accounting Manager

BS Business Administration: Accounting, Economics Minor, Sonoma State University 2004
Active California CPA license issued 2007
Allen Group LLP, 2022 - present
Nick Barbieri Trucking LLC, Assistant Controller-Controller 2017 - 2022
NorthBay Healthcare, Accountant 2007 – 2017
Paul Financial LLC, Senior Internal Auditor 2006 - 2007
KPMG LLP, Audit Associate-Senior Audit Associate 2004 – 2006

Teri Molini - Compliance Account Manager

California Notary Public 1992-Present
Baril Compliance Service, Vice President, Office Administrator, CA ABC/TTB Compliance Specialist: 2012-2022
Chalk Hill Estate Winery, Director of Finance and Administration: 2010-2012
Guenoc Winery, Director of Administration: 2006-2010
Andretti Winery, Controller: 2002-2006
Kirkland Winery, Compliance Director: 1995-2002

Contact Information

teri@allengroupllp.com 707.859.0353

Tracy Hunnicutt, CPA - Accounting manager

BS Business Administration: Accounting, Sonoma State University 2015
Active California CPA license issued 2019
Allen Group LLP, 2022 – Present
Dal Poggetto & Company LLP, Manager 2015 – 2022

Cyndy Dalbeck - Accounting Manager

BS Accounting, Central WA University
WA CPA certificate issued 1995, retired 2007
Allen Group LLP, 2022 - present
Quintessential Wines, controller, 2017 – 2022
Paul Hobbs Wines, controller, 2015 – 2017
Frog’s Leap Winery, accounting manager, 2009 – 2015
Arcturus Marines Systems, controller, 2006 – 2009
Jackson Family Winery, senior accountant, 2005 – 2006
Dillwood Burkel & Sully LLP, accounting manager, 2001 – 2005

Contact Information

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

Roger Hayes - Senior Accountant

BA Management, Sonoma State University 1981
MBA, University of Oregon 1983
Neal Family Vineyards, Controller-CFO 2005-2019
Jackson Family Wines, Accounting Manager 2003-2005
Sonoma County Fair & Expo, Controller- CFO 1987-2001
Gap Inc., Internal Auditor- Asst Controller 1983-1987

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

Sean Taufer - Senior 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

Natascha Poteet - Senior Accountant

BS Business Administration: Accounting, Sonoma State University 2019
Allen Group LLP, 2021-Present
CliftonLarsonAllen Construction Associate 2019-2021

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

Sara Soares - Senior Accountant

Bachelors of Science, Accounting – Indiana Institute of Technology 2015
Bachelors of Science, Business Administration, Human Resources – Indiana Institute of Technology 2015
Masters of Accountancy – Rider University 2016
Alpha Omega Winery, Senior Accountant 2021-2021
Thermal Shipping Solutions, Accounting Manager 2020-2021
GMP Cars, Accountant – Assistant Controller- Controller 2017-2020
Sistema Plastics, Accounting Specialist 2016-2017
The Pasha Group, Cost Accountant 2015-2016

Contact Information

sara@allengroupllp.com 707.859.0354

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

Jennifer Diaz - Staff Accountant

Natural Sciences (AS), Santa Rosa Junior College, 2018
Spanish (AA), Santa Rosa Junior College, 2018
Business Administration (AS-T), Santa Rosa Junior College, 2018
BS Business Administration: Accounting, Sonoma State University 2021
Sales and Technical Support, Apple Inc, 2017-2021
Allen Group LLP 2021-Present

Lorra Ienemanivong - Staff Accountant

BS Business Administration
Allen Group LLP, 2022 - present
Dutra Group, AP & AR specialist, 2018 – 2021
Silladda Union 76, manager, 2016 - 2019

Contact Information

707.806.2872

Amar Nahal - Staff Accountant

BA Economics, San Jose State University 2021
Allen Group LLP 2021-Present
Prakash Liquors Inc, Manager 2020-2021

Contact Information

amar@allengroupllp.com 707.859.0355

Irma Olvera - Staff Accountant

BS Business Administration, Sonoma State University 2019
Allen Group LLP, 2018-Present
KPMG, Audit Intern 2018
Boys and Girls Club, Program Coordinator 2016

Contact Information

irma@allengroupllp.com 707.541.6844

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 707.757.8190

Jen Barsuglia - Systems and Training Lead

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

Allie Hole - HR Generalist

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

Misty Wlodarczyk - Office Manager

Allen Group LLP, 2022- present
CW Mechanical- Office Manager/ Human Resources 2010-2022
Bachelor of Science Social Work- Sacramento State University