Meet the Team
Steve is a nationally recognized authority on tax, estate, and business planning. He has a MBA and CPA background, is a Fellow and Regent of the American College of Trust and Estate Counsel ("ACTEC"), and is a CA Certified Legal Specialist in both Taxation Law and Estate Planning, Trust, and Probate Law.
Erica B. Deutsch
Erica advises individuals, couples, families, businesses, fiduciaries, and charities on a variety of tax and estate planning matters. She has an LL.M in Estate Planning from the University of Miami School of Law and is a CA Certified Legal Specialist in Estate Planning, Trust, and Probate Law.
Brittany D. Hansen
Brittany's practice is founded on a deep understanding of both the unique needs of families and multigenerational family businesses and ever-changing federal and state laws. She has an LL.M in Estate Planning from the University of Miami School of Law.
Office Operations Manager
Lili handles lots of the firm’s logistics and oversees our accounting process. Her previous work experience ranging from small to large companies and firms provides her with the knowledge and expertise for her current role at Beacon. Outside of work, Lili’s hobbies include reading, camping, traveling, and spending time with her family including her furry ones.
When Shannon is not supporting the amazing, dedicated Beacon team you can find her outdoors, hiking and taking in the gorgeous views of California’s many mountain ranges, forests, and beautiful beaches. Her other passions are playing with her cat, eating amazing food, reading, and making jewelry.
Paralegal and Client Relations Advisor
Debbi, who worked with our team for many years as a senior estate planning paralegal before retiring from full-time work, continues to assist us by providing part-time paralegal services and working with new and incoming clients in the process of establishing a relationship with Beacon as the first step toward accomplishing their objectives for tax and estate planning or legal consultation.