Advisors
Meet our executive/advisor team. Each of us is a principal at our three affiliated firms: Thomas, Wirig, Doll & Company, CPAs; Capital Performance Advisors; and Pension One Advisors. So we can expertly assist the dental/medical community and our other clients in coordinating their financial, practice and tax-related needs, each of us is a CPA as well as a Registered Investment Advisor firm representative. Click on our names or photos for additional biographical information, or to send us an e-mail.
Sherman L. Doll, CPA/PFS
A member of our affiliated firms since 1982, Sherman is currently on extended leave from the firm to participate in a charitable outreach program. He will return in 2012.
Sherman’s prior experience includes serving as a tax specialist at Deloitte, Haskins & Sells, San Francisco; and as an accounting instructor at Golden Gate University. He has coauthored numerous articles for the medical and dental professional community and has been widely quoted in national financial publications including Newsweek, InvestmentNews, Medical Economics, Wealth Manager and Financial Advisor. Sherman also has served on the editorial board for Medical Economics.
Joseph Kalinowski, CPA/PFS
“Tax planning and professional accounting are important, but financial advisory services complete the circle. Working with people on a comprehensive level really makes a difference in their lives, and that’s what makes my career satisfying for me.”
Joe joined our affiliated firms in 1991. He enjoys the one-on-one consulting he provides clients, melding their accounting and financial needs and is a frequent speaker about wealth management and tax management strategies for high net worth individuals.
Joe’s past experience includes an accounting position at Good & Fowler, CPA in San Francisco. He holds a bachelor’s degree in economics from the University of California, Santa Barbara. In his free time, Joe can be found operating just about any vehicle with an engine, including spec series race cars, dirt bikes and airplanes. He also enjoys scuba diving in tropical climes, and has been known to croon with his wife in karaoke bars.
Phone: 925-280-5706
Email: joe@cpacapital.com
Steven E. Leininger, CPA/PFS
“My satisfaction comes from seeing dreams achieved. I really enjoy helping clients plan, bringing clarity to their goals and simplicity to their lives. People live more joyfully if they’re not bogged down in uncertainties. I think it is pretty cool to be part of that for them.”
Steve has been a member of our affiliated firms since 1984. With an expertise in serving health care professionals, he is sensitive to the unique challenges dentists and physicians face in an increasingly complex environment.
Steve has past experience as a tax specialist with Coopers and Lybrand in Dallas and has been an accounting instructor at Brigham Young University’s School of Accountancy (which has consistently ranked in the top 3 programs in the country). He is also co-author of numerous articles and publications for the ADA and CDA as well as industry journals tailored to help physicians and dentists grow and manage their wealth.
Steve holds a Master’s in Accountancy from Brigham Young University. In his free time, he enjoys backpacking and jogging. He also is involved in the Boy Scouts and participates with Brent Thomas in a “microfranchising” charitable program that helps South American small business owners become self-sufficient.
Phone: 925-280-5705
Email: steve@cpacapital.com
J. Haden Werhan, CPA/PFS
“Serving the dental community has been core to what I do throughout my career. I tell people it’s in my blood. After growing tired of transacting commission-based, real estate sales, I looked for better ways to support practices. I found what I was seeking at Thomas, Wirig & Doll, just as we were setting up Capital Performance Advisors. I’ve never looked back.”
Haden has been a member of our affiliated firms since 1998, providing wealth management, accounting and tax services to successful practitioners.
Haden came to the firm following a lengthy career managing, consulting and providing accounting services to dental practices ranging from start-ups, to acquisitions to large group settings. He has regularly lectured and provided seminars on tax, financial planning, practice management and practice evaluations at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental societies.
In addition to his CPA/PFS credentials, Haden also is a licensed real estate broker. He holds a bachelor’s in Economics, University of San Francisco; accounting and taxation studies at Golden Gate University. Haden enjoys living in Lafayette, and pursuing his personal interests in flying, scuba diving and swimming.
Phone: 925-280-5741
Email: haden@cpacapital.com
Barry W. Oliver, CPA/PFS
“After-tax dollars are the only kind you can spend. That’s why we integrate tax planning and wealth management services. All of us, myself included, wanted to have that kind of major impact helping clients tie all the significant pieces together.”
Barry became a partner of our affiliated firms in 1994. He dedicates his attention to helping clients simplify their financial lives and challenges, and make smart decisions with their money. He also is editor of Doctor’s Report, our monthly planning newsletter for the dental and medical community.
Prior to joining our affiliated firms, Barry served as a tax manager in the “Big Six” firms. He has co-authored numerous articles to help medical and dental professionals and other high net worth individuals, grow and manage their wealth.
Barry holds a bachelor’s degree from Brigham Young University. When he’s not enjoying the hiking and exploring in his “backyard” of Mount Diablo, Barry enjoys reading books on early US history and (not surprisingly) investing.
