Bio
With more than 10 years of experience, Connie focuses on tax planning for high net worth family groups. She takes pride in developing long-term relationships that help clients build generational wealth and educate younger generations on how to preserve their assets.
Prior to joining Armanino, Connie worked at Andersen Tax, PwC and Seiler LLP, where she gained a wide range of experience in her field. As part of Armanino’s Tax National Office for estate, gift and trust, Connie plays an integral role as co-leader of the San Ramon estate, gift and trust team.
Connie is a member of the American Institute of Certified Public Accountants (AICPA) and CalCPA. She holds the Certified Public Accountant designation and earned a B.A. in economics from the University of California, Berkeley.
Experience
