Montgomery Taylor & Company in Santa Rosa hired Alan Wingate, CPA, as a tax adviser, preparing and reviewing tax returns and assisting clients with tax planning and accounting. A graduate of the University of Colorado, Boulder, he has more than 10 years of experience in accounting, tax preparation and asset management. Another new employee, Seth Howland, is an executive associate, assisting the company with tax preparation, investment management and general office administrative projects. Mr. Howland is a native of Sonoma County, attended Santa Rosa Junior College and is a graduate of Thomas Edison State College.
Banking & Finance
Michael Randolph joined Willow Creek Wealth Management, which has Santa Rosa and Sebastopol offices, as a financial adviser. A fee-only planner since 1984, Mr. Randolph has been a senior financial planner for a CPA firm and had his own financial planning and investment management practice prior to merging with Willow Creek. A certified financial planner, he also holds a master of science degree in financial planning and is a member of the National Association of Personal Financial Advisors and the Financial Planning Association.
Business Journal Publisher Brad Bollinger was elected board chairman of the North Bay Leadership Council. Mr. Bollinger joined the Journal as editor in 2005 when it was purchased by the New York Times Co. Previously, Mr. Bollinger was business editor for Santa Rosa Press Democrat for 15 years. He also serves on boards of directors of the Santa Rosa Chamber of Commerce, Sonoma County Alliance and Empire College and is a trustee on the Ernest L. and Ruth W. Finley Foundation in Santa Rosa.
Patty Garbarino was elected North Bay Leadership Council vice chairman. Since 2000, she has been president of Marin Sanitary Service, Marin Recycling Center and Marin Resource Recovery Center, where she is responsible for policy development and implementation and the overall management and oversight of the operations of the company. In addition to her administrative and management responsibilities, Ms. Garbarino is involved in all aspects of the company’s governmental and community relations as well as the Public Education Program. She has spoken at several national conferences regarding waste and recycling issues and was the first woman president of the California Refuse & Removal Council. She was inducted into the Marin Women’s Hall of Fame in 1999 and has been the chair of six local school bond measures and parcel tax campaigns, benefiting the San Rafael Public Schools.
Commercial Real Estate
Chris Yeakey is a new agent with Coldwell Banker Brokers of the Valley’s commercial division. He graduated recently from Texas Tech University, where he obtained a business degree while playing football. He attended Santa Rosa Junior College.
Ukiah Valley Medical Center added cardiologist David Ploss, MD. He will be joining Adventist Heart Institute in Ukiah, serving residents of Mendocino, Lake, northern Sonoma and Humboldt counties with invasive cardiology and electrophysiology, a specialty used to treat heart rhythm and electrical abnormalities. Dr. Ploss is relocating from Eureka, where he led the Pacific Heart Group in Eureka to become the largest cardiology practice in Humboldt County.
Mia Shirley joined Friedemann Goldberg, LLP, as an associate attorney. A native of Healdsburg, she was previously employed by the firm before attending law school. Ms. Shirley completed her undergraduate work at the University of California, San Diego, then attended William & Mary School of Law, graduating cum laude in 2013. During law school, she worked as an intern with the U.S. Department of Commerce and in the Washington, D.C., office of the Attorney General. Ms. Shirley will practice in the areas of banking and business law, commercial litigation and real estate.
Jason Vargelis joined the board of directors for Buckelew Programs. Mr. Vargelis is an attorney living in Marin and practicing in Santa Rosa, with a focus on affordable housing tax credits. He is a partner at Carle, Mackie, Power & Ross, LLP. He brings finance experience and a desire to support the community through Buckelew and its services, which include behavioral health, housing and employment.
Tourism & Hospitality
Les Clefs d’Or USA awarded Jim Anderson, chief concierge at the Fairmont Sonoma Mission Inn & Spa and an accredited sommelier, membership into the elite organization. Les Clefs d’Or is French for “keys of gold.” He is among three Sonoma County concierges to receive the distinction. Selected for membership based upon their training, outstanding service delivery, community outreach and involvement, Mr. Anderson joins an elite group of U.S. concierge professionals (about 500) who share this appointment.
Joining the Sonoma County Vintners board of directors are Pete Seghesio of Journeyman Wines and Kim Stare Wallace of Dry Creek Vineyard. Re-elected board members were Joel Peterson of Ravenswood Winery and Caroline Shaw of Jackson Family Wines. Officers for 2014 are Corey Beck, Francis Ford Coppola Winery, president; Dan Kosta, Kosta Browne Winery, vice president; Russ Joy, Patz & Hall Winery, secretary-treasurer; Dan Goldfield, Dutton-Goldfield Winery, foundation president; Caroline Shaw, Jackson Family Wines, foundation vice president; and Steve Messinger, Vinum Exports, international chairman. Other board members are Jeff Bundschu, Gundlach Bundschu Winery; Gerry Forth, Forth Vineyards; Stan Fridstein, Mulberry Trample Wine Brokerage; Matt Gallo, Gallo Family Winery; Bahaneh Hobel, Esq., Dickenson, Peatman & Fogarty; and Dan Wildermuth, Rodney Strong Vineyards.
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