Fredrik D Whitley
Wealth Manager, Enrolled Agent
As the Principal at FD Whitley, Fredrik’s goal for every financial and tax client is to help them understand how their tax returns can be a blueprint for making positive financial decisions going forward. He firmly believes that the true value in having a professional prepare your tax return is in the advice and analysis that can come with it. Anyone can plug in the numbers, but Fredrik can both analyze what those numbers mean to you and help apply them to your personal financial goals.
Fredrik’s experience goes well beyond your average financial and tax professional. He brings over twenty years of relevant tax, estate, and financial experience. In addition to his tax work as an Enrolled Agent, Fredrik is a seasoned Wealth Manager who spent over a decade managing one of California’s largest Deferred Compensation retirement plans. The combination of these disciplines gives him a unique holistic view of the three main factors that can play into your tax return – finance, estate, and tax.
On the personal side, Fredrik is originally from Sweden and has put down roots in the Inland Empire with his wife Sarah and two children. They have lived in the Redlands area for about the last twenty years. He is an aspiring golfer, collector of California wine, and continually on the hunt for the world’s best taco.
Pam is a CTEC Registered Tax Preparer with eight years of experience in payroll and bookkeeping, five years of Project Management experience and over twenty years in Customer Service positions. She has extensive experience with Microsoft office, Accounting CS, Drake Tax Software, and many other programs. She is currently working towards a certification in both Bookkeeping and Data Analytics.
When Pam is not working, she can usually be found at home reading, making jewelry or cooking.
Patricia L Calistro
Patricia has worked in accounting and bookkeeping for the last 16 years. She has worked extensively with small and medium sized businesses with a particular emphasis on Gasoline and Service stations. She is fluent in Spanish, and has many years of experience working with Accounting CA, Drake Tax Software, and many other applications.
Patricia, together with her husband, are part owners of 3 Iron Brewery, and are ambassadors of craft beer. She also enjoys travel, fast cars, and champagne brunches.