Phone: 925-280-5742
Email: barry@cpacapital.com
Brent P. Thomas, CPA/PFS
“We treat the whole client, not just some of the pieces. Monitoring earning potential helps with wise saving and investing, which drives the engine of true financial independence. Ignore a part of the cycle, and it might spin out of control. We put it all together: earning, investing and ultimately spending your wealth.”
A member of our affiliated firms since 1978, Brent gained prior experience in corporate accounting, specializing in auditing. He also has co-authored numerous articles to help medical and dental professionals grow and manage their wealth and businesses. He holds his Master’s in Business Administration from the University of Utah. In his free time, Brent enjoys spoiling his grandchildren, mentoring area youth, and participating in a “microfranchising” charitable program that helps South American small business owners become self-sufficient.
Phone: 925-280-5702
Email: brent@cpacapital.com
J.P. Wirig, CPA
“I became a skeptic of ‘mass market’ investment approaches early on while studying finance in college. Our investment platform is an elegant application of the pure principles of academic finance, transcending the noise. I love seeing how our investment strategy, combined with timeless accounting and practice management essentials, offers our clients confidence and hope during both the good and the challenging times.”
Joining our affiliated firms in 2002, J.P. specializes in tax accounting and investment advisory services for dentists and physicians. He also heads the firm’s practice development team, focusing on dental and medical practice formation, new business planning, practice buy-sell and transaction financing.
J.P. began his career in public accounting in 2001 at the international accounting firm KPMG Peat Marwick in Boston. There, he worked on a wide variety of projects for universities, international manufacturing businesses and high-tech ventures. He has been a regular speaker at the University of California, San Francisco; the University of the Pacific School of Dentistry; and various dental societies.
J.P. holds a Master’s of Accountancy from Brigham Young University. He remains a self-confessed techno-geek, keeping up with the latest available toys, but he also enjoys the great outdoors, spending time with his family in the Bay area’s many parks and beaches.
Phone: 925-280-5724
Email: jp@cpacapital.com
Jay W. Wirig, CPA/PFS
“I love the creative challenge of putting complex financial plans into place and seeing them come to fruition. Interacting with my clients and helping them realize their opportunities is so much fun. It really is. Life is short. You have to do everything and you have to enjoy everything”
A member of our affiliated firms since 1981, Jay primarily manages the assets of high net worth individuals, including medical and dental professionals, and pension plans.
Earlier in his career, Jay was a tax specialist at Deloitte, Haskins & Sells in San Francisco and an accounting instructor in the Golden Gate University MBA program. He is co-author of numerous articles tailored to help medical and dental professionals grow and manage their wealth. He holds a Master’s of Accountancy from Brigham Young University.
Jay’s diverse personal interests include organizing high-mountain mule trekking adventures (“I traded in my dirt bike for a mule”) and gourmet cooking.
Phone: 925-280-5703
Email: jay@cpacapital.com
Jared Nelson, CPA
“I was drawn to TWD and Capital Performance by the combination of independent spirit and high ethical standards found here. In my role, it’s been especially rewarding to educate new clients and give them the confidence that their goals are achievable. It feels good to be part of a larger effort.”
Jared joined our affiliated firms in 2006 to provide tax, accounting and wealth management services to the dental and medical community, with a focus on new business development.
Jared’s past experience includes a senior associate position at PricewaterhouseCoopers in Houston, Texas as well as Fortune 500 retailer Group1 Automotive Inc. In these positions, he performed financial audits and due diligence on firms ranging from multinationals to technology start-ups to not-for-profit foundations.
Jared earned his Master’s in Accountancy from Brigham Young University. Much of his free time is devoted to family outings to the beach and other area attractions. Occasionally, he and his wife escape to a nearby restaurant; Café Esin is among their favorites.
Phone: 925-280-5718
Email: jared@cpacapital.com
David Harlow, CPA
“I’m an accountant, but I’m definitely not the stereotypical ‘bean counter’ type. I’m passionate about representing the new kind of accountant. I’m a people person. Coming here, I get to work closely with small business owners, dentists and physicians daily, in a capacity that has real meaning in their lives. We use the numbers to solve real-life challenges before they become real-life problems.”
Dave joined our affiliated firms in 2005, assisting clients with their accounting and wealth management needs, with a particular focus on working with newer dental and medical practices as they transition from inception to success.
In his accounting position at Deloitte & Touche, San Francisco, Dave specialized in working with technology, engineering and real estate holding industry clients. He also was an accountant at Thomas G. Harlow, CPA, where he assisted the local business community in Hollister, CA.
Dave holds a Master’s of Accountancy with an emphasis in tax from Brigham Young University. He enjoys spending time with his family and, inheriting the singing gene from his parents, he is a guitar player and musical buff. He also enjoys water sports at the beach and reading John Grisham novels.
Dave is a regular speaker at various dental societies and academic institutions, and has published financial articles in publications such as New Dentist.
Phone: 925-280-5764
Email: dave@cpacapital.com
