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

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

Brent Garrison - 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

Contact Information

brent@allengroupllp.com

David Flanary - Senior Manager

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

Contact Information

david@allengroupllp.com

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

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

Jennifer Brown, CPA - Accounting Manager

BS, Sacramento State University
Active California CPA license issued 1998
Allen Group LLP, 2022 – present
Peterson Mechanical, Controller, 2018 – 2021
Continental Supply, Controller, 2007 – 2018
WDC Exploration & Wells, Controller, 2005 – 2007
Golden State Utility, a Quanta Services company, Controller, 1998 – 2005

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

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

Brett Crockett, CPA - Accounting Manger

BS Business Administration, University of Illinois at Champaign-Urbana, 1994
Active California CPA License issued 2007
Allen Group LLP, 2022-Present
Biosearch Technologies Inc., Accounting Manager 2017-2021
Pacific Union International, Assistant Controller 2016-2017
Pattern Energy Group, Senior Accountant 2013-2015
KKR Accounting Services, Senior Accountant 2011-2013
Reliance Globalcom, Senior Accountant 2007-2011

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

Alexandra Mondragon - Senior Accountant

BS Business Administration, Sonoma State University 2017
Allen Group LLP, 2021 – Present
TLC Child & Family Services, Accounting Manager 2020-2021
Pisenti & Brinker LLP, Senior Associate 2017 -2020

Contact Information

amondragon@allegroupllp.com

Natascha Poteet - Senior Accountant

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

Contact Information

natascha@allengroupllp.com

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

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

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

Contact Information

jennifer@allengroupllp.com

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

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 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

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 - Resource Allocation Lead

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 - 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