Meet our team
CPA-ABV, CFE-
Jeff has over 30 years of experience in public accounting, the last 20 of which have been focused on valuation and litigation support services. Mr. Stegner was a partner with Armanino for over 20 years before opening his own practice in 2016 to focus exclusively on forensic and valuation services. In addition to being a CPA he is Accredited in Business Valuation and is a Certified Fraud Examiner.
Jeff has qualified as an expert in every county in the San Francisco Bay Area. He has been retained in well over 100 various civil litigation matters and well over 1,000 marital dissolution matters. Litigation support services may include accounting fraud, economic damages, lost profits, tracing of funds or property, spousal support, community vs. separate property claims and business valuation. Though he has qualified as an expert witness in trial, 95% of his cases are resolved in settlement.
Mr. Stegner also specializes in business valuation for strategic purposes, estate and gift tax purposes, mergers and acquisitions, reorganization, and more.
Managing Partner
CPA-ABV-
Natalie has over ten years of public accounting experience which have exclusively been focused on forensic and valuation services. Natalie was a manager for Armanino's Forensic and Valuation Services team before joining Stegner and Associates in 2016. Natalie is a CPA as well as Accredited in Business Valuation.
Natalie has qualified as an expert in many of the San Francisco Bay Area counties including Alameda, San Mateo, Contra Costa, and Santa Clara. She specializes in litigation support for marital dissolution matters. She has been retained as an expert in dozens of matters and assisted in well over a thousand matters. Services include cash flow analysis, marital standard of living, income available for support, tracing of separate property, stock division analysis, tracing of real property, and business valuation.
Natalie also has performed business valuations for a wide range of industries for the purpose of marital dissolution, shareholder buyouts, strategic planning, and gift and estate tax.
Partner
CPA-ABV, CITP-
Alex has extensive experience in business valuation, family law forensics, and private industry experience in healthcare and physician compensation. He is a CPA, is Accredited in Business Valuation, and also a Certified Information Technology Professional.
Alex has qualified, testified, and been appointed as the Court’s expert in most of the San Francisco Bay Area and Sacramento area counties. He has worked on hundreds of litigation matters primarily involved with family law forensics. Services include marital standard of living determination, income available for support analysis, separate property asset tracings, equity/stock compensation divisions, post-separation accounting, and family law business valuation.
Alex also leads the firm's business valuation practice and has prepared business valuations for the purposes of ESOP reporting, 409A and ASC 718 reporting, estate and gift tax, shareholder buyouts, and marital dissolution. Alex also has additional expertise in IT Security and Compliance with small business focus.
In his free time, he enjoys cooking, wine tasting, and spending time with friends and family.
Partner
CPA-ABV-
Jon has practiced public accounting since 2013 in the areas of litigation & valuation services, risk assurance, and equity compensation. He began his career with Armanino LLP and is presently a manager for Stegner McFarlin Spaete LLP’s litigation and business valuation matters.
Jon has prepared business valuations for the purposes of ESOP reporting, 409A and ASC 718 reporting, estate and gift tax, shareholder buyouts, and marital dissolution. He has also assisted with marital dissolution cases for the purposes of determining cash flow analysis, marital standard of living, income available for support, tracing of separate property, stock division analysis, and tracing of real property.
In his free time, Jon enjoys travelling, spending time with friends and family, photography, and building scale models. Jon is a lifelong supporter of Liverpool Football Club.
Manager
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Emilie graduated from Saint Mary’s College of California, Moraga with a BS in Accounting and dual minor in Psychology and Business. She has worked at Stegner McFarlin Spaete LLP since 2019 assisting on marital dissolutions and business valuations.
In her free time, Emilie enjoys cooking, sewing, reading mystery novels, and watching Marvel movies.
Senior
CPA-
Thea is a graduate of Gonzaga University, Spokane WA with a double major in Accounting and Criminology. Thea was an intern at firm in the summer of 2020 and worked part-time at the firm through her last year at college. She became a licensed CPA in February 2023.
Thea has a passion for law and was on her college Mock Trial team for three years. She loves Disney, cooking, working out, and watching scary movies.
Senior
CJ Simmons
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CJ graduated from California State University, Chico with a BS in Business-Accounting and a minor in economics. He is currently studying for the CPA and hopes to have passed all sections before the end of 2023.
In his free time, CJ enjoys watching and playing sports, stand up comedy, and spending time with friends and family.
Staff Accountant
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Sarah is a graduate of Brooks Institute, Santa Barbara CA with a BA in Professional Photography, and a concentration in Digital Media. She also received her Certificate in Project Management from California State University – East Bay. Sarah is a California girl, born in Southern CA and growing up in the East Bay. She has a background in customer service, office administration, and event coordination.
In her free time, Sarah loves being out in nature working on her photography, keeping up with all her sports teams, wine tasting, going to live theater, and spending time with her family and friends.
Office Manager
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Maddie Ellingson graduated from Wartburg College in Waverly, IA with her BA in Accounting. Maddie joined the team as a Staff Accountant in July 2023. She is currently studying for the CPA and plans to complete her certification by early 2025.
In her free time, she enjoys reading, watching sports, wine tasting, and spending time with her fiancé, Gordy, and her dog, Athena.
Staff Accountant
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Avery graduated from the University of California, Santa Barbara with a BA in Finance, and a minor in History. He then went on to receive a MS in Applied Economics and Finance from the University of California, Santa Cruz. Avery has worked at the firm since February 2023, assisting on a variety of projects revolving around business valuations and marital dissolutions. Avery was born in Walnut Creek where the firm is located and grew up locally in San Ramon.
In his free time, Avery likes playing sports such as basketball and soccer, watching sports, trying new restaurants with friends, watching movies, and traveling.