Administrative Staff
- Debbie Cooper
- Michael Ausman
- Cassie Axford
- David Nguyen
- Kathleen Quinn
- Kenny Luu
- Megan Guild
- Maria Martinez
- Lisa Jo
- Marissa Baker
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Debbie Cooper Firm Administrator |
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| Professional Experience | ||
| Debbie manages all administrative services and firm operations for the Talley Group of Companies. Her specialty areas include strategic planning, operational improvement, profit enhancement, and business process innovation. | ||
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Michael Ausman Director of Project Management |
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| Professional Experience | ||
| Michael is the Director of Project Management for Talley and has been with the company since 2011. Michael has over 10 years experience in sales support and marketing. His current responsibilities include the coordination of marketing initiatives for Talley, LLP and its affiliates, the development and execution of print and digital marketing campaigns, as well as assisting the partner group with sales support. | ||
| Michael’s current interests and hobbies include working out, basketball, reading, and computers/technology. | ||
| Education Bachelor of Arts, Political Science – International Relations, University of California, Santa Barbara Certificate of Applied Project Management, University of California, Irvine |
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Cassie Axford PMO Professional |
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| Professional Experience | ||
| Cassie Axford brings over 10 years of customer service experience and over 5 years of project management experience. Prior to Talley, she worked as a manager in the Financial Services industry and as an Operations manager in the Healthcare industry. Cassie is well versed in planning and executing a wide variety of projects and completed her PMP Certification in March 2022.
In her free time, Cassie likes to listen to music, watch documentaries and spend time with her daughter. |
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David Nguyen Chief Technology Officer |
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| Professional Experience | ||
| As Chief Technology Officer, Mr. Nguyen’s expertise in developing and building the technological infrastructure necessary to stimulate business growth makes him indispensable to Group 11 Advisors’ clients. With 15 years of experience, David not only understands today’s technology- driven business, but also knows how to deliver optimal solutions that fit the distinct needs of each business owner. His expertise is rooted in cloud-based technologies as well as software development and customization, which leads to the most efficient business operations. For smaller companies, the impact of customized software platforms can be astounding, as technology can level the playing field against larger business counterparts and their resources. | ||
| David’s business experience includes national and international companies within the manufacturing, distribution, textiles, and technology industries. With technology forming the backdrop for companies to attain maximum accuracy and efficiency in their financial reporting processes, Mr. Nguyen brings access to technological insights and applications to Group 11 Advisors and its clients that can drive the course of business. | ||
| David holds a Bachelor of Science in Computer Science from the California State University, Long Beach |
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Kathleen Quinn Controller |
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| Professional Experience | ||
| Kathleen currently serves as the Controller for Talley LLP and related entities. She has extensive experience in corporate accounting from privately held to public companies ranging from small businesses to Fortune 500 companies. She has served in a variety of industries including real estate, architectural, engineering, construction, manufacturing, distribution, marketing, mortgage services, and non-profit organizations. She also has experience working for a public accounting firm working with small businesses, non-profits, and trusts; also providing support services as well as preparing compilations and tax returns for corporations, partnerships, and sole proprietorships. Her other specialties consist of reorganization of accounting systems, software conversions, fiduciary trust accounting & reporting, and forensic/fraudulent activity research. | ||
| Professional Organizations American Institute of Certified Public Accountants, since 2012 California Societies of Certified Public Accountants, since 2010 QuickBooks ProAdvisor (QBO, Pro, Premier, Enterprise), since 2009 Institute of Management Accountants, since 2003 |
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| Education Certificate in Data Analytics & Visualization Fundamentals, 2020 Certified Global Management Accountant since 2012 Certified Public Accountant since 2012 Certified Management Accountant since 2011 Bachelor of Arts in Bus Admin, Accounting, California State University, Fullerton, 1984 |
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Kenny Luu IT Support Technician |
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| Professional Experience | ||
| Kenny is an integral part of our IT team and provides technical support and advice regarding problems related to the hardware and software systems. He also supports, configures, maintains, installs, and upgrades corporate IT equipment and ensures the security and efficiency of Talley’s IT infrastructure.
Kenny’s professional experiences involve seven years as an IT Specialist for the United States Navy and three years as an Electrical and Environmental Aircraft Technician for the United States Air Force. His educational background comes from the Naval basic and advance information technology school. His hobbies include spearfishing, scuba diving, snowboarding, off roading, and any other outdoor activities. |
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Megan Guild Learning & Development Coordinator |
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| Professional Experience | ||
| Megan brings over 10 years of Learning & Development experience from the nonprofit industries of Girl Scouts OC, Make A Wish Foundation, and Companion Hospice. She has worked with many professionals over the years, and has enjoyed finding their strengths and helping them grow. Megan also has experience with leading both intimate and group discussions and capacity seated events of students, community leaders, organization executives and donors. She touts a mastery in Sharepoint and Microsoft office. | ||
| Education Bachelor of Fine Arts, Kansas City Art Institute |
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Maria “Lupe” Martinez Administrative Assistant |
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| Professional Experience | ||
| Lupe is an integral member of the administrative staff at Talley. Her current responsibilities include billing and accounts receivable. | ||
| Prior to working at Talley, Lupe was an office manager for 8 years at a psychology practice. | ||
| In her off time, Lupe enjoys reading, and spending time with her husband and two lovely children. |
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Lisa Jo Administrative Assistant |
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| Professional Experience | ||
| Lisa brings a wealth of experience in AP, customer service, collections, management, bookkeeping, and tech from her experiences in fast-paced working environments. At her previous firm, she worked in the accounting department as a billing clerk and adapted to a continuously changing accounting system.
She appreciates structure and a good work-life balance. In her free time, she enjoys pursuing her passion for painting. |
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Marissa Baker Administrative Assistant |
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| Professional Experience | ||
| Marissa Baker brings over 10 years of customer service experience, providing excellent support to our internal team. She has a positive attitude, pays attention to detail, is professional and courteous to our clients. She started at Talley in March 2022 and plays an important role in the success of the administrative team.
In her spare time, she enjoys watching sports and hanging out with family and friends. |
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