Our Expertise & Team

Team Members

Meet Our Experts

Larry Lerner

CEO & Founder

Allie Finchum

Tax Department Manager

Amy Cerros

Senior Bookkeeper

Brandy Albanese

Business Management Assistant

Brianna Finchum

Director of Business Managment

Dylan Tretter

Tax Administrative Assistant

Emilee Osterman

Receptionist

Estrella Krause

Tax Administrative Assistant

Jane Shi

Senior Bookkeeper

Jill Knight

Senior Bookkeeper

Lillian Patterson

Senior Bookkeeper

Lisa Troop

Bookkeeper

Melinda Harmon

Tax Department Coordinator

Myranda Mager

Business Manager

Susan Funk

Bookkeeper

Wendy Mortensen

Senior Account Manager

Taylor Finchum

Receptionist/Marketing Coordinator

Since joining ABMG in 2016, I have embraced various roles that have deepened my understanding of the company's inner workings. I take great pleasure in onboarding new clients and currently oversee the tax department. My focus is on continuously evaluating our processes to enhance efficiency and productivity within the team.

I take pride in being a dedicated tax "Concierge" for our clients, ensuring their needs are met with the utmost care and precision. My passion for client service is evident in my approach, as I strive to provide tailored solutions and exceptional support.

Having been born and raised in San Diego, I have a deep appreciation for the outdoors, often spending my free time cycling through the beautiful landscapes. Additionally, I find joy in baking and indulging in the latest Korean dramas, which offer a delightful escape from the daily hustle.

My journey at ABMG has been both rewarding and challenging, and I look forward to continuing to contribute to our collective success.

I was born and raised in San Diego County, and I am married with 2 kids. My favorite escape is the Yosemite National Park backcountry where we backpack every year. But most of the year you will find me mountain biking the local trails. Before joining the ABMG, Inc. family in June 2015, I worked as an office manager and controller for a commercial construction company. I enjoy working with clients to get their books in order, so they have the information they need to make good business decisions. There is so much satisfaction helping business owners with all their accounting needs so they can focus their time and energy growing their business and making it successful.

I was born and raised in San Diego County and bring over 20 years of experience in Customer Service and Office Management, along with a wide range of administrative support expertise. I became part of the ABMG family in February 2021 and am passionate about continuous growth and learning new skills. In my free time, I love reading, camping with my family, and enjoying bike rides along the beach.

I found my love for numbers, and reconciliation, in high school where I took Accounting 1 & 2 and went on to work as a bank teller. From there, I went to work for a national homebuilder where I started as the receptionist and worked my way up to Financial Analyst. When the 2008 recession hit home builders, I moved on to a commercial builder as the Staff Accountant. In August 2014, I started working for ABMG and am grateful to be part of an amazing team. When I’m not helping clients, I am spending time with my two daughters, friends, and family. I was born and raised in Southern CA and currently reside in sunny Carlsbad, CA so you can usually find me at the beach with a good book in hand.

I joined the ABMG team in early 2024 and am excited to continue growing and learning with this company. I enjoy using my problem-solving skills to overcome any obstacles that arise in my line of work.

In 2019, I married my beautiful wife, and we adopted two dogs together. In our free time, we volunteer to help areas that have been affected by disasters. We also enjoy traveling and experimenting with new recipes in our kitchen.

A former east coaster, now a SoCal girl. I joined the ABMG family in January 2024. I formally worked in the financial industry and have over 18+ years customer service and office management skills. I work also as a travel agent and manage my personal vacation rental in Baja. I love to travel and have been to many corners of the world! In my free time I love to garden, visit the mountains, snowboard, and paddleboard off our gorgeous San Diego shoreline!

I am a graduate of San Diego State University and Palomar College. I have been working at ABMG since late 2019. I work in the tax department by helping clients with their tax returns and with corporation set up and dissolution. In my free time I love traveling, camping, and hiking with my husband and two dogs.

I studied how earthquake waves travel through the earth at a young age and had a fun job ediitng for a scientific magazine called "Progress in Geophysics" for a couple of years. Maybe not a lot of people know exactly what geophysics is about, so I switched gears to crunch numbers for the last 20+ years in the financial industry and investment banking services. Happily married with two boys. Life has been good, and I am very grateful. From Long Island, New York, to San Diego, California, it's another journey for me. I love nature and am never tired of exploring interesting new places. I enjoy cultural dancing for fun, DIY arts and crafts... all because once someone told me that anyone could be an artist! I'm very detail-oriented and analytical. So hear I am, happily joining the ABMG Family in 2022.

Jill Knight brings over 20 years of accounting expertise to ABMG. Originally from Southern California, Jill earned her bachelor’s degree in accounting and business management from San Diego State University. In 2010, she relocated to New York, where she gained valuable experience working with various tech companies and an accounting firm that specialized in structuring fast-growing, newly seeded businesses. Jill thrives on helping companies build the financial foundation they need to succeed. Outside of work, she enjoys spending time outdoors with her dog, whether hiking, relaxing at the beach, or camping.

(Hablo Español)

I am one of five siblings who grew up enjoying numbers and discovered the passion for accounting as early as seventh grade. My focus while in college was majoring in Accounting with a minor in Spanish. At the age of 20 years old I started as an intern and shortly after I joined the ABMG team. Within a year I was able to reassure that the accounting industry was the right decision for me. My objective is to use all available resources and my knowledge to give you peace of mind so you can concentrate on your day to day activities. Off duty, I enjoy the beach and I’m slowly starting to pick up running, reminiscing on those track and field days.

I am a second-generation San Diegan and currently enjoy living in Oceanside. When I’m not working, I enjoy solo road trips and camping and spend a lot of time on the California Central Coast. It’s truly my happy place! I have a niece and two nephews, and I love being the “fun aunt”. Early on I was inspired to pursue a career in retail management and enjoyed working with a variety of people, coaching my team, and driving results. I bring over 30 years of customer service to my role at ABMG and strive to exceed my client’s expectations. I have a passion for organization. I believe that outer order contributes to inner calm and that attention to detail makes all the difference. I feel fortunate to be a part of the ABMG team.

I have been a member of the ABMG family since August 2021. I previously worked in the medical field, but post-pandemic decided to take a different path. I have never looked back.

I am a transplant from the East Coast. I have lived in California for 25 years, currently residing in Oceanside with my husband and fur baby.

I love travelling to Colorado to hang out with my granddaughter and to Maryland to visit my parents and family. Here at home, I enjoy time at the beach as well as walking, reading, and crafting.

On the job, I am dedicated to assisting our clients with their tax-related matters and ensuring they receive the best possible support. I am proud to be part of a team that strives to provide a positive experience for our clients, because let’s be honest…no one likes income tax. 😊

I have always had a love of numbers and problem-solving. I came to ABMG with years of Customer Service and Managing Businesses. I am excited each day to keep my Clients organized and fix any problem that comes my way. I am thrilled to be a part of the ABMG team!

I started here in September of 2023. When I am not working hard, I am spending time with my Husband, probably trying to find yet another amazing restaurant ... we are total foodies. And of course, when we are home, we are loving on our beautiful Puppy Mia; she isn’t a puppy anymore, but don’t tell her that! 😉

I am a California native.
I am the mother of 2 amazing young adults.
I love working at ABMG, it isn’t just a job, it is another family.
Each of my bookkeeping clients are an extension of my work family.
Their needs are personal to me.

I am a Southern California native growing up in the San Gabriel Valley. After graduating from Pasadena City College, I went to work in the family printing company. When that closed, I started my own business doing bookkeeping work for multiple companies. That moved into becoming a full-time office manager and bookkeeper for an international film production and distribution company. During my time there we produced the Academy Award-winning Movie “Narc.” Since leaving I have been working full-time in daily business management for shopping center owners and multiple medical professionals. When I am not working, I’m the best Aunt ever (that’s what the mug says) to my 9-year-old nephew and 6-year-old niece.

When I joined ABMG in December of 2023, I came from working as a supervisor in the events department at a resort. To say the least, ABMG is a change of pace, but my career in hospitality & genuine interest in people prepared me for making sure all our clients are happy & satisfied. The finance world is definitely a learning curve, but I’m more than ready to learn! Aside from helping in the tax department, I handle all social media & marketing for our team, & I am the self-proclaimed office barista. Stop by our Carlsbad office for a latte!

When I’m not working, I spend most of my time volunteering, at the beach, or making fun recipes with my boyfriend.