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 Wine 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 - Senior Manager

BS Business Administration, Sonoma State University 2001
Active California CPA license issued 2008
Allen Construction 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 - Senior Manager

BS Business Administration, Sonoma State University
Allen Wine Group, 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 - Senior Manager

BA Business Economics, UC Santa Barbara 1992
MBA Wine Business Institute, Sonoma State University 2018
Allen Wine Group, 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 - Accounting and Operations Manager

BS Business Administration, Sonoma State University 2008
Active California CPA license issued 2016
Allen Wine Group, 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

Justin Nuzum, CPA - Accounting Manager

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

Jessica Echeverria - Senior Accountant

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

Isaiah Fitzgerald-Palacio - Senior Accountant

BBA Accounting, Coles College of Business, Kennesaw State University 2010
MBA Wine Business Institute, Sonoma State University 2020
Allen Wine Group, 2020-present
Isaiah Fitzgerald Bookkeeping, owner 2019-2020
Small Vines Wines, Harvest Intern 2019-2020
Young and Yonder Spirits, tasting room and office support 2019-2020
National Park Service, leadership, business, and financial management 2009-2019

Contact Information

Trevor Gholson - Senior Accountant

BA Communication, UC Davis 2010
Post-Baccalaureate Certificate Program in Accounting, UC Berkeley Extension 2020
Allen Wine Group, 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 Wine Group, 2018 - present
Pisenti & Brinker, staff accountant 2017 - 2018
Kaleidoscope Digital Marketing, customization consultant 2015 - 2018
Dillwood Burkel & Millar LLP, intern 2016

Kyle Milner - Senior Accountant

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

Contact Information

Susan Nuzum - Senior Accountant

BA Economics, UC Davis, 2003
Allen Wine Group, 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

Stephanie Sims - Senior Accountant

BS Viticulture & Enology, Minor in Managerial Economics, UC Davis 2007
Allen Wine Group, 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

Ying Song - Senior Accountant

BS Computer Science & Technology, Bohai University 2006
MBA Dominican University 2008
Allen Wine Group, 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 Wine Group, 2017 - present
Keller Williams Realty, accountant 2017
Rigetti Quantum Computing, office manager 2016 - 2017

Jen Barsuglia - Staff Accountant

Santa Rosa Junior College, 2010
Allen Wine Group, 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

Tonya Crews - Staff Accountant

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

Irma Olvera - Staff Accountant

BS Accounting, Sonoma State University 2019
Allen Wine Group, 2018 – present
KPMG, audit intern, 2018
Boys & Girls Club, program coordinator, 2016

Contact Information

irma@allengroupllp.com 707.806.2273

Lucy Sawtell - Staff Accountant

BS Communications & Psychology, University of Miami 2003
MPP Economic Development, UCLA 2011
Accounting Certificate, Accounting, Santa Rosa Junior College, 2014
Allen Wine Group, staff accountant, 2020 – present
Anesthesia & Analgesia Medical Group, Inc., financial data analyst 2017-2019
Altus Equity Group, bookkeeper, 2017
Spring Mountain Vineyard, bookkeeper, 2016
Anesthesia & Analgesia Medical Group, Inc., payroll & accounts payable, 2015-2016

Contact Information

lucy@allengroupllp.com 707.757.8190

Allie Hole - Office Manager

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