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Our Accounting Family

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal and business finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Aimee Gibbs, Registered Representative, CRTP


Aimee is originally from Brooklyn, New York and moved to California at 7 years old initially residing in Tarzana for 3 years but ultimately settling in Valencia with her family, where she has resided since 1977.

Aimee began her accounting and tax career over 35 years ago, working alongside multiple CPAs and tax professionals. During that time, she has garnered a breadth of knowledge in the tax, accounting and financial planning areas while becoming a Certified Registered Tax Preparer via CTEC, earning her Series 6 & 63 securities licenses and life & health license along the way. Aimee’s unique approach to total financial planning revolves around educating her clients in strategizing for retirement to further reduce taxes while combining other securities and insurance products to help with estate planning coupled with building long lasting relationships and providing undivided attention. Her style has been immensely popular with all of her clients, some of whom have had relationships with her spanning over 10 years. She has been active within the community including sitting on the board for Temple Or Emet as the Secretary and Treasurer for 3 years.

Aimee’s daughter is currently going to school at UC Davis while pursuing a career in the medical field. During her free time Aimee likes to take kickboxing and Zumba classes and spend time with her 4 fur babies.

Mark Guirguis, CPA,CMA,CRTP,Registered Representative


After graduating in 2007 from California State University Northridge with a B.S. in Finance and a B.A. in Real Estate, Mark transitioned from a 5 year stint in retail banking to working internships in the investment banking field. In 2010, Mark transitioned from investment banking to the entertainment industry, while simultaneously going back to school at night at UCLA to earn his Certification in Accounting. Mark finalized his Certification in Accounting in late 2012 and became a Certified Managerial Accountant in 2015. After spending over 4 years in the entertainment industry, Mark spent time working in corporate consulting, serving the entertainment and legal industries. Mark also has obtained his life & health insurance license and is a Certified Registered Tax Preparer in the state of California. In 2021 Mark earned his Series 6 & 63 licenses.

Lia Mabritto

Administration, Notary Public

Lia was a personal secretary in a CPA firm for 14 years, after which she and her husband owned and operated their own photo finishing business which spread to 5 locations. She has worked as a bookkeeper off and on, working with high profile clients. She has experience with administrative work and has a huge passion for organization. She has studied a variety of subjects at College of the Canyons including some real estate courses. She recently became a Notary Public and is looking forward to serving the people.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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