JASON HOPE - CPA, CFA, Founder of Hope Financial Consulting
Jason has over 15 years of experience working in accounting and finance at various private and non-profit organizations. He has had an active CPA license from the state of California since 2007 and has held the designation of CFA charter holder since 2010.
Jason started his career in the San Diego office of KPMG. His focus was in the audit and advisory functions for large public and private (including non-profit) organizations located in San Diego and the Southwest. Subsequently, Jason spent his time first as an equity research analyst, then in private equity as Director of Operations and Fund Controller, and finally in industry as a CFO. In industry, he oversaw all accounting and finance operations in the U.S. and Mexico for a privately-owned multi-national organization.
Jason graduated from Brigham Young University with a B.S. degree in 2005 in Accountancy and a Master’s Degree in Accountancy in 2006.
ERIN SHIELDS - CPA, Staff Accountant
Erin graduated from Brigham Young University with a B.S. in Accounting in 2014, and then from the University of California at Irvine with a Master’s in Accountancy in 2015.
She started her career at Ernst & Young as a tax staff from 2014 to 2016, transitioning to a firm in San Diego as a tax senior before joining Hope Financial in early 2019 as our first employee.
Erin is a fully licensed CPA for the state of California.
DENISE BALL - CPA
Denise graduated from The University of Texas at Austin with a BBA, majoring in Accounting. She began her accounting career working for a non-profit in the medical industry, and soon after earned her CPA license. She then worked in the occupational health industry at Concentra Health Services, where she was promoted to Cash Manager and then Division Accounting Manager.
After a move to San Diego, she worked in various accounting roles in the bioscience industry before putting her career on hold to raise her three children.
In the Fall of 2019, Denise joined Hope Financial.
JEN INGLE - Bookkeeper
Jen graduated from the University of San Diego in 2005 with a B.S. in Accounting and a minor in Information Studies. She completed her Master’s Degree in Accounting at USD in 2006. In 2007, she started her career at KPMG in San Diego as part of the audit and advisory group. Jason and Jen worked together at KPMG for a brief period of time.
Between 2008 and 2015, Jen worked for a variety of well-established financial institutions including several large banks, and in 2020, she joined Hope Financial Consulting , and is now in the process of becoming an Enrolled Agent.
BRITTANY PERDUE - Jr. Bookkeeper
Brittany graduated from Brigham Young University in 2009 with a B.S. in Athletic Training, after which she became a certified and licensed athletic trainer, working with young athletes and assisted sports medicine doctors at the Intermountain Health Care Clinic in