Ridge Financial Services

Has many years of experience and expertise on tax compliance for business owners, high net worth individuals, and professionals across different industries including but not limited to real estate industry, financial services industry and information technology industry. Tao is specialized in tax compliance and planning for individual with multiple K-1s, real estate properties, foreign assets, and executives with ISO, ESPP and RSU.

Is responsible for assurance and business advisory. Prior to starting up RFS, Nicole has many years of experiences in Ernst and Young LLP where she focused on financial services industry including banking and capital markets, and wealth assets management. While at EY, Nicole managed the audits of both publicly traded and privately held companies, and issued opinion on financial statements and internal controls. U.S. GAAP and U.S. GAAS.

Formerly employed at Ernst & Young USA, specializing in providing professional services in the areas of taxation and transactions for senior executives of publicly traded companies and high-net-worth individuals across borders. Possesses extensive experience, including consultation on pre-IPO Sarbanes-Oxley (SOX) preparation and internal control services for listed companies in the United States.

Windy Wang is a professional focused on the life insurance industry, dedicated to helping clients safeguard the stable appreciation of family assets and mitigate various risks. As a senior insurance advisor, she is well-versed in the types and characteristics of insurance products, able to tailor the most suitable insurance solutions based on clients' needs. Whether in family wealth planning or risk management, Windy Wang has earned the trust and respect of clients through her professional knowledge and personalized service.

Experienced in driving the organization's digital transformation and marketing strategies, with trained skills in social media account operations and digital advertisement designing for financial companies. Jerry Liu is known for his strategic vision, his ability to adapt to rapidly changing technological landscapes, and his commitment to delivering exceptional client experiences especially in financial services.