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Windes

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About

Windes, based in southern California, is a leading audit, tax, and advisory firm for growth-oriented small and midsized privately held companies, nonprofit organizations, and high-net-worth individuals.

Administration Team

Craig M. Ima, MBA
Chief Marketing Officer
Dennis R. Hadeen, CPA
Chief Financial Officer
Eileen K, Harris, Esq.
Chief Human Resources Officer
Marta Pardo, PHR, SHRM-CP, PAFM
Director of Operations/Administration
Rebecca S. Christiansen, CPA, MST
Director of Operations/Information Technology

Executive Team

Christy E. Woods
Partner-in-Charge, Tax & Accounting Services - Long Beach
Guy A. Nicio, CPA, MST
Partner - Chairman, Tax & Accounting Services
Jeffrey S. Fields
Partner-in-Charge, Tax & Accounting Services - Irvine
Michael J. Barloewen, CPA, CGMA
Partner - Chairman, Audit & Assurance Services
Therese S. Cheevers, APA, ERPA
Partner - Chair, Employee Benefit Services

Partners

Allen L. Basso
Partner, Tax & Accounting Services
Donita M. Joseph
Partner, Tax & Accounting Services
Edward A. Fazio
Partner, Tax & Accounting Services
Gordon E. Michie
Partner, Tax & Accounting Services
Jeffrey H. Parsell
Partner, Audit & Assurance Services
Kevin H. Wiest
Partner, Tax & Accounting Services
Lance G. Adams
Partner, Audit & Assurance Services
Lisa Carrick
Partner, Audit & Assurance Services
R. Lee Haight
Partner, Tax & Accounting Services
Robert B. Henderson II
Partner, Tax & Accounting Services
Robert J. Lorenzetti
Principal, Tax & Business Advisory Services
Robert M. Corbin
Partner, Tax & Accounting Services
Robin K. Massingale
Partner, Tax & Accounting Services
Samantha Graboff
Partner, Audit & Assurance
Scott H. Harada
Partner, Tax & Accounting Services
Scott J. Dionne
Partner, Audit & Assurance Services
Sean K. McFerson
Partner, Tax & Accounting Services
Susan A. Laputz
Partner, Tax & Accounting Services
Thomas F. Monaghan
Partner, Tax & Accounting Services
Timothy J. Good
Partner, Tax & Accounting Services
Tom Huey
Partner, Audit & Assurance Services
Douglas Beaver
Partner, Tax

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Team announcement

Windes Promotes Lisa Carrick and Samantha Graboff to Partner

Windes Promotes Lisa Carrick and Samantha Graboff to Partner

Leading California accounting and advisory firm Windes, announced the appointments of Lisa Carrick and Samantha Graboff as partners in its Audit & Assurance Services department, effective July 1, 2020. Both Carrick and Garboff will report directly to Windes Managing Partner Jim Cordova. Carrick joined the team at Windes in 2004. Since joining, she has served clients in a wide range of industries, including manufacturing, distribution, construction, professional services, transportation, trade, and nonprofit organizations. Her practice includes financial statement reporting, evaluation of internal controls, and business consulting services for privately-held companies. Carrick earned her BA in Business Administration and Management from California Polytechnic State University, San Luis Obispo. Graboff joined the Windes audit department in 2017 and services a wide range of industries, including manufacturing and distribution, real estate, and professional service firms. Graboff is responsible for all stages of the audit process, including planning, risk assessment, evaluation of internal controls, and financial statement reporting. She graduated from San Diego State University in 2004 with a BA in Accounting. “These are well-deserved promotions for Lisa and Samantha,” says Cordova. “They have been instrumental with leadership roles in the firm’s Employee Benefit Plans Audit practice, and both possess highly technical expertise in this specialty niche service. We look forward to the direction and growth that they will bring to our Audit & Assurance Services practice.”

Team announcement

Windes Elects James Cordova as Managing Partner

Windes Elects James Cordova as Managing Partner

Leading California accounting and advisory firm Windes, announced the appointment of James Cordova as Managing Partner after an election by the firms partners. Cordova will succeed John Di Carlo, who will transition to the Windes' board of directors. In his new role, Cordova will manage the executive team at Windes. "As with my predecessors who have approached the firm's mandatory retirement age, we have planned this change of leadership for the past two years," says Di Carlo. "It has been an honor and a privilege to serve as the firm's managing partner. I am pleased that I will be continuing my professional relationships with clients, colleagues, and friends of the firm. The firm's excellence in technical ability and client service will flourish under Jim's strong and capable leadership." Cordova, who joined Windes in 1991, becomes the firm's eighth Managing Partner since being founded 96 years ago. Since joining Windes, Cordova has been instrumental in the firm's growth. He most recently served as the firm's chairman of the Tax & Accounting Services department, a position he has held since 2008. "I'm grateful for John's leadership these past eleven years as we have grown the firm with two successful mergers, transformed the Windes brand, and instituted progressive workflow processes," says Cordova. "I look forward to continuing to improve and grow the firm. I am confident that the firm will continue to thrive during these unprecedented times."

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