• DON SHANNON, MBA, EA - Don entered the Securities Industry in 1980.  Founded  DHS Associates in 1989, a tax practice and business services company.  He earned a Bachelor of Business Administration Degree in Management from Loyola Marymount University and a Master of Business Administration Degree in Finance from Phillips University. Don has been a US Department of Treasury Enrolled Agent since 1990.  Member, Financial Planning Association, National Association of Enrolled Agents, and California Association of Enrolled Agents.  He is also an Adjunct Faculty Member, San Joaquin Delta College, Business and Applied Technology Division.  Don holds the FINRA Series 7 Registered Representative and Series 66 Investment Advisor Representative designations, and holds CA Insurance License #0824050
     
  • JACK MULLIN - Has been a key contributor at DHS Associates for over 8 years, with over sixteen years experience in taxation and business advisory services, and nineteen years in real estate finance.  Jack earned a Bachelor of Arts in Economics from Stanford University.  Prior to his retirement, Jack previously held the professional designations of CPA and NASD Series 22.  Currently he is an Accredited CTEC (California Tax Education Council) tax professional.

  • ROB SANTORIELLO - Entered Financial Services in 1988. Earned a BA in Economics from Santa Clara University. Possesses a wealth of knowledge and experience working with high net worth individuals as a Financial Advisor, Branch Manager and Regional Manager for well known financial service firms. A Registered Principal, Registered Representative and Investment Advisor Representative.  CA Insurance License #0G04573.  Rob specializes in Retirement Planning and Wealth Management Services for Individuals and Organizations.

  • HOLLY SHANNON - Holly attended Loyola Marymount University and studied Civil Engineering.  She has over 25 years experience in office management, small business bookkeeping, payroll processing, payroll tax accounting, and sales tax accounting.   In addition, Holly is currently an Accredited CTEC (California Tax Education Council) tax professional.
In addition the the above, we also call on outside professionals as necessary to address our client needs.  Over the years we have established professional relationships with attorneys, accountants and financial professionals.  Our key strategic affiliation in the financial and investment realm is with Rios and Associates, which gives us access to a wide variety of professional with specialization in various financial niches. 

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