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About Us

David Gonzales

Daniel Mahoney

Lorelei Gonzales
Paradise Valley, Arizona
lorelei@caliber-advisors.com

Warren Stell

Todd Brown

Brenda Halpain

Reg Sanderson

Lorelei Gonzales

Executive Summary

A seasoned accounting professional with private and public experience (former CPA) focused in working with entrepreneurial companies. Experienced in creating accounting systems, accounting controls, cash management, information systems and re-creating records from historic and source documents.

Professional Experience Summary

Vice President and Co-Owner (Private company experience)
2002– Present

Worked in concert with high risk investors to install accounting systems with acquired companies and to evaluate systems of proposed investments. Experienced in several common accounting systems for small/medium business and has developed custom management information systems relevant for the business type and identified requirements. Experienced in lender reporting and tax planning issues.

Accounting (Public and Large corporate)
1979– 1994

Extensive experience in a Big Four accounting firm focused on entrepreneur tax reporting, planning, real estate accounting, partnership accounting, and estate planning.

Certified Public Accountant that independently managed high profile relationships and managed a staff of other accountants in complex assignments requiring significant client interface and management.

Tax professional in Fortune 100 level companies focusing on Oil and Gas accounting and tax planning. Managed outside audits and worked with CPA firms to confirm tax liabilites.

Education

1979 BA, Economics and Accounting, Midwestern State University, Wichita Falls, Texas
1988 Masters in Business Taxation, Golden Gate University, San Francisco, California
1989 – 1997 Member AICPA and California Society of CPA’s
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