JEFFREY S. FROSHMAN, CPA, CFP®, MBA
Jeffrey Froshman is a well known financial educator on the central coast. For over 20 years, Jeff has been assisting both retirees and pre-retirees, who want to preserve their principal, reduce their taxes and increase their income. His financial & estate planning seminars have been widely attended by professionals from companies such as IBM, Microsoft, Bank of America, Intel and Cisco.
Aside from working with professionals in the area, Mr. Froshman, aka Professor Froshman, has also been teaching at California State University Monterey Bay for the past 10 years where he has earned the title of "Distinguished Lecturer" for his work with the school of business.
Jeffrey Froshman, a registered principal with Foothill Securities, Inc., holds a bachelorís degree in accounting from Santa Clara University and an MBA in Taxation from Golden Gate University. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM, which required him to complete numerous exams proving his expertise in taxes, investments and estate planning.
Mr. Froshman is the owner of Froshman Financial Investment Advisors, a company committed to recommending quality solutions which meet clientís individual goals and objectives. He is also the founding partner of Froshman, Billings, & Lewandowski Certified Public Accountants, Inc. Their mission is to provide comprehensive financial and tax planning, with implementation, since 1984.
Jeffrey has been published many times and has been an invited guest to numerous radio shows including the Ronn Owens show on KGO. He was also the host of his own TV show, "Minding your Business," which ran for four years on the
Mr. Froshman is proud of his involvement with giving back to his community. He was the Chair for the CSUMB Business Advisory Board and was the former board president for
SHERI L. BILLINGS, CPA, CVA
A Froshman, Billings & Lewandowski Certified Public Accountants, Inc. partner for the past eight years, Sheri has spent more than eighteen years as a professional tax accountant and business consultant. Specializing in business valuation, she also works as a financial services consultant for many local businesses. She is president of the Althena Hamlin Foundation and treasurer of the both Women's Crisis Support/Defense de Mujeras and Leadership Santa Cruz County. She is past president of Leaders Emerging and Progressing (L.E.A.P.) And a former board member for Community Resources for the Disabled. Sheri is a member of the American Institute of Certified Public Accountants, The California Society of CPAs, and the National Association of Certified Valuation Analysts. She has received additional certifications from the AICPA in both business valuation and microcomputer consulting.
DIANE M. LEWANDOWSKI, CPA
A Froshman, Billings & Lewandowski Certified Public Accountants, Inc. partner since 1995, Diane offers more than fifteen years' experience as a tax accountant and business consultant. Diane specializes in consulting with family-owned businesses and is working toward certification from the California Society of CPAs in Estate Planning. Treasurer of the Tri-County Better Business Bureau and Citizens for Better Education, Diane also serves on the Oak Grove District Advisory Committee, Hayes Elementary School Site Council and as a frequent volunteer in local schools. Diane is an active member of the American Institute and the California Society of CPAs. She is a frequent guest speaker at seminars on first-time home buying, tax and estate planning for women, and planned giving.
Attorney, CPA, professor in the Graduate Tax Program at California State University, and former Technical Advisor to the IRS National Office in Washington D.C., Gary's diverse education and experience have made him a recognized authority in his field. His articles have been published in many nationally distributed professional journals and he lectures nationwide to accountants, attorneys and other tax professionals regarding developments in tax laws. He holds a law degree from Hastings College of Law and an LLM (Taxation) from Georgetown University and is a member of the AICPA, ABA and State Bar of California.
