LLME proudly announces the promotions of Chelsea Castillo and Kristi Norg to tax managers.
Chelsea has been with the firm since 2014 and has experience in a variety of tax areas, including matters involving closely held companies, pass-through entities and high net worth individuals. Chelsea is also an active volunteer with The Preuss School, serving as a mentor to middle school and high school students. She received a Bachelor of Science degree in Business Administration from California Polytechnic San Luis Obispo and holds a Master of Science in Accounting with an emphasis in Taxation from San Diego State University.
Kristi has also been with LLME since 2014 and has more than nine years of experience providing a wide range of accounting and tax services to mid- and high-net worth individuals. Her expertise encompasses all manner of trusts – grantor, irrevocable, marital and credit shelter, charitable, life insurance, GST exempt, as well grantor and non-grantor foreign trusts with U.S. beneficiaries. Kristi is also a member of the San Diego board of directors for the California Society of CPAs (CalCPA) and a member of the Estate Planning Council of San Diego. She received a Bachelor of Science degree in Materials Science and Engineering from the University of Illinois at Urbana-Champaign and holds a Master of Science in Accounting and Financial Management from Keller Graduate School of Management of DeVry University.