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Victoria Makovich

Wealth Management Assistant

Tax Accountant

Victoria has lived in the Bay Area since 1992 when she moved here from Latvia by the Baltic Sea. She loves to travel, explore new food and culture, animals and has a big passion for succulents and orchids. She enjoys time with her family and friends playing board games, going wine tasting, hiking, camping and relaxing on the beach.

Her favorite quote by William Shakespeare is: "Love all, trust a few, do wrong to none"

She joined our team in 2001 as Wealth Management Assistant when we extended our services to the financial service industry. Because of her love for a challenge she quickly obtained knowledge to help our clients with bookkeeping, accounting, Quickbooks, tax preparation and the financial services industry.

Office: 650-321-0622

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