Steven Cherwon is one of the founding partners of the firm, having joined in 1978. He is a graduate of Adelphi University in New York and received his CPA credential in 1975.

For nearly thirty years, Steve has applied his expertise in wealth planning to a client base consisting largely of professionals, small businesses, estates, and trusts, and has been successful in assisting them in becoming financially independent through income tax planning opportunities.

Steve is a member of the American Institute of Certified Public Accountants and a former member of the Board of Directors of the Marin Child Abuse Council. In his free time, he is an avid fisherman, stock investor, and coin collector.