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Chuck provides tax, accounting and management consulting services to high net worth individuals and privately owned businesses, especially manufacturing, real estate, and service firms.  His clients operate as corporations, partnerships, LLCs and trusts.  His clients appreciate his technical know-how and abiity to see the big picture.  Chuck understands the financial and operational needs of medium-sized businesses.  As a key advisor, he assists owners and management with organizational structure, strategic planning, management information systems, mergers and acquisitions, and corporate finance.  He also specializes in planning and compliance services for individuals.

Robert provides tax, accounting and management consulting services to high net worth individuals and privately owned businesses with an emphasis on manufacturing, real estate owners and developers, restaurants and professional service firms.  His clients appreciate his "roll up the sleeves" and get the job done attitude.  He understands the financial and operational needs of medium sized businesses which enables him to reach out and assist owners and management in strategic planning.  He also specializes in financial tax planning and compliance services to individuals, trusts and estates. 

Trevor Hurst is a licensed CPA with a genuine passion for connecting with clients and providing them with high quality consulting and accountancy expertise. Over the course of his career, Trevor has supported clients from a variety of professional fields including Real Estate, the Wine and Beverage industry, Small Businesses, Non-profits, and Construction.  He enjoys problem solving and finding definitive answers for clients in an effort to maximize their income and ensure they are able to make sound financial decisions.   

Trevor attended Sonoma State University and earned his Bachelor of Science degree in Accounting. While at Sonoma State, Trevor played Division two soccer and lead the team to one conference championship. Trevor has always been interested in Accounting and knew from a young age that he would pursue this as his chosen career.  Trevor started his accounting career as a bookkeeper for Santa Rosa United Soccer Club and Alaniz Marketing in Novato while he was in college. In 2012, after graduating, Trevor was recruited by Zainer, Rinehart, Clarke CPA's where he gained 5 years of experience as a senior accountant working on tax returns and audits before ultimately finding his way to Boerio, LLP in 2018.  He says one of the main reasons he choose Boerio was for the great culture they have; there is a really good work to life balance.  

Trevor was born and raised in Sonoma County and loves all that the area has to offer including exceptional wineries, great dining options and countless hiking trails. In his downtime, Trevor enjoys playing golf, traveling with his wife and swimming with his two daughters, Addison and Harper.

Brad provides accounting and management consulting services to privately owned businesses, especially manufacturing, real estate and financial service firms.  Brad joined the firm in 2000 after directing financial planning for one of the world's largest companies for over ten years.  His clients appreciate his ability to help them grow their business by applying the best practices used by some of the world's most successful companies.  He understands the financial and operational needs of medium sized businesses.  His years of experience in understanding and streamlining business processes enable him to assist owners and management in strategic planning for medium sized businesses.  He is also a key advisor in mergers and acquisitions and corporate finance.  Brad manages the audit and accounting practice at Boerio LLP.

Jeanne has had a varied tax career with more than a few twists and turns. She earned her law degree and master’s in taxation in Denver while working for a large public accounting firm and two independent oil and gas companies. She moved to California in the 80’s and continued to work in tax, splitting her time between public accounting and major companies in the Bay Area, including Levi Strauss and PG&E.

Jeanne joined Boerio in 2013 after having her own tax practice for a few years and grew to focus on working with client families on trust and estate matters as well as individual tax planning and compliance. She especially enjoys the close relationships that develop with clients over years and strives to work with a balance of compassion, humor, and professional advice.

Kathleen provides tax, accounting, research and consulting services to individuals, businesses and trusts.  Kathleen’s clients operate as LLC’s, partnerships, corporations and trusts.  Kathleen specializes in communication, management consulting and tax planning and compliance services between the individual, family business and their trusts.  Kathleen has a “can do” attitude and assists clients in problem solving and creating long-term creative and effective tax strategies for clients.

 Kathleen has a BA degree from San Francisco State and a Masters in Public Administration from  Golden Gate University.  Accounting was her second career.  She took accounting classes and obtained her CPA from Sonoma State.  She worked for a small CPA firm and joined Boerio in 2015.  She enjoys the challenges and varierty of public accounting that Boerio offers.

Richard is a licensed CPA who enjoys problem solving and meeting the needs of clients.  He graduated from the University of Iowa with a Bachelor of Business Administration with a major in Finance and Economics.  Prior to becoming an accountant, he worked in financial services and sales.

 He began his career in public accounting in 2007 and obtained his CPA license in 2010.  His primary focus has been tax, but has some experience in audit and higher education.

 Originally from Iowa, he recently moved to California from Colorado where he lived for 20 years.  In his free time, he enjoys hiking, biking, volunteering, and spending time with friends and family.

Erik is an experienced accountant who enjoys getting to know the business needs of clients and helping them achieve their goals.  He graduated from California State University, Chico with a Bachelor of Science in Accounting.  Erik prides himself as not being your “typical accountant” and enjoys building relationships with clients by getting to know them “outside of the books”. 

He started his career doing both tax and audit engagements but has decided to specialize in tax.  The industries he has worked in have ranged from small farm & construction clients in Northern California, to large tech & real estate companies in the Bay Area and everything in between.

While out of the office, Erik enjoys traveling & trying all the great restaurants & wineries that California has to offer.  Erik also has a passion for reptile-keeping, and hopes to one day spread more information on the keeping of different reptile species.