Josh Sterling isn’t just a seasoned Wealth Strategist; he’s a partner you can trust in carving a financial path forward amidst the challenges of business ownership. With a repertoire of prestigious credentials, including Chartered Life Underwriter (CLU®), Certified Exit Planning Advisor (CEPA®), and Accredited Estate Planner (AEP®), Josh brings a wealth of knowledge to safeguard the fruits of your entrepreneurial endeavors.

At Camas Advice, where he’s a distinguished partner, Josh orchestrates tailored financial strategies that resonate with the aspirations of business owners. His seasoned eye always navigates the intricate avenues of life insurance planning, retirement foresight, tax efficiency, and estate preservation with a transparent, client-centric approach.

Josh’s drive extends beyond one-on-one advisories to educating the broader business community. His engaging talks on advanced life insurance case design and other crucial business and estate planning topics have empowered many entrepreneurs to steer their ventures with confidence. A firm believer in a collaborative approach, Josh affiliates with a network of top-notch CPAs, Estate Planning Attorneys, and Financial Advisors nationwide, ensuring a holistic perspective in every consultation.

Away from the financial blueprints and client dialogues, Josh’s athletic spirit shines. A former collegiate soccer player and coach with a National Championship title from Sonoma State University, he continues to share his love for sports with his wife, Kristy, and their two competitive soccer-playing sons, Carson and Parker. The Sterling family cherishes their time together, whether traveling for soccer tournaments, enjoying beach outings, or relaxing by their backyard pool, often in the joyful company of their two English labs, Hula and Maui.

Embodying a unique blend of dedication and depth in the accounting field, Kelly McGlinchy has been a pivotal figure at Linkenheimer since November 2019. Her journey is marked by a profound commitment to excellence and a keen insight into the needs of diverse industries.

Kelly’s academic credentials lay a solid foundation for her expertise. With a Bachelor of Science degree in Accounting from San Jose State University and an executive Master’s degree in Business Administration from Sonoma State University, she has equipped herself with both the technical skills and strategic vision essential for modern business challenges. Since embarking on her career in public accounting in early 2010, Kelly has become synonymous with reliability and precision.

Kelly’s professional narrative is rich with experience across a spectrum of sectors, including wine, craft beverage, retail, manufacturing, broker-dealer, technology, construction, and professional services industries. Her proficiency is not confined to traditional accounting; it extends to assurance services, transaction advisory, financial due diligence, and valuation-related services. Her active CPA license in California is a testament to her ongoing commitment to her profession and her clients.

Kelly excels in providing a wide array of services, from accounting and consulting to attest services. She specializes in delivering not just financial statement audits, reviews, compilations, and internal control improvements but also in understanding the unique challenges faced by businesses in the wine, retail, construction, and manufacturing industries.

Beyond the numbers and spreadsheets, Kelly’s heart beats for the North Bay community. Her involvement as an alumnus of the Leadership Santa Rosa program Class 36, her active participation in the Santa Rosa Chamber of Commerce, and her volunteer work on multiple local boards demonstrate her dedication to making a positive impact.

Kelly’s zest for life extends beyond her professional commitments. Whether it’s playing soccer, hiking, traveling, or volunteering, Kelly embraces every opportunity with enthusiasm and a spirit of teamwork.

Kelly McGlinchy stands out as a subject matter expert whose extensive experience and deep commitment to her field offer unparalleled value to any business. Her dedication to professional and business development, alongside her active role in the community, showcases her as a holistic leader in the financial and accounting sector.

Jeremy Little stands as a distinguished attorney in the CMPR firm’s Food and Alcoholic Beverage Group, where his legal expertise becomes the cornerstone for business innovation and growth. With a dedicated focus on business formation, expansion, and the strategic purchase and sale of companies, Jeremy’s counsel is invaluable to enterprises across the food, beer, wine, cider, and spirits sectors.

In his role, Jeremy excels in charting growth trajectories for both burgeoning startups and established entities. His adeptness at facilitating capital raising efforts, whether to kickstart operations or scale production, coupled with his nuanced understanding of regulatory landscapes governed by the ABC and TTB, ensures businesses not only thrive but comply.

Before his tenure at CMPR, Jeremy enriched the Sonoma County legal scene with his acumen for three years. This followed an eight-year journey as a high school teacher, and an intriguing stint leading sea kayaking tours in Southern Maine. It’s this diverse background that shapes his unique approach to legal counsel, blending educational rigor with adventurous spirit.

Jeremy’s passion isn’t confined to the courtroom or boardroom. As an amateur winemaker and brewer, he possesses a profound connection to and understanding of the alcoholic beverage industry. This personal engagement offers him an insider’s perspective on the challenges and opportunities within this vibrant sector.

Beyond his professional pursuits, Jeremy’s commitment to community shines through his extensive involvement:

• Member of the State Bar of California and the Sonoma County Bar Association.
• Long-standing service on the Board of Directors for the Santa Rosa Metro Chamber, including a term as Chair in 2022.
• A proud Leadership Santa Rosa Class XXVI graduate, with years of dedication as the Steering Committee Chair.
• Active contributions to the Healdsburg Animal Shelter and Tomorrow’s Leaders Today, among others.

Jeremy’s legal expertise is grounded in a solid educational foundation, with a Bachelor of Arts from the University of Virginia and a Juris Doctorate from Santa Clara University.

Jeremy’s practice areas span Food & Beverage, Mergers and Acquisitions, Real Estate & Land Use, and Start-up & Early Stage Companies, offering a comprehensive legal suite for business owners aiming for new heights.

Since stepping into the world of public accounting in 2007, Anya Cunningham has established herself as a pivotal force within the Linkenheimer team since 2012. With a keen eye for detail and a strategic approach to tax planning, Anya has become an indispensable advisor to businesses across a spectrum of industries.

Anya’s proficiency spans manufacturing, construction, agriculture, distribution, and service sectors, offering her clients a broad perspective on tax planning and consulting services. Her ability to tailor her expertise to the unique needs of each industry has made her a trusted partner for her clients.

Beyond general tax compliance, Anya brings a wealth of specific consulting experience to the table. Whether it’s navigating the financial intricacies of business operations, planning for exit or transition, advising on business purchases and sales, or making strategic decisions about entity selection, Anya’s guidance is comprehensive and insightful. Her focus on significant capital transactions and other advisory services ensures that businesses are not just compliant, but strategically poised for growth.

At the heart of Anya’s professional ethos is a commitment to fostering business success through practical and sound tax and financial processes. Catering primarily to small and medium-sized businesses, Anya is devoted to delivering services that align perfectly with her clients’ unique objectives, ensuring that every strategy is personalized and effective.

When not strategizing tax plans or consulting on business finances, Anya enjoys life’s pleasures with her husband, Brandon, and their two sons, Max and Jack. An avid traveler, Anya’s adventures span from the scenic trails of Sonoma County to her native Ukraine. Her passion for hot Pilates, yoga, and meditation reflects her belief in balance—between rigorous professional challenges and personal well-being.

Anya’s commitment to excellence in accounting and tax planning is further evidenced by her memberships in the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants, marking her as a professional dedicated to upholding the highest standards in her field.