Athena has over 10 years of experience providing tax planning and compliance services to high-net-worth individuals and their related businesses, estates, and trusts. She specializes in tax consultation to help clients achieve their estate planning, gifting, and charitable giving goals, serving clients in the real estate sector.
Athena holds a Master of Business Taxation from the University of Southern California and a bachelor's degree in accounting, cum laude, from California Lutheran University. She is a member of the American Institute of Certified Public Accountants.
American Institute of Certified Public Accountants
California Society of Certified Public Accountants
MBT, University of Southern California
BS, Accounting, California Lutheran University, cum laude
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