---
title: "About HavenStone Advisory"
updated: "2026-05-01T08:00:00Z"
canonical: "https://www.havenstoneadvisory.com/about"
---

# About HavenStone Advisory

## Our Mission

To help entrepreneurs minimize taxes, maximize profits, and build lasting legacies — one smart decision at a time.

## Our Core Values

- **Ownership**: We take responsibility for outcomes. We own the work and follow through.
- **Integrity**: We act with honesty and transparency, even when it is uncomfortable.
- **Inspiration**: We bring energy and a growth mindset. We help each other improve.
- **Excellence**: We pay attention to details and deliver work we are proud of.
- **Results**: We focus on measurable impact and clear outcomes for clients.

## The HavenStone Team

- Mia Anne Pham Reeves, CPA — Managing Partner
- Marisol Saenz, CPA — Accounting Manager
- Marlene Amata, EA — Tax Manager
- Charmaine Calabia — Staff Accountant
- Princess David — Senior Accountant
- Chaeli Hariton — Tax Advisor
- Chiara Manalo — Staff Accountant
- Jackylene Marzan — Accounting Staff
- Triza Quitalib — Accounting Staff
- Joan Samson — Tax Admin
- Joan Yalung — Payroll and Operations Staff
- Shah Islam — Marketing Specialist
- Travis Wolfe — Intern

## We're Hiring

We're looking for talented professionals to join our growing team. See current openings on Indeed.