The Slaten Wealth Team 

Susan Miller | EA, CRPC

President, COO
Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most complicated situation in an understandable, relatable way.
 
Leveraging these skills, she can assist you through
  • Business Planning
  • Buying or Selling a Home
  • Care of a Family Member
  • College Planning
  • Charitable Planning & Philanthropy
  • Divorce or Separation
  • Expecting or Adopting a Child
  • Inherited Wealth or Investment Gain
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Special Needs Planning
She graduated magna cum laude from Ashford University with a Bachelors in Finance and has earned a Chartered Retirement Planning Counselor, (CRPC®) designation, and is licensed by the US Treasury to represent clients before the Internal Revenue Service as an Enrolled Agent.
 
When she is not speaking at a seminar or meeting with clients, Susan can be found on the ice as an adult Figure Skater. In 2013, she took to the ice for the first time and has since competed at Theatre on Ice Nationals and National Showcase as well as many local competition and holiday shows. She also volunteers her time as a USFSA appointed music coordinator and announcer. And she is always available for playtime with her granddaughter and godsons.
​

Rebecca Sommer | JD

​Rebecca Sommer has been practicing law since 2015. In addition to numerous scholastic achievements, including ranking top 10% of her graduating class and earning several scholarships for extracurricular activities, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School.

She is able to combine her general finance training with specialized legal knowledge to offer practical legal solutions spanning asset protection, provision for loved ones, health care directives, and many more tools to help you protect what you care about.

Preserve and protect what you love by working with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid probate, minimize taxes, ensure minor children and/or pets are cared for, and proactively empower your trusted relatives or friends to help if the unexpected happens.

Reese Nakagawa | Tax and Investment Specialist 

Recognizing that each client has individual needs, Reese dedicates himself to understanding and appreciating each client’s situation before making any recommendations. With a vast knowledge base, he specializes in assisting both individuals and small businesses in pursuing their financial goals.
Reese has a bachelor's degree in Operations Management and Analysis from Ashford University. While at Ashford, Reese was inducted into both the Golden Key International and Alpha Sigma Lambda Honor Societies. Reese is currently in school to achieve his master’s degree in accounting. Previously as a Supply Chain/Logistics Manager, Reese saw key components in the corporate financial planning process (i.e., developing a plan, analyzing financial situations, cost analysis, process flow analysis, implementing new processes, and developing controls to ensure success) could also be tailored to each individual’s situation to assist in achieving both their financial and personal goals. 

Skye Nakagawa | Office Manager

Skye comes to us with a master’s degree in human resource management and a background in providing exceptional customer service. Starting out as the part-time office assistant, she quickly worked her way up to her current position as Office Manager. She is responsible for the day-to-day operations and takes on various responsibilities during tax season. Skye’s ability to adapt to the ever-changing needs of the staff and clients make her an important asset here at Slaten. With Skye, you will always be greeted with a smile!

Amy Tso | Record-Keeping Data Specialist

Amy Tso is the record-keeping data specialist. She had been with the company since the summer of 2016. Not only does Amy record keep (i.e., scan, upload, and file into our secure database) the clients' files, she helps out during tax season as an administrative assistant. When Amy is not at Slaten Wealth, she works as an education specialist (special education teacher) for a neighboring school district. Amy has been working in the education field for over 10 years. As a result, she is able to bridge some of the gaps in education planning and finances here at Slaten Wealth for the clients. 

Terrie L. Slaten | Trading Specialist & Portfolio Manager

Joyce Birkrant | Registered Tax Preparer
Phone: (714) 776-0606
Email: team@slatenwealth.com
The information provided herein is the exclusive property of Slaten Wealth Management. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.​ © 2022. Slaten Wealth Management. ​

Registered Investment Adviser. More info on Investment Adviser Public Disclosure Site

The Slaten Wealth Team 

Susan Miller | EA, CRPC

President, COO
Susan returned to the financial services industry in 2009 after losing her parents and becoming the trustee of their estate. After hands on estate management, she developed a passion for helping others during difficult times of transitions. She found that working with the whole family is critical. Susan has mastered Tax and Investment management and can explain even the most complicated situation in an understandable, relatable way.
 
