Our Team

  

 

 

 

 

 

 

 

 

The professionals at JY WealthCare, LLC are here to help you craft a wealth plan that addresses your needs. Through an ongoing consultative approach, we stay abreast of all life's changes and how they can affect your plans and your future. Whether you are planning for yourself, your family or your business, we take a personal interest in helping you "live your dreams."

 

Barbara Holian Kong, CFP®

David Davis, CPA

Frederick Leonard, CPA

Sheryl Peterson, CPA

Byron Ishiwata, CPA

 

 

Barbara Holian Kong, CFP®

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Barbara is the Director of Financial Services for JY WealthCare, LLC. She joined the firm in February 2004.

Barbara is a Certified Financial Planner TM  and has worked with individuals and small businesses since 1991 providing financial planning services. She earned her MBA in Business Administration from Arizona State University. Barbara is a member of the Silicon Valley Financial Planning Association as well as the Santa Clara County Estate Planning Council.

Barbara has successfully completed FINRA Series 6, 7, 63 and 66 examinations. She is registered through 1st Global Capital Corp., member FINRA/SIPC.org, our broker-dealer, as an Investment Adviser Representative in California and has securities licenses for Maine, Maryland, New Hampshire, Oregon and Washington. Barbara holds the California insurance license (Lic. # 0A26929) for life, disability, long-term care and annuities.

To assist every client reach their comprehensive financial goal, Barbara employs the Method 10TM program to ensure all financial concerns are addressed in a systematic method. The process involves gathering relevant financial information, setting life goals, examining current financial status and determining a strategy designed to meet those goals.

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 David Davis, CPA

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As Managing Partner, Dave directs our business strategy and operations with responsibility for support functions, including finance, information technology, human resources, practice development, and client service. Dave also leads our management team, comprised of professionals who possess broad expertise and diverse backgrounds with responsibility to implement the Firm's mission, vision and values.

Dave represents a wide variety of businesses and individuals. He provides accounting, tax planning and general business consulting to owner-managed businesses and executives. His clients include wholesale distributors, manufacturing companies, services companies, health care providers, real estate developers and not-for-profit organizations.

Dave also oversees the firm's financial services affiliate JY WealthCare, LLC. It provides comprehensive financial planning in the ten critical planning areas using an approach called Method 10TM.  Dave has successfully completed FINRA Series 7 and 66 examinations and holds a California insurance license (Lic. # 0E01220).
 

Dave has been a resident of Silicon Valley since the early 70's. He graduated from Archbishop Mitty High School. He attended San Diego State University earning his Bachelor's degree in 1979. In October 1980, Dave joined Johanson & Yau. He has been a partner in the firm since 1986. Dave lives in Willow Glen with his beautiful wife and two wonderful daughters.

Activities/Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • San Jose Rotary Club
  • San Jose Sports Hall of Fame

Dave has directed his community investment through participation in various organizations, including Young Life, San Jose Rotary and Church of the Chimes in San Jose.

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Frederick Leonard, CPA

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Fred joined Johanson & Yau in 1989 and is the managing partner of the firm, and partner in charge of the accounting and auditing practice. Previously, he was a partner in a "Big 4" international accounting firm and joined Johanson & Yau in order to provide a more personal level of service to small and medium-sized businesses.

Fred served as managing partner of the firm from 2000-2012.  During this time, the firm created its financial services affiliate JY WealthCare, LLC and joined BKR International, an association of public accounting firms located throughout the United States and around the world.

Fred began his public accounting career in 1974 upon graduation from Santa Clara University. His entire career has been devoted to servicing the needs of businesses and business owners with accounting, tax and advisory services. He has extensive experience helping start-up companies with accounting system implementation and tax planning issues and has advised clients on the sale and purchase of businesses. Fred emphasizes working closely with clients throughout the year to assist with ongoing business issues, answer questions, and promote planning. His client relationships date back as far as 1979 and include real estate developers, construction contractors, high technology software and service companies, light manufacturing and health care businesses.

Fred is a licensed CPA in the State of California. He has successfully completed FINRA Series 7 and 66 examinations and holds a California insurance license (Lic. # 0D52949). Fred is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

He is also a member of the Santa Clara University Board of Fellows and and an audit committee member for the San Jose Rotary Foundation, the Children's Discovery Museum of San Jose and Catholic Charities.

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Sheryl Peterson, CPA

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Born and raised in Silicon Valley, Sheryl joined Johanson & Yau in 1994 after spending eight years with a large independent firm in Los Angeles. She graduated from the University of California at Santa Barbara and has a masters degree in taxation from Golden Gate University. She attended the Rome campus of Loyola University in the Italian Studies Program in 1984.

Sheryl is a tax partner and specializes in tax compliance and planning services for individuals, estates and trusts. She is experienced in various aspects of wealth preservation including charitable trusts and private foundations. Sheryl has consulted with numerous individuals on the tax treatment and optimization of stock option planning. She also consults with individuals and small businesses on investments, insurance needs and retirement planning. Sheryl is a licensed CPA in the State of California. She has successfully completed FINRA Series 7 and 66 examinations and holds a California insurance license (Lic. # 0D84349).

Sheryl has spoken at wealth preservation and estate planning seminars. She is a member of the American Institute of Certified Public Accountants and the Cal Soc of CPAs. She is also a member of the Santa Clara County Estate Planning Council and represents the firm on the boards of the Stanford-MIT Venture Lab, and the Lupus Foundation of Northern CA. Prior associations include the YMCA, Via Rehabilitation Services and Scott’s Business Forum.

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Byron Ishiwata, CPA

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Byron is in charge of the firm's tax department and is an expert in tax services to individuals, corporations, partnerships, estates and trusts. Byron prides himself on personal service and enjoys working with small businesses and individuals. Joining Johanson & Yau in 1983, Byron has been a partner in the firm since 2002.

Byron is a member of the Tax Division of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He graduated with honors from the University of Santa Clara and has an MBA in taxation from Golden Gate University. As a key member of JY WealthCare, LLC, Byron successfully completed FINRA Series 7 and 66 examinations and holds a California insurance license (Lic. # 0E32247). Byron is also a member of the Japanese-American Chamber of Commerce.

Byron was born and raised in San Jose and is also an ordained minister for the Konko Church of San Jose, serving as assistant head minister. He serves as assistant chief administrative minister for the Konko Churches of North America, a body that governs all of the Konko Churches in America and Canada. He enjoys sports and shares in season tickets for all of the major sports teams in the Bay Area.

Tax and advisory services for:

  •  Real estate
  •  High worth individuals including medical professionals
  •  Estates and trusts
  •  Small and medium closely held Silicon Valley businesses

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"Method 10™ and the Method 10 wheel design are properties of 1st Global Capital Corp. 2014. All rights reserved."

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