Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Featured Team Member

Bob Carey

Robert W. Carey, (Bob) has been involved in financial, insurance, real estate and the investment industries since 1985 when he co-founded Carey Accountancy Corporation. In 1991, Tom Hanna, CPA arrived and the firm of Carey & Hanna,...

Davin Carey

Since Davin’s affiliation with Carey & Hanna in 2007, the firm has flourished. Davin has been recognized by HDVest Investment Services, one of the largest independent broker-dealers in the country, as a member of the Premier...

Tom J. Hanna

Thomas Hanna (Tom) began his accounting career in 1986, after earning a Bachelor of Science degree from the University of California Northridge. Four years later, he became a Certified Public Accountant. Then, during 1991, Tom joined...

Chris Sullivan

Chris’ journey into the financial planning world is a unique one. After graduating in 2010 from the Marriott School of Management with a Bachelor’s degree in Business Entrepreneurship, he obtained the Series 7 and...

Danya Carey

Danya started her professional working career early. At age 14, she worked part-time at her Dad’s CPA firm. She assembled income tax returns, performed office functions, and helped with the marketing and advertising needs of the...

Leah Laan

Leah Davis began working at Carey & Hanna at the end of 2014. She first entered the accounting field when she assembled tax returns for a local accounting firm while attending Ventura High School. Upon graduating from Cal Poly San Luis...

Michelle Nelson

A native of Los Angeles, Michelle moved to Port Hueneme in 2014 to be with her husband who is in the Navy. Administrative Assistant by day and self-proclaimed Snow White by night, when Michelle isn’t pushing paper she is feeding...

Renee Linden

Renée began her public accounting career in 1981 right out of high school in Northern California for a CPA firm in San Francisco. There she began her college education at the College of Marin in Accounting

Alma Ambriz

Alma Ambriz is Carey & Hanna’s newest Receptionist. Alma come to us from Saticoy Country Club, and transitioned well as she was previously familiar with many of our clients. She brings with her over 25 years of customer service...

Kayleen Hanna

Kayleen was born and raised in Ventura and began working with Carey & Hanna at the beginning of the 2019 year. Graduating at Buena High School, she then discovered her love for accounting at Ventura College where she got her Associate...

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