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Meet the Team

Your Collaborative Financial Team

Meet the financial professionals at CPA Financial Advisors. We believe that teamwork and a collaborative environment add a broader perspective to all we do and help us provide better service to our clients. With decades of experience, our team of professionals has helped many clients just like you build and enjoy their wealth, retire well, and leave a lasting legacy.

Ashley Williams

Ashley Williams

Client Services Specialist

(909) 793-3233

(909) 793-3299

Brooke Dinwiddie

Brooke Dinwiddie

Client Services Associate

(909) 793-3233

(909) 793-3299

Claudia Saunders

Claudia Saunders

Office Manager

909-793-3233

909-793-3299

Symphony Fries

Administrative Assistant

(909) 793-3233

(909) 793-3299

Who We Serve

Find out how we support individuals and families just like you.

See If We’re A Fit

Our Approach

Discover our values-driven approach to tax planning and wealth management.

Explore How We Work

Contact Us

Ready to take the next step? Reach out to start planning for a life you’ll love.

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