Our Team

FOUNDER / ENROLLED AGENT

Duncan Kelm is the founder of Arrow Point Tax Services. He started APTS to build a tax firm focused on planning for the future. His background in consulting, finance, technology, and sports prepared him to build a new kind of tax firm.

OPERATIONS LEAD

Stephanie is a Sonoma County native and is excited to assist her beloved community in pursuing their financial goals. Prior to joining Arrow Point Tax Services, Stephanie worked at Redwood Credit Union before moving to a small Private Wealth Management company. There, she held the position of Executive Assistant and Office Manager for five years.

CPA / CONSULTANT

Mitch Hogins operates as a fractional CFO and consulting specialist for small businesses. He has decades of experience as a Fortune 500 CFO including time with Wachovia Bank, and Hyundai Motor Finance.

TAX AND FINANCE SPECIALIST

Joe Serino is a Tax and Finance Specialist at Arrow Point Tax. With 20+ years of experience in business and finance, he manages multiple accounts to provide tax insights and financial strategies. His attention to detail and determination are great assets to our clients. He maintains CTEC, Life and Health Insurance, and NMLS licenses. When not working, he stays active and enjoys visiting Italy.

CTO / SENIOR DEVELOPER

Frank is the CTO of APTS. He is a seasoned software developer with decades of experience. Frank assists the team with data management and custom application solutions.

TECHNOLOGIST

Benny is a software engineer that assists with various technology related tasks. Responsibilities include website maintenance, software development, and script creation.