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Certified Public Accountant, Enrolled Agent, Financial Advisor, Insurance License #0728219, Real Estate License #00849561 

Bobbi’s professional career has spanned a wide range of financial roles and responsibilities, including overseeing over $1.5 billion of the County of San Diego’s budget and acting as the chief negotiator for contracts involving hundreds of millions in public funds.

After retiring from government service, Bobbi took time to travel, play lots of tennis, and taught skiing for a few seasons at Mountain High. When his youngest son, Benjamin, wanted to become an accountant, Bobbi joined him in college to give him some competition. They both graduated summa cum laude with degrees in accountancy, obtained their CPA licenses, and formed Koala Financial to help business and individual clients with all their income tax, accounting, and financial planning needs. Bobbi is working on fluency in Spanish.

Bobbi’s professional passion is helping and guiding our clients become financially secure and independent through tax-advantaged strategies and investments, while supporting a family-centered office environment.

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Ben graduated summa cum laude with a degree in accountancy and worked for six years as an accountant with the County of San Diego before founding Koala Financial with his father. Ben is an attorney, Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter (CLU®), Personal Financial Specialist (PFS™), and real estate agent (DRE #01997240). He is a San Diego native and loves exploring the beautiful outdoors here with his wife and their three children. Ben spends some of his weekends serving as an officer in the California Air National Guard. He is also actively involved with the Chula Vista Rotary Club.

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Alexander Wymore earned his master’s degree in business with a perfect 4.0 GPA while serving as a captain in the Army. He retired from the military to turn his management and leadership skills toward accounting, financial planning, and business development. He cares deeply about the success of each of our clients.

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Veronica started working at an accounting firm back in 2016 as an administrative assistant and afterwards learned all the ins and outs of an accounting office and tax returns before earning her CPA license. She has performed bookkeeping services and prepared tax returns and financial statements for entities of all types and sizes. She has also successfully represented many taxpayers before the IRS and FTB and helped with the formation and liquidations of many entities. She is originally from Italy, has lived in various continents and is fluent in Italian, English and Spanish. In her spare time she likes to craft new things, explore our beautiful county and find hidden gems around town.

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Diego is our Senior Accountant. As an Enrolled Agent and CPA Candidate, Diego is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service (IRS) in matters including audits, collections, and appeals. He holds a Master of Science in Accountancy with a specialization in Taxation and demonstrates advanced expertise in both compliance and strategic tax planning. In addition to his tax and accounting responsibilities, Diego automates and manages the firm’s technology and information systems, ensuring operational efficiency and keeping our practice on the forefront of innovation.  

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Veronica earned a B.S. in accounting from ITSon. She began her career as an associate at KPMG before becoming the chief accountant and manager of a private accounting firm. As part of the Koala Financial team she does tax preparation, accounting, and financial services support. Veronica is a CTEC Registered Tax Preparer (CRTP). She is fluent in Spanish. Koala Financial is fortunate to have such a talented and caring professional on board.

Berenice graduated with a law degree from the Autonomous University of Baja California (UABC) in 1994. She began her career as an associate of Zazueta Montano, chief of law at a private law firm. She continued her profession specializing in law in private and government corporations as a chief legal officer. Berenice worked as a renowned social services worker in San Diego County, monitoring human rights for communities. She knows and cares about each client, making sure each one receives the time and service they need. Berenice has been a CTEC Registered Tax Preparer (CRTP) since 2012 and a Notary Public Commission since 2016. She has been a professor at the Diocese of Tijuana for the preparation of university seminarians since 2021. She speaks Spanish fluently. Koala Financial is fortunate to have such a talented, caring, professional, and kind soul in the office.

Sandra is the heart of our office. She knows and cares for every client, making sure that each gets the time and service they need. She manages our quality control – reviewing, compiling, transmitting, and archiving client returns and documents. She keeps everything working smoothly here. Sandra is fluent in Spanish.

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John is an Enrolled Agent and has been in the financial services industry since 1994. He is also a licensed Real Estate Broker (DRE# 01268605) with the State of California Bureau of Real Estate since 1999, and founded Premier Home Loans, Inc. (NMLS# 1460516) in 2014. John has worked in both the retail and wholesale side of lending, which allows him a complete understanding of the industry. John has worked directly with consumers in residential mortgage loan origination and residential real estate sales. He graduated from Point Loma Nazarene College in 1990, with a BA in Business Administration, and later received a Masters of Accountancy from National University in 2011.