Our Team

Founder

Sherie Dodsworth, CEO, is a Certified Public Accountant with over 33 years of experience serving in a number of senior financial roles. She has been a CFO, managing director and principal in industries ranging from investment management, semiconductor, e-commerce and venture capital. Sherie has also served as Chairman of the Board of Borel Private Bank and Trust from June 2004 until May 2011.

Sherie is passionate about helping others be prepared and organized. She works closely with members of the National Association of Professional Organizers and Senior Move Managers to assist them in educating the public about organizing documents and preparing for emergencies.

Advisory Counsel

Kathryn E. Brown

Founder and President of Brown Insurance Services of Los Altos, specializing in Employee Benefits and Individual plans since 1973. Member of Silicon Valley Association of Health Underwriters and serves on advisory committees to several insurance carriers.

Martha E. Kambe

Founding Partner of Kambe & Mahan, Los Altos CA. Certified Public Accountant since 1979 specializing in estate and tax planning for individuals and business tax and accounting services. Active member of the California Society of CPA’s and a member of the AICPA.

Mathew O’Donnell

Founding Partner O’Donnell & Associates, Palo Alto, CA. Juris Doctorate from San Francisco Law School. Estate Planning attorney specializing in planning for asset preservation, probate avoidance, long term care benefits and tax reduction. Member of the State Bar of California.

Dennis Young

Founding Partner of Young Craig & Company, Mountain View, CA. Certified Public Accountant since 1969 with expertise in real property transactions and tax planning for individuals and business. Active member of the California Society of CPA’s and a member of the AICPA.