Our Professionals
Our Professionals
- Paul Ainslie
Paul is an Assurance Partner working with public and private companies. When not working, Paul enjoys running, swimming, and skiing. He has completed several marathons, including the Boston Marathon, the Quadruple Dipsea (the oldest cross-country race in America), and the Escape From Alcatraz Triathlon. In the "good old days" Paul was a member of the USC water polo team.
▶ View BioPaul Ainslie
PARTNER - ASSURANCE AND SEC TECHNICAL SERVICES
EXPERIENCE
Paul Ainslie is the lead partner on several audits of public and private companies in the fields of biotechnology, medical devices, specialty pharma, and technology. He also works with a number of private companies that are in the process of raising capital and going public. His areas of focus include consultations and technical services in matters such as collaboration arrangements with multiple deliverables; sales reserves for product returns, rebates, and other incentives; complex debt equity financing with embedded derivatives; share-based compensation; exit activities; asset impairment; and income tax provisions. Paul has testified in numerous federal and state cases as an expert witness on forensic accounting matters and economic damages. Prior to joining OUM, he was a senior audit manager at Price Waterhouse & Co.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- BayBio, Northern California's Life Science Association
- Instructor in accounting and auditing at Golden Gate University and Price Waterhouse & Co.
EDUCATION
- Bachelor of Science in Accounting and Finance (cum laude), University of Southern California
- Master of Science in Accounting, University of Southern California
HOBBIES AND INTERESTS
Boston Marathon, Quadruple Dipsea Race, Escape From Alcatraz Triathlon, USC Water Polo team
- Clara Fong
Clara is an Assurance Partner by day and supermom by night (Barbies are her specialty!). This French Canadian native traded in her parka and snow boots for a pair of running shoes. When not catching up on recent accounting pronouncements or shuttling her daughter off to ballet class, she can be found training for a marathon in a park somewhere or kayaking in the bay.
▶ View BioClara Fong
PARTNER - ASSURANCE AND ADVISORY SERVICES
EXPERIENCE
Clara Fong has more than 15 years of experience serving publicly traded and privately held companies of all sizes in the fields of biotechnology, medical devices, software, and manufacturing and distribution. Prior to joining OUM, Clara was a senior audit manager at Ernst & Young. She has extensive experience providing audit and accounting-related services to clients, and she has worked closely with company executives, underwriters, and legal counsel on a range of transactions, including acquisitions and debt and equity offerings.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of Canadian Institute of Chartered Accountants (Quebec)
- BayBio, Northern California's Life Science Association
- Presentations on current SEC developments and on audit and accounting technical developments.
EDUCATION
- Bachelor of Commerce in Accounting, Concordia University, Quebec
- Diploma in Accountancy, Concordia University, Quebec
HOBBIES AND INTERESTS
Running, kayaking, pilates, traveling
- Steve Green
Steve is a Tax Partner in our Carlsbad office. Outside of work Steve enjoys coaching youth baseball and basketball, golf, and playing bluegrass.
▶ View BioSteve Green
PARTNER - TAX SERVICES
EXPERIENCE
Steve Green manages the firm's Carlsbad office, where he focuses primarily on tax planning, business consulting, and tax compliance services. Steve serves a diverse group of business clients, in areas including real estate leasing and development, law firms, restaurants, vineyards, retail, and manufacturing. His non-business clients include high net worth individuals and their families, trusts, attorneys, investment advisers, physicians, other professionals, and related tax planning vehicles.
Steve has over 19 years of experience in public accounting and an extensive background in tax planning and compliance. He represents businesses, trusts, and individuals before the Internal Revenue Service. He also offers consultations on stock option planning, entity selection, fiduciary accounting, charitable and family gifting, and retirement plans.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Presentations on passive activity loss limitations, Section 529 planning, and stock option planning
EDUCATION
- Bachelor of Science in Economics, University of California, Berkeley
- Master of Science in Taxation, Golden Gate University, San Francisco
HOBBIES AND INTERESTS
Coaching youth baseball and basketball, golf, bluegrass
- Gani Laguisma
Gani is an Assurance Partner working with public and private companies. He loves the outdoors and can usually be found hiking or trail running through California's national and regional parks.
