Stephen J. Shook

Stephen J. Shook

Steve Shook is a practicing CPA and is responsible for coordinating tax matters and family home office services, and plays a significant role in the due diligence and structuring of financing and M&A transactions. He has extensive experience in working with high net worth individuals, closely held businesses and private equity groups. His services on behalf of high net worth individuals and their families include summarizing and presenting investment results, participating in multi-generational family matters, and facilitating the flow of appropriate information to other third party advisors in the areas of accounting, tax, estate planning and investment management.

He also has served as a business and tax advisor to growth-oriented companies in the information technology, electronics, financial, real estate and retail industries, including numerous publicly-held companies. Steve has served in an interim finance position with Applied Materials, Inc.’s manufacturing division where he was responsible for financial review of budgets, pricing models, and internal resource allocations. He also held a senior finance position with a multi-facility manufacturing services company supporting the semiconductor industry, where he was responsible for all financial operations, including treasury, capital budgeting and forecasting. Prior to starting his own CPA practice, he was employed by Ernst and Young and PricewaterhouseCoopers, including a three year assignment as Director of Tax of PWC’s Honolulu office.

Steve received a BBA and MPA in Taxation from the University of Texas at Austin.
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