THE INTELLIVIZE TEAM

Creativity. Collaboration. Attention to Detail.

Nothing is more crucial to running a successful firm than building a cohesive team. Our staff is made up of dedicated professionals who work tirelessly to ensure that our clients are satisfied. Schedule a consultation today to experience the distinct pleasure of working with Intellivize.

RIVER WATTS

Senior Tax Manager

As our valued Senior Tax Manager, River Watts handles many of our initial consultations with clients. Their attentiveness and mastery of financial regulations serves them well as they assess what services we can provide to a given individual or business.

JESSE NEIMUS

Tax Accountant

Intellivize would not be where it is today without Jesse Neimus. Throughout their years on our staff, they have helped develop our organization into a leading Financial Services Company in San Francisco. Get in touch to learn more about their story.

MORGAN JAMES

Client Services Coordinator

As an experienced and people-oriented Client Services Coordinator, Morgan James is a favorite among our clients. They take the time to get to know both the individuals and the businesses that they work with, allowing them to provide tailored services and financial advice.