With more than 20 years of tax experience, Val advises closely held companies and business owners and their families on income tax, estate tax, business succession, and ownership transition issues.

Val focuses much of her time on food and agriculture businesses, including growers and shippers in the fruit industry. She currently serves as co-chair of the firm's estate tax planning team.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants


  • BA, accounting, University of Central Oklahoma
  • MA, taxation, Golden Gate University