▶ View BioGani Laguisma
PARTNER - ASSURANCE AND ADVISORY SERVICES
EXPERIENCE
Gani Laguisma has more than 20 years of experience auditing public and private companies in an array of industries within the United States and in foreign countries. His key service and industry focus areas include life sciences, technology, retailing, manufacturing and distribution, and agribusiness. Prior to joining OUM, he was a senior audit manager at Ernst & Young. He has extensive experience assisting and providing clients with audit and accounting services related to initial public offerings, reverse mergers, secondary offerings, private placements, merger and acquisitions, and divestitures.
PROFESSIONAL AFFILIATIONS
- Member of the American Institute of Certified Public Accountants
- Member of the Philippine Institute of Certified Public Accountants
- Member of the Asian Institute of Management Alumni Association
- Member of the San Francisco Chapter of Ascent (Pan Asian Leaders in Finance and Accounting)
- BayBio, Northern California's Life Science Association
EDUCATION
- Bachelor of Science in Business Administration (cum laude), University of East Manila, Philippines
- Master of Business Administration, Washington SyCip Graduate School of Business of the Asian Institute of Management, Manila, Philippines
HOBBIES AND INTERESTS
Gardening, hiking and trail running, and exploring California's national and regional parks
- Scott Miller
Scott is an Assurance Partner who has held executive positions in private industry in addition to his public accounting experience. Like most OUM partners, Scott enjoys the outdoors and loves to go boating and biking with his family.
▶ View BioScott Miller
PARTNER - ASSURANCE AND ADVISORY SERVICES
EXPERIENCE
Scott Miller has over 25 years' experience working with small- to medium-sized businesses and organizations. He has supervised both public and private company engagements, and specializes in financial statement audits, audits of internal control over financial reporting, single audits, acquisition due diligence, and employee benefit plans. His clients include investment companies, technology companies, and government and non-profit organizations and foundations. Scott has previously held management positions in public companies.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Haas Alumni Network
- Instructor at the Practicing Law Institute. Also presents on internal controls for small businesses, federal grants and the Single Audit, and accounting for share-based compensation
EDUCATION
- Bachelor of Science in Business Administration; University of California, Berkeley
HOBBIES AND INTERESTS
Boating, biking
- Chris Millias
Chris is Co-Managing Partner, and head of the audit department. All work and no play is not his strong suit. He is an avid fan of Yoga and Tai Chi, and enjoys mountain biking, golf, swimming and a nice glass of wine. Most importantly, though, he loves to share life's amazing experiences with his wife and trying to keep one step ahead of his kids.
▶ View BioChris Millias
PARTNER - ASSURANCE AND ADVISORY SERVICES
EXPERIENCE
Chris Millias is Co-Managing Partner, a member of the executive management committee, and Partner-in-Charge of the audit department at OUM. He is the lead partner on audits of publicly held and privately held clients in a wide range of industries and niches, including real estate, technology, manufacturing and distribution, private equity, investment partnerships, broker-dealers, hedge funds, life sciences, and cities and not-for-profit organizations and foundations. His areas of focus also include business combinations, asset impairment, business continuity plans, and working with development-stage companies.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Presentations on real estate companies and fair value accounting, audits of broker-dealers, and accounting for goodwill impairment
EDUCATION
- Bachelor of Science in Accounting (honors), California State University, Sacramento
HOBBIES AND INTERESTS
Yoga, Tai Chi, mountain biking, golf, swimming, cooking, and, most importantly, sharing life's amazing experiences with his wife and trying to keep one step ahead of his kids.
- John Muranishi
John is the Partner-in-Charge of the tax department and a member of the executive management committee. When he is not looking for a solution to a complex tax issue, you may find him on the basketball court, golf course, or fly fishing in a mountain stream.
▶ View BioJohn Muranishi
PARTNER - TAX SERVICES
EXPERIENCE
John A. Muranishi is Partner-in-Charge of OUM's tax department and a member of its executive management committee. He has been providing a full spectrum of tax services over the course of his career, which spans more than 35 years. Prior to joining OUM, he was a tax manager at Price Waterhouse & Co. He is dedicated to providing comprehensive tax services to privately held companies and their owners in the fields of technology, real estate, wholesaling and retailing, professional services, private equity, as well as to not-for-profit organizations. John has extensive experience in providing income and estate planning strategies for high net worth individuals and family groups. He has also represented businesses and individuals before the Internal Revenue Service and Franchise Tax Board.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Presentations on numerous areas of taxation, including tax consequences of employee stock options, qualified retirement plans, deferred compensation, and alternatives to employee stock options
- Instructor of taxation courses for the California CPA Foundation and Price Waterhouse & Co.
EDUCATION
- Bachelor of Science in Business Administration, California State University, Hayward
- Master of Business Administration, University of California, Berkeley
HOBBIES AND INTERESTS
Basketball, golf, avid fly fisherman
- Doug Pallotta
Doug is an Assurance Partner and has been with OUM since he graduated from college. He is a true San Francisco native, avidly supporting the 49ers and the Giants. When he is not watching sports he is golfing, traveling or enjoying good wine.
▶ View BioDoug Pallotta
PARTNER - ASSURANCE AND ADVISORY SERVICES
EXPERIENCE
Doug Pallotta serves small- to medium-sized public and private companies in the fields of life sciences, technology, manufacturing, financial services, insurance, and professional services. Doug specializes in financial statement audits, audits of internal control over financial reporting, and comfort letters for public and private offerings.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- BayBio, Northern California's Life Science Association
- Presentations on SEC developments, and audit and accounting technical developments
EDUCATION
- Bachelor of Science in Accounting, California State University, Hayward
- Master of Business Administration, Finance (cum laude), California State University, Hayward
HOBBIES AND INTERESTS
Golf, travel, good wine, and watching the San Francisco 49ers and SF Giants
- Dan Sillin
Dan is a Tax Partner specializing in individual clients and small to medium sized business. When he is not reading 1040s, Dan loves to run and devotes significant time to charitable work.
▶ View BioDan Sillin
PARTNER - TAX SERVICES
EXPERIENCE
Dan Sillin has over 17 years of experience in tax planning, trusts, compliance, and consulting services for high net worth individuals, and start-up and middle-market business entities. His business clients comprise professional service firms, real estate partnerships, law firms, investment management companies, manufacturing and retail firms, restaurants, and medical practices. His individual clients include executives, attorneys, and business owners. Dan offers stock option planning, and he represents individuals and businesses before the Internal Revenue Service and Franchise Tax Board.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Board of Directors at Call of the Sea
- Presentations on energy tax credits, current tax law changes for individuals and estates, and tax implications of stock options for employees
EDUCATION
- Bachelor of Science in Accounting, Illinois State University
- Master of Science in Taxation, Golden Gate University
HOBBIES AND INTERESTS
Reading, running, charitable work
- Jim Ullakko
Although Jim looks like he has a permanent tan from golfing and traveling, he is actually a hard working tax advisor and Co-Managing Partner.
▶ View BioJim Ullakko
PARTNER - TAX SERVICES
EXPERIENCE
Jim Ullakko is a founding partner of OUM. He offers more than 40 years of experience in providing tax planning, compliance, consulting, and financial planning services to high net worth individuals and private companies. He has also represented businesses and individuals before the Internal Revenue Service and provided litigation support services.
Jim's clients represent a wide range of industries, including development and finance, insurance, professional services, real estate, retail, and wholesale. Prior to founding OUM in 1976, Jim worked at Price Waterhouse & Co.PROFESSIONAL AFFILIATIONS LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Instructor of Taxation Courses for the California CPA Foundation and Price Waterhouse & Co.
- Board of Directors of various organizations
- Presentations on issues including current tax developments for high net worth individuals and closely-held businesses, tax optimization strategies, and tax planning for the real estate professional
EDUCATION
- Bachelor of Science in Accounting and Business Statistics, University of Oregon
- Master of Science in Taxation, Golden Gate University
HOBBIES AND INTERESTS
Golfing, traveling
- Brad Weisert
Brad is a Tax Partner and the one we go to with all our technical questions. When he is not reading tax codes, Brad enjoys biking - San Francisco to Los Angeles is a breeze for him - and a wide range of water sports such as fishing, sailing, skiing, and surfing.
▶ View BioBrad Weisert
PARTNER - TAX SERVICES
EXPERIENCE
Brad Weisert has over 25 years of experience providing tax planning and compliance services to businesses in the fields of technology, life sciences, hedge funds, manufacturing and distribution, private equity, and real estate. His clients range from start-ups to large public companies. He has expertise in tax planning, mergers and acquisitions, and multi-state and international tax issues. Brad is the lead partner in our FASB ASC 740 (formerly FAS 109 Income Tax Accounting) services line. Brad also has extensive experience working with closely held business and their owners. He is well versed in tax efficiencies related to domestic and international expansion efforts. Before joining OUM, Brad was a senior partner in Ernst & Young's Technology Industry Group and a senior tax manager in Deloitte's Middle-Market Tax Consulting Group.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Presentations on accounting for income tax, entity choice for start-up and growing businesses, taxation of corporation and partnerships, tax optimization in structuring business acquisitions
EDUCATION
- Bachelor of Science in Accounting (cum laude), San Diego State University
- Master of Business Administration in Tax, Golden Gate University
HOBBIES AND INTERESTS
Biking, fishing, sailing, skiing, surfing
- Jennifer Wong
Jennifer is a mother of two children and enjoys cycling. When not spending quality time with her family and biking around the Bay area, you can find her hard at work in the office where she specializes as a tax and business consultant.
▶ View BioJennifer Wong
PARTNER - TAX SERVICES
EXPERIENCE
Jennifer Wong offers more than 20 years of experience in public accounting. She provides tax planning, consultation, and compliance services to private and public companies, closely held and family owned businesses, start-up companies, and high net worth individuals and their families and trusts. She services businesses in the fields of biomedical devices, biotechnology and biopharmaceuticals, technology, manufacturing and distribution, real estate, professional service and investment advisory firms. Prior to joining OUM, she worked at Ernst & Young and KPMG Peat Marwick.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of American Institute of Certified Public Accountants
- Member of California Society of Certified Public Accountants
- Member of Financial Women's Association of San Francisco
- Treasurer and Board member of a community school parent organization
- Presentations on tax legislation updates to high net worth individuals and closely-held businesses, overview of research tax credits and California Enterprise Zone tax incentives, general accounting method changes and procedures, tax treatments for stock options and employee stock purchase plan, accounting for start-up companies
EDUCATION
- Bachelor of Science in Business Administration (cum laude), University of San Francisco
- Master of Science in Taxation, Golden Gate University
HOBBIES AND INTERESTS
Cycling, swimming, traveling
- Roger Odenberg
Roger founded the firm over 30 years ago. Even though semi-retired in 2011, he remains active and his experience is invaluable to our success. He is a strong biker and has been known to disappear when certain bike tours are taking place (such as Tour de France, Tour de California). He shows no signs of slowing down.
▶ View BioRoger Odenberg
Roger Odenberg
OF COUNSEL - TAX SERVICES
EXPERIENCE
Roger Odenberg is a founding partner of OUM. He has extensive experience in providing tax planning, compliance, consulting, and wealth transfer strategies to high net worth individuals, their family businesses and their private foundations. He has also represented businesses and individuals before the Internal Revenue Service and Franchise Tax Board. Roger's other service areas have included real estate ventures, restaurants and food service, manufacturing and distribution businesses, professional service firms and retail entities. Prior to founding OUM, Roger was a tax manager at Price Waterhouse & Co.
PROFESSIONAL AFFILIATIONS AND LEADERSHIP
- Member of American Institute of Certified Public Accountants - Tax and Personal Financial Planning Sections
- Member of California Society of Certified Public Accountants
- Previous Instructor - Taxation Courses at the California CPA Foundation, Price Waterhouse & Co., and San Francisco State University
EDUCATION
- Bachelor of Arts in Business Administration; California State University, San Francisco
HOBBIES AND INTERESTS
Volunteer for Environmental Traveling Companions, biking, hiking, traveling
- (Of Counsel)
We stress active and ongoing partner involvement, candid and timely communication, and continuity of experienced professional staff. OUM has more than seventy professionals, many of whom received their training at Big 4 firms. Our specialty is providing audit, assurance, tax, IT, and advisory services to public and private companies in the life sciences, technology, real estate, professional services, and financial services industries. We also specialize in tax planning for high net worth individuals and family-owned businesses.