Susan Leivas-Sturner is the CEO of Leivas Tax Wealth Management with nearly four decades of experience. At the age of 13, Susie started in the tax business, assisting her father, Richard Leivas. After completing her education, she and her father became business partners, eventually forming Leivas Tax Wealth Management. Today, she serves as the leader of the team.

As an Enrolled Agent, tax preparer, and an Investment Advisor Representative, she can assist clients with a wide array of services. Over the course of her career, she has demonstrated to clients the tax benefit of retirement planning, and strives to incorporate tax planning with financial and investment services*. With so many decades of experience, Susie has worked with families through multiple generations and enjoys building long-lasting relationships with her clients.

One of Susie’s greatest strengths is helping clients understand and feel comfortable with the topic of their taxes. Striving to create a warm and welcoming atmosphere, she believes her clients should walk away with a feeling of having had not only a professional experience, but a pleasant experience.

Outside of the office, Susie enjoys spending time with her family, taking long walks, boating, and reading.

*Investment and financial services are offered by Susan Leivas-Sturner through her affiliation with Avantax

Spencer MacDougall is an accounting manager with Leivas Tax Wealth Management. With more than 30 years of experience, he is responsible for many business and individual accounts, while also overseeing the operations of the accounting and payroll departments. With the knowledge, experience, and credentials both in financial services and accounting, he aims to weave together the two services when working with clients.

Spencer is a Registered Representative , a CERTIFIED FINANCIAL PLANNER™ professional, and an Enrolled Agent. He received his Bachelor of Arts in Economics from the University of California, Riverside. With a diverse background, he is well-versed in helping clients plan for their financial futures by coordinating their investments and plans for retirement, while also taking advantage of the most tax benefits available along the way. He can practice before the IRS, offer comprehensive financial planning services*, assist with tax returns, and offer investment strategies*.

Outside of the office, Spencer is active in his community. He serves as a board member for Habitat for Humanity Riverside (and has for more than 12 years), including two terms as Treasurer. He was recognized for his commitment and service by the Riverside County Volunteer Center in 2009. In his free time, he enjoys traveling and attending baseball and hockey games.

*These services are offered by Spencer MacDougall through his affiliation with Avantax

Jennifer Bottini first worked for Susie in the marketing department of Norton-Leivas in the 1990s, and returned to Leivas Tax Wealth Management for Tax Season 2013. While at the front desk, Jennifer’s experience in Customer Service allowed her to move on to become an Assistant to Susie and the other Financial Advisors.

Jennifer is responsible for initiating and processing the paperwork for financial cases and works directly with our Broker Dealer and the various fund and insurance companies Leivas does business with. She keeps the advisors and clients up to date on transactions, can help answer non investment questions and schedules appointments. When you are in need of assistance, contact Jennifer and she will let you know what documents you need to facilitate a successful appointment with one of our advisors.

Candice Bowman has worked in the finance world for 20 years. She has worked as a liaison between client and creditor with Consumer Credit Counseling Service for 10 years. Then for the last 10 years she has run a successful home loan document signing service. She has been a part of the Leivas family for the last 10 months, assisting our financial advisors and hosting monthly complementary financial workshops.

Candice is responsible for initiating and processing the paperwork for financial cases and works directly with our Broker Dealer HD Vest and the various fund and insurance companies Leivas does business with. She keeps the advisors and clients up to date on transactions, can help answer questions and schedules appointments. When you are in need of financial advice, contact Candice and she will let you know what documents you need to facilitate a successful appointment with one of our advisors.