Leveraging these skills, she can assist you through
  • Business Planning
  • Buying or Selling a Home
  • Care of a Family Member
  • College Planning
  • Charitable Planning & Philanthropy
  • Divorce or Separation
  • Expecting or Adopting a Child
  • Inherited Wealth or Investment Gain
  • Loss of a Loved One
  • Marriage
  • Retirement
  • Special Needs Planning
She graduated magna cum laude from Ashford University with a Bachelors in Finance and has earned a Chartered Retirement Planning Counselor, (CRPC®) designation, and is licensed by the US Treasury to represent clients before the Internal Revenue Service as an Enrolled Agent.
 
When she is not speaking at a seminar or meeting with clients, Susan can be found on the ice as an adult Figure Skater. In 2013, she took to the ice for the first time and has since competed at Theatre on Ice Nationals and National Showcase as well as many local competition and holiday shows. She also volunteers her time as a USFSA appointed music coordinator and announcer. And she is always available for playtime with her granddaughter and godsons.
​

Rebecca Sommer | JD

​Rebecca Sommer has been practicing law since 2015. In addition to numerous scholastic achievements, including ranking top 10% of her graduating class and earning several scholarships for extracurricular activities, Rebecca has a Certificate in Financial Planning from Boston University and participated in the tax honors program at Loyola Law School.

She is able to combine her general finance training with specialized legal knowledge to offer practical legal solutions spanning asset protection, provision for loved ones, health care directives, and many more tools to help you protect what you care about.

Preserve and protect what you love by working with Rebecca to create legal documents which encapsulate your wishes rather than relying on state systems and rules. You can avoid probate, minimize taxes, ensure minor children and/or pets are cared for, and proactively empower your trusted relatives or friends to help if the unexpected happens.

Reese Nakagawa | Tax and Investment Specialist 

Recognizing that each client has individual needs, Reese dedicates himself to understanding and appreciating each client’s situation before making any recommendations. With a vast knowledge base, he specializes in assisting both individuals and small businesses in pursuing their financial goals.
Reese has a bachelor's degree in Operations Management and Analysis from Ashford University. While at Ashford, Reese was inducted into both the Golden Key International and Alpha Sigma Lambda Honor Societies. Reese is currently in school to achieve his master’s degree in accounting. Previously as a Supply Chain/Logistics Manager, Reese saw key components in the corporate financial planning process (i.e., developing a plan, analyzing financial situations, cost analysis, process flow analysis, implementing new processes, and developing controls to ensure success) could also be tailored to each individual’s situation to assist in achieving both their financial and personal goals. 

Skye Nakagawa | Office Manager

Skye comes to us with a master’s degree in human resource management and a background in providing exceptional customer service. Starting out as the part-time office assistant, she quickly worked her way up to her current position as Office Manager. She is responsible for the day-to-day operations and takes on various responsibilities during tax season. Skye’s ability to adapt to the ever-changing needs of the staff and clients make her an important asset here at Slaten. With Skye, you will always be greeted with a smile!

Amy Tso | Record-Keeping Data Specialist

Amy Tso is the record-keeping data specialist. She had been with the company since the summer of 2016. Not only does Amy record keep (i.e., scan, upload, and file into our secure database) the clients' files, she helps out during tax season as an administrative assistant. When Amy is not at Slaten Wealth, she works as an education specialist (special education teacher) for a neighboring school district. Amy has been working in the education field for over 10 years. As a result, she is able to bridge some of the gaps in education planning and finances here at Slaten Wealth for the clients. 

Terrie L. Slaten | Trading Specialist & Portfolio Manager

Joyce Birkrant | Registered Tax Preparer