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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 QueeneyNicole 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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