Our Team
Alicia Pena
Professional Fiduciary
Hello! I am a native to the South Bay, graduated from West High School where I played volleyball and waterpolo. After highschool I received a scholarship to University of Mobile, in Alabama for volleyball and graduated in 2015 with a Bachelors in Science. After learning about Cynthia and her business, I became interested in accounting work, and began to research the profession and became fascinated. While working here I am honing my accounting experience and intend to complete by BS in Accounting and eventually sit for the CPA exam.
Sandra Ulisse
Senior Services Coordinator
Sandra has a diverse professional background after having lived in a variety of locations, both here and abroad. While raising her daughter and actively volunteering in schools and team organizations, she most recently worked as a bookkeeper. Her primary functions involved account reconciliations, sales tax filings and pension and benefit filings. She has served as a Recreation Manager in Saudi Arabia, a bookkeeper in England and an Instructional Assistant in North Carolina! Now living back in the states,she continues to enjoy international travel and, when staying closer to home, hiking.
Marion Hamilton
Services Coordinator
I have worked with Cynthia since she opened her office in Manhattan Beach in 2012. After living in the South Bay for 35+ years, my youngest of three children left for college and an empty nest loomed large. I decided to go back to work and revive the accounting career I had before children.
Helping and serving our clients and their families is tremendously rewarding.
Britney Warren
Administrative Coordinator
Hailing from Grass Valley in northern California, Britney is thrilled to join the team here at Palm Consulting. Her diverse background in management,office coordination and customer service has given her all that she needs to be successful here at the company. She currently calls the San Fernando Valley home but loves making her way down to the beach every day for work. Feeling satisfied about the work she does makes her thrive, and those who know her would agree that she gains satisfaction through helping people and learning each and every day.
Donna Kleinman
Administrative Coordinator
Donna compliments our team by sharing over 35 years of business experience with large national and international corporations where she was instrumental in strategic revenue growth and product development for retail and specialty store chains. In the last 10 years of her corporate career Donna Served as Vice President of Sales and Marketing. Donna considers herself lucky to call Redondo Beach her home.
Jackie Brunet
Administrative Coordinator
Jackie is a transplant from a small town in Michigan called Holland, and moved to the South Bay in 2017. Jackie is a resident in South Redondo and she and her family of 4 have fallen in love with the South Bay charm and have made this their forever home. Jackie previously supported her husband with their children, and worked assisting families with various tasks throughout the South Bay. Jackie brings a fantastic spirit to the team with her positive and can-do attitude. Jackie went through the experience of assisting in the administration of her grandfather's estate from states away, and saw just how much work and time goes into the process. Jackie's organization, and people skills make her an excellent addition to the Bridge Team!