Staff


Winter-Accountancy-Staff1


Brian K. Winter, CPA

Brian K. Winter, CPA

Brian Winter has quickly made a name for himself as an enthusiastic advisor for countless clients in the firm by following in his father Kevin’s footsteps. His years of experience have lead to an interest and expertise in the area of small business advising, having assisted a variety of businesses such as healthcare professionals, small manufacturers and real estate professionals in shaping intelligent tax solutions to their unique needs.

Bachelor of Science, Accounting – Chapman University
Certified Public Accountant

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Alexander Lozano

Alexander Lozano, CPA

Alexander Lozano has a unique background in the firm. He started in audit and assurance where he managed multiple engagements from $0-$500 million in revenue. He has gained many years of experience managing reverse mergers and IPOs for clients from $0-$200 million in revenue. His audit specialties include real estate services, professional services, e-commerce, advertising and manufacturing. He also has many years of experience as a Corporate Controller for financial institutions, advertising and e-commerce companies where he oversaw multiple corporate acquisitions and mergers. Alex has built up quite a bit of tax planning experience in personal, partnership and corporate tax as well, specializing in small manufacturers, real estate and professional services.

Bachelor of Science, Accounting – Chapman University
Bachelor of Science, Finance – Chapman University
Certified Public Accountant

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Erica Winter

Erica M. Winter, CPA

Erica Winter brings her expertise in serving high-net-worth individual clients to Winter Accountancy Company, after having gained invaluable experience working for several years at a large international accounting firm. She has experience in corporate and individual tax returns, corporate accounting and tax compliance.

Bachelor of Science, Accounting – Chapman University
Certified Public Accountant

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Kathy Winter

Kathy Winter

Kathy Winter has developed an exceptional mastery of the process of court accountings.  She has nearly three decades of experience in performing accounting services under her charge. Her court accountings are expertly prepared in a clear and concise manner with all supporting schedules and documentation that eliminate or minimize time-consuming court objections due to improper format or lack of clarification.

Bachelor of Arts – San Diego State University
Areas of Expertise: Court Accountings

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Peggy Fowler OM

Peggy Fowler

Peggy Fowler is our office manager and bookkeeper. She has many years of invaluable experience.  Her expertise in office management, bookkeeping and Quickbooks enables her to assist clients with all their accounting needs.

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Maegan Castro-Flores

Maegan Castro-Flores

Administrative Assistant

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