Steve Drake CFP®, CPA, PFS, CGMA

Main Principal

My large law firm throughout Mainland China has consulted with Dr. Drake for about 20 years in China for US and foreign issues affecting several countries and we dramatically increased profitability and found sound ways to permit clients to both sell their businesses and expand product distribution. Steve helped immensely in mitigating multi-country tax and financial planning issues

- GX, Lead Attorney, Mainland China

Steve has a Ph.D. in Finance from the Univ of Washington, Int., Masters in Tax from the Univ of Arizona, BS Accounting and Finance from the Univ of Arizona and is a College of Financial Planning graduate. Harvard University Business School acceptance.

Steve has practiced in the professional consulting corporate community for about 40 years which included the international consulting firm of Arthur Andersen & Co, and a number of large regional consulting firms. He lectures worldwide on a host of business topics.

Steve serves or has served on multiple corporate Boards of Directors in both the profit and nonprofit areas including pharmaceutical firms, supporting organizations, life science corporations, agricultural, oil and gas and chemical companies.

He has written more than 50 professional articles on tax and financial planning and has approximately 40 years of diversified, professional experience. He travels thoughout the US and abroad lecturing and providing advice for individuals, other professionals and corporations.

Roger Owers, Attorney

Roger is an experienced commercial, real estate and development attorney with a PhD in engineering from the Univ of WY. He has taught for the Arizona State Construction Degree Program and represents many clients in commercial litigation issues.

Roger has worked for one of the largest law firms in the US, Snell and Wilmer. He is now associated with Walker and Peskind, attorneys and councelors at law.

Ken Sorenson CPA

Ken’s past experience includes diversified CPA accounting and tax positions for large regional CPA and consulting firms in CA. He is a BS graduate of Cal Poly in San Luis Obispo, CA and has been a CPA since 1990. Ken has many years of experience in tax planning and preparation for corporations, individuals, partnerships, trusts and estates. His firm of Sorenson and Sorenson CPA’s and consultants has been in business since 1960.

Stewart Fries, Senior Accountant

Stewart Fries is a business consultant with 30 years of direct experience in business management and company valuation. He is a Director of the Investor Funding Group in CA.

Gary Xiao, Lead Attorney, Asian Matters

Gary Xiao is a partner with the Yingke Law Firm in the PRC. Yingke is an international law firm with offices in Beijing, London, Mexico City, Istanbul, Warsaw, New York, Seoul, Sao Paulo, Chicago, Tel Aviv, Budapest, Singapore, Verona, Milan, Dubai and Brussels.

He specializes in corporate law, overseas investment, foreign direct investment, resources and energy.

Michelle Adams, EA

Michelle is an enrolled agent licensed to practice and represent clients in front of the IRS. Michelle also has many years experience in human resource issues and financial reporting.

Michelle is a senior associate with Sorenson and Sorenson CPA’s.

Richard Smith, Attorney, Real Estate and Estate Planning

Richard is an attorney with Jennings Strouss counseling high net worth individuals and companies on business, tax and succession planning, mergers and acquisitions and executive compensation matters. He is a JD graduate of Syracuse Univ in 1971.