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DAVID ROSE – CPA, CFE

A Stan State Alumni, David graduated with his Bachelor of Science degree in Business Administration with a concentration in accounting. He attended Golden Gate University for graduate coursework and began his career with Hillberg & Company in 2000. Coming in as a CPA, David has a background in auditing business and not-for-profit organizations. As the...
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Robert studied accounting and finance at the University of California, Berkeley. He was the managing partner of the firm from 1988 until 2021. His current focus is on financial planning, estate planning, and business succession goal setting. He provides guidance to clients for some of the most interesting decisions in their lives. In his spare...
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Joe’s interest in accounting was sparked in high school, where he excelled in an elective accounting class, uncovering a familial connection to the field through his grandmother. A defining moment in his career was joining a local CPA firm, which allowed him to engage in diverse responsibilities and deeply connect with clients, diverging from the...
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Daniel is a Partner in the firm who works with closely-held businesses, entrepreneurs, high-income individuals, and retirees. Before joining Hillberg & Company in 2022, he worked for two larger public accounting firms in the San Joaquin Valley where he started his public accounting career in 2006. While he specializes in taxation for agricultural, real estate,...
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William graduated from California State University, Sacramento with honors, obtaining his Bachelor’s degree in Business Administration, concentration in accounting. In his years working in the Public Accounting industry, William has been with Hillberg & Company for 18 years. He enjoys getting to know a variety of business professionals that he is able to help, with...
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Joining the Hillberg & Company team as their first Firm Administrator in 2021, Katrin brings her background in Communication Studies from Stan State to the firm with the goal of cultivating a positive and balanced work environment. Since being at Hillberg & Company, Katrin has learned a great deal about the CPA world and has...
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Bringing a smile and her extensive experience in finance and administration, Lesa has been with Hillberg & Company since 2015. She has been the jack of all trades during her time at the firm. Lesa is a Notary Public and a member of the National Notary Association. She and her husband Sam have 3 kids,...
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Using her degree in Accounting from Stan State, Natalie has been at Hillberg & Company for over 15 years. Loving what she does, her goal is to help and educate all those around, both clients and fellow colleagues while being efficient and fast. Natalie is known to be a Quickbooks expert, as many clients and...
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