DeeAnn L. Thompson, CPA

focuses her practice on estate planning. In her thirty-plus years of experience as a CPA, she has developed her skills to tackle complex problems in detail and produce user-friendly analysis. In her thirteen years with two family wealth management offices, her primary responsibilities involved client relations and coordination of all aspects of financial, estate, and tax planning; risk management; trust administration; and financial education.

DeeAnn is a board member for HOPE Services in Santa Clara, California, a non-profit corporation serving individuals with developmental disabilities, and chair of its Monterey County Development Committee. She relishes a good mystery novel, and has completed the Big Sur Half Marathon three times.