ROBERT Y. ANDERSON
Certified Public Accountant, Certified Financial Planner, Certified Valuation Analyst
As a Certified Public Accountant (CPA), Rob has over thirty years of professional experience advising small and middle market businesses and high net worth individuals in areas such as tax planning, wealth management, accounting issues, succession planning, real estate investments, and strategic planning.
Rob is a Certified Financial Planner ™, who has served as a Financial Advisor to families for over twenty years. He is the founder of Northgate Advisors, a financial planning and investment advisory firm.
Rob has owned and operated his own accounting firm and has been a partner at a large regional accounting firm prior to starting Anderson & Company. He brings this understanding of the unique challenges that small business owners face. He is a Certified Valuation Analyst (CVA), and has provided business valuation, business consulting, and business succession planning to small business owners.
Rob earned his Bachelor of Arts in Business Administration from Azusa Pacific University. He earned his Masters of Business Administration Degree in Taxation from Golden Gate University.
In his spare time Rob enjoys playing drums, seeing live music, and golfing with his wife.
JEANNE VAN SHUFF
Certified Public Accountant, Certified Valuation Analyst
As a Certified Public Accountant (CPA), Jeanne has over twenty years of professional experience advising businesses and individuals in areas such as tax planning, tax compliance, mergers and acquisitions, accounting, bookkeeping, succession planning, and strategic planning.
Prior to becoming a CPA, Jeanne and her family owned and operated a garden center. She brings this understanding of the unique challenges that small business owners face to her work with small business owners. She is a Certified Valuation Analyst (CVA), and has provided business valuation, business consulting, and business succession planning to small business owners.
Jeanne earned her Bachelor of Arts in Mathematics and Economics, with an emphasis in Accounting, from the University of California, Santa Barbara.
In her spare time, Jeanne enjoys watching the Green Bay Packers win football games, walking, yoga, keeping up with her daughters and grandchildren in Oregon, and keeping her husband from getting into too much trouble.
June Sheets has provided administrative support to Rob and Jeanne for the last twenty years. June has extensive experience customer service, processing tax return and preparing financial planning and wealth management documents.
In her current role as Anderson & Company’s Executive Assistant, June provides administrative support to clients, as well as, to Rob and Jeanne.
June also provides administrative support to clients and advisors at Northgate Advisors.
In her spare time June enjoys spending time with her grandchildren, traveling, and keeping her husband healthy.
Nancy joined our team in January of 2016. She is a dedicated professional with over two decades of private sector accounting experience. She is committed to exceptional customer service and driven by challenges.
As Nancy is a very detail-oriented and resourceful in spearheading, organizing and completing projects in a timely and efficient manner she has become a very valuable member of the Northgate Advisors team as well.
Nancy is a busy mother of two daughters and two dogs. She spends much of her free time boating on the California Delta, and enjoys traveling as much as possible.