The perfect team for your financial needs.
Anthony C.C. Mar, Managing Director
Mr. Mar has over 30 years of experience in executive management of accounting, tax and strategic corporate financial planning. His experiences include tenures as Chief Executive Officer, Chief Financial Officer, Controller, Tax Accountant and Internal Revenue Service Agent. He has currently designed, developed, implemented strategic financial and transition plans for many clients in the San Francisco Bay Area and across the country. Mr. Mar is a graduate of The University of San Francisco. He received Bachelor of Science Degree in Accounting and Finance.
Rachel Scalise C.P.A., Associate Principal
Rachel has worked in the accounting industry for over 15 years. She joined our team at AM Advisors in 2004. She has served as Accounting Supervisor, Audit Associate, Senior Audit Associate, Senior Financial Analyst and Program Controller with Price Waterhouse. Her background in public accounting provides a framework that allows her to identify and resolve complex accounting issues. Rachel has worked extensively in “hands on” accounting positions, including budget preparation and analysis and the development and implementation of internal control systems. Her skills and experience in accounting, finance and management brings AM Advisors a valued team member as a leader with technical issues and team management. She received her Bachelor of Science degree in accounting from Santa Clara University.
Y.F. Cheung, Associate Principal
Y.F. Cheung has an extremely impressive background in the areas of business and financial analysis. His experience in the reorganization of accounting operations alone has produced amazing results for the companies with whom he has worked. He has also developed methods to monitor and improve operational performance, prepared short and long term financial plans, designed plans to improve decision making processes. His analytical talent has also been applied to market and demographic studies. He has working experience in the Far East, Australia, the Pacific Islands and Indonesia. Mr. Cheung has a Masters Degree in both Business Administration and Economics. He has been with AM Advisors since 2003 and is a valued team member. In his free time, Mr. Cheung enjoys volunteering and helping senior citizens.
Shazia Aslam, Senior Analyst
Shazia graduated from University of Michigan with a bachelor’s degree in Communication and Business. In 2015, she obtained an Advanced Certificate in Human Resource Management from California State University. She brings over 10 years of experience in Human Resources, Payroll and Employee communication in small to midsize companies. With her previous experience at University of Michigan, Kumon North America, Peoples Education Inc. and ACORD, she brings a high level of professionalism and Human Resource expertise to AM Advisors. In her free time, Shazia enjoys reading books and spending time with family and friends.
Ann Hoang , Associate Analyst
Ann graduated from California State University, Hayward with a bachelor’s degree in finance. She joined our team at AM Advisors in 2006 as an Accounting Analyst. She has been involved with many of our most successful cases at AM Advisors. After graduation she worked at Albertson's as a store accountant. The organizational and corporate skills she gained at Albertson’s makes her a valued team member of AM Advisors who stabilizes, maintains and resolves issues.
Keely Ariana, Senior Analyst
Keely graduated from Miami university of Ohio with a Bachelor of Science in Business Administration. She joined our team at AM Advisors in 2008 as an Accounting Analyst. She brings over 20 years of experience in a multitude of business applications from small entrepreneurs to large corporations. Her most recent position as office manager at a landscape architecture firm encompassed all accounting functions. The organizational, accounting and corporate skills from small to large companies makes her a valued team member of am advisors who stabilizes, maintains and resolves issues in all different types of environments. In her free time, Keely enjoys hiking, knitting, reading and supporting her kids' sports teams.
Peter Counts, Technology Advisor
Peter graduated from Stanford University with a Bachelor of Science in management science and engineering. He has held a variety of roles in the technology industry including analyst, product manager, and business development representative. Most recently Peter led software initiatives for technology companies in the education and DevOps sectors. His specialty focuses on analyzing and revamping or technological solutions. In his free time, Peter enjoys fly-fishing pickup-basketball, and rooting for the San Francisco Giants.
Yazhi Lou, Accounting Analyst
Yazhi graduated from Langara College in Vancouver, Canada with a Bachelor's degree in Business Management and in 2018 she joined AM Advisors as an Account Analyst. She previously was a Senior Call Centre Quality Assurance Coach at Coastal Contacts in Vancouver. Yazhi is keen in data management, quality assurance, correlation analysis and is well versed in strategic coaching. These skills are highly valuable to AMA and their clients, specifically her specialization in quality control and attention to fine detail. In her free time, Yazhi loves to shop and spend time with her two yorkies: Hailey and Sunny.
Aspen Alvez, Accounting Analyst
Aspen is a recent grad from University of San Francisco with a Bachelor’s of Science in Mathematics. During her time at University of San Francisco she played on the club volleyball team as a Libero/DS where they won the 2017 National Championship. She was also a part of Kappa Alpha Theta at University of San Francisco where she held an executive role on the Leadership Committee organizing events for her chapter. She has experience working with First Class Service Trucking Company in Tracy, CA doing Quickbooks data entry and tracking invoices. On a personal note, Aspen is quirky, loves to read books, and enjoys some tasty food with a glass of wine.