Tim works with a limited number of dentists and business owners helping them maximize their personal wealth outside of their business so they can take care of the people they love and support the causes they are most passionate about. Using a consultative wealth management approach, he helps successful familes address their five biggest concerns: preserving their wealth, tax mitigation, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable gifting.
However, what matters the most to Tim is meeting his wife, Dana Yeoman D.D.S. In the process of joining lives together Tim learned what the life of a dentist is like. Seeing his wife’s frustration with the complexity of running a dental practice he set out to make things simple. Since meeting his Dana, Tim has help hundreds of busy dentists and business owners make informed decisions about their money so they can spend more time focusing on what they love to do.
Tim is a widely recognized leader in the community, he is frequent speaker for California Dental Association local components, and a contributing author to leading publications such as Dental Practice Management and DentistryIQ.
Tim also holds a Level 1 Award in Wine from the Wine & Spirits Education Trust and is amateur show dog handler.
Chris Hamilton, an associate in Klein DeNatale Goldner’s Corporate and Business Transactions Department, focuses his practice in the areas of taxation, tax controversy, business planning and formation, business transactions, and business counseling. He also works on estate planning and probate issues. Chris is a 2006 graduate of McGeorge School of Law and also received an LL.M. in taxation, with distinction, from Loyola Law School.
After passing the CPA exam in 2010 on her first attempt, Jessica L. Raymond, CPA, MSA began her career with Williams Adams & Company, CPAs in July of 2013, obtained a Master of Science in Accountancy in December 2014 and was granted her license to practice public accounting in April 2015. Under the guidance of partner Rick Williams, CPA, MST and newly acquired colleague and Estate Planning Council Member, James Cordle, CPA APC, Raymond has developed comprehensive experience in estate and trust taxation including fiduciary accounting and administration. She resides in Bakersfield along with her husband of ten years, Marty and two children, Paxton and Anna.
Jonathan Motter was born in Space and Missile country, Lompoc CA. After joining the Marine Corps reserves and finishing school he started his practice with Northwestern Mutual. Jonathan states, “Planning has always been in my nature, from the Native American heritage – to look 7 generations into the future, and the influence of my Grandfather, Willert Kroening who worked at the Northwestern Mutual Home Office in the 30’s and 40’s.” Jonathan enjoys scuba diving, snowboarding and golf. “So give me a call if you’d like to hit the slopes, the links or take a weekend trip to Catalina!”
Stephanie Bouey is an associate attorney with the Klein, DeNatale, Goldner healthcare and corporate transactional departments. She earned her Juris Doctor from University of Texas School of Law in 2011 where she was a staff editor of the Texas Journal of Civil Liberties and Civil Rights. Bouey was admitted to the California State Bar in January of 2012. She holds a B.A. degree in both political science and global economics. Prior to joining KDG, Bouey practiced healthcare and transactional law in Northern California at Bouey & Black, LLP.
Thomas Maxwell is a partner with the accounting firm Keathley, Maxwell and Antongiovanni, LLP. After graduating from Garces Memorial High School, Thomas graduated with honors from University of San Diego, receiving his Bachelor of Arts in Accounting and from Golden Gate University with his Masters of Science in Taxation. Thomas is also an AICPA COSO Internal Control Certificate Recipient.
Thomas completed an audit internship for Ernst & Young, LLP in San Diego, subsequently returning to Bakersfield to be close to family; starting his career working for CBIZ, Mayer Hoffman McCann P.C. in their audit department and later for J.W. Kemp, CPA as a tax executive. Thomas joined Keathley, Maxwell & Antongiovanni, LLP in 2006. He currently practices in the areas of tax compliance, tax planning, attestation, business consulting and litigation support.
Thomas’s extensive tax experience includes: agriculture, construction, manufacturing, retail sales, medical entities, petroleum, estate planning and trusts, and high net worth individuals. Thomas is also a specialist in communications with the Internal Revenue Service and Franchise Tax Board. Thomas enjoys helping clients harness his knowledge of the Internal Revenue Code to “think outside the box”.
Thomas’s attestation experience includes audits of public and private entities in the land development, banking, rental, agricultural, medical entities and benefit plans. Thomas has extensive experience with Sarbanes Oxley engagements, including risk assessment and outsourced internal audit services.
Thomas is a Certified Public Accountant in the state of California and a member of both the California Society of Certified Public Accountants and American Institute of Certified Public Accountants.
Thomas is one of the founders of Temblor Brewing Company in Bakersfield, which operates a 20-barrel brewhouse. Temblor was established out of a love for beer and entrepreneurship. Temblor brewed 1,300 barrels of beer in their first year of operations.
Thomas is a founding member and part owner of The Gentlemen of Bakersfield, LLC, a private club located in downtown Bakersfield. The Gent, established to create a social network of business professionals and other community members, has the ultimate goal of positively impacting the Bakersfield community through its membership. The Gent also carries one of the most extensive beer lists in Kern County.
Thomas is active in the civic and charitable organizations, formerly serving on the CalCPA Bakersfield Chapter Board of Directors and related committees. Thomas is also Vice President of the Our Lady of Perpetual Help School Foundation, which manages donated funds to make improvements to the school and serves on the Bakersfield Symphony Orchestra Board of Directors.
Vinny Oddo is an associate attorney at Klein, DeNatale, Goldner. After graduating from Bakersfield Christian High School, Vinny attended Westmont College and earned a degree in economics and business. He graduated cum laude from Pepperdine University School of Law in 2016 and was admitted to the California State Bar that same year. During law school, Vinny served as the Lead Articles Editor for the Pepperdine Law Review and earned a certificate in dispute resolution from the Straus Institute. As a fourth generation Bakersfield native, Vinny returned to work as a law clerk for Klein, DeNatale, Goldner during his law school summers and now works in the estate planning and probate practice area at the firm.