Principals
 Rachel
Owens
Rachel Owens is a business consultant with over 20 years experience
in financial services. She has helped hundreds of family and closely
held businesses in a variety of areas, including succession planning,
employee benefits, retirement planning, and estate planning.
In June 1997, she earned the professional designation of
Family Business Specialist from the American College. This
designation recognizes the unique needs of family-owned businesses.
Her specialization in family-owned businesses began in 1994,
when
she helped found the Family Business Council at California State
University, Fullerton. In 2000, she received the Small Business
Administration's "Women in Business Advocate of the Year" award.
She currently serves on the board of the Small Business Financial
Development Corporation (SBFDC). The SBFDC is a community
resource for business capital for Orange County small businesses.
Rachel is a curriculum advisor for the University Extended Education
Programs at California State University, Fullerton, and is a published
author and lecturer on succession planning. She is a founding
member and serves on the board of the National Association of
Women Business Owners (Orange County Chapter). Rachel holds a
BA from the University of California, Irvine.
Phone 714-560-9022 • Fax
714-560-0422 •
Rachel@succession-strategies.com
 Bill
Sornstein
Bill Sornstein has been a financial services professional since
1977 and is a specialist in the area of qualified retirement plans.
He founded Benefit Plan Services (BPS) in 1981. BPS provides administrative
and consultative services for pension and profit sharing plans
of closely held businesses.
Consulting with family and closely held businesses for over 20
years, he has assisted clients with succession planning, estate
planning, and retirement planning. As co-founder of Succession
Strategies, he enjoys working with family issues as they relate
to the ongoing health and success of the business. His experience includes leading seminars and workshops, strategic
planning, and facilitating family meetings. He has also published
articles on succession and retirement planning. Bill received
his BA in economics from Pomona College (Claremont, CA) in 1977. Phone 714-560-1679 • Fax
714-560-0422 • Bill@succession-strategies.com
Strategic Partner
 Nicole Queeney, Enrolled Agent
Nicole is the president of SBT Financial Solutions. She is an expert in taxation, IRS procedure and audits. She has successfully handled hundreds of IRS and FTB audits and appeals. Prior to starting SBT, she had her own manufacturer’s rep business selling mass spectrometry equipment and services to research organizations. She is a mechanical engineer by training but accounting and quick books are her passion ("math is more fun when there are dollar signs in front of the numbers").
Phone 714-221-8080 • Fax
714-221-8095 •
nicole@sbttax.com • www.sbttax.com
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