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Tom and Jullie will be attending the PNC Partners in Aviation event
Date:July 12th 2018
Location: Monarch Beach Resort
Dana Point, CA
Tom Alston is the Founder and CEO of Aero & Marine Tax Professionals. His company has prepared and filed hundreds of tax returns with a 100% success rate. His company is the premier California sales and use tax consulting firm specializing in the area of Aircrafts, Vessels and Vehicles.
Nate Pietila joined the Aero Law Group in 2005. His practice includes representing clients in the sale, lease and exchange of business and commercial aircraft. Mr. Pietila is a member of the State bar of California and Washington. He is also an FAA-certificated commercial pilot, with instrument, single-engine and multi-engine ratings.
Loreen Gilbert is an experienced wealth manager who has spent more than 25 years creating comprehensive wealth strategies for her clients. Upon graduating from the University of Texas at Austin with a degree in Business Administration, she launched her career at Fidelity Investments where she assisted clients with investment management services. Gilbert then worked for a private company selling retirement plans to municipalities and their employees. She has been in private practice as a wealth manager since 1997, and is the founder and president of WealthWise Financial Services.
9381 E. Stockton Blvd. Suite 212Elk Grove, CA 95624
TOM ALSTON PRESIDENT & CEO
JULLIE ALSTON EXECUTIVE DIRECTOR
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