As Ohana’s Intake Coordinator, Erica serves as the primary point of contact for individuals interested in our services. She receives initial inquiries, provides information on our company and the services we provide, and determines appropriate next steps for the intake process. For individuals seeking our services in their long-term estate planning, Erica guides them through the process of setting up their file with us.

Erica holds a Bachelor of Arts in Mass Communications from University of West Georgia.

Kathy Sampaga

front desk reception

As Ohana’s Receptionist, Kathy is the first person callers and visitors interact with. She answers the phone and greets visitors. Kathy also processes incoming and outgoing mail, and assists with supplies management and filing.

FINANCIAL ASSISTANTS

Our Financial Assistants support our Account Managers by handling many of the daily tasks the Account Managers are responsible for. This includes tasks such as reviewing recurring payments and cash balances, preparing incoming funds for the Accounting Department, performing the initial review on all reports, composing letters and correspondence, completing investment and bank account paperwork, and organizing and delivering tax files to CPAs for tax return preparation.

The following individuals are our valued Financial Assistants.

Nash Cogan

Financial Assistant

Nash holds a Bachelor of Arts degree in Business Administration from Washington State University.

Oliver Lee

Financial Assistant

Oliver holds a Bachelor of Arts degree in Business Administration with a concentration in Finance and Management from the University of Washington.

ACCOUNTING STAFF

The members of our accounting team are reponsible for performing services critical to the operations of our company. They setup and maintain client accounts in our accounting system. They post all activity that occurs on our clients accounts, including the addition and removal of assets, investment activity, bank activity, and manage recurring payments and deposits in the system. They handle the generation of all disbursements that go out each week, whether by check, ACH or wire transfer. They process all funds coming in for our clients, whether received electronically or by check. They are responsible for the preparation and reconciliation of all reports that go out to our clients. Lastly, they assist with the preparation of our clients’ tax returns, either by preparing tax reports for outside tax prep, or by doing initial input on tax returns prepared in-house.

The following individuals are the valued members of our accounting team.

John Norris

accounting MANAGER

As one of our Accounting Managers, John has primary responsibility for the following areas within our Accounting Team:

• Incoming client receipts

• Investment posting

• Asset maintenance

• Accounting system maintenance

• Regulatory compliance

• Client billing

John holds a Bachelor of Science in General Business from University of North Texas.

Magaly R. Rodriguez

accounting manager

As one of our Accounting Managers, Magaly has primary responsibility for the following areas within our Accounting Team:

• Outgoing client disbursements

• Contact maintenance

• Client report preparation

• Bank reconciliations

• IRS 1099 reporting

• Income tax payments

Magaly holds an Associate’s Degree in Accounting from Edmonds College and an Industrial Engineering degree from the University Inca Garcilaso de la Vega in Lima, Peru.

Barbara Waterhouse Fulp

TAX AND ACCOUNTING Assistant

Barbara has been working part time at Ohana since 2014, to assist with preparation of client financial reports and organization of documents needed for each client’s income tax return. She also provides support to our accounting department.

Margaret Stepaniants

accounting ASSOCIATE

Bachelor of Arts degree in Accounting and Finance from Western Washington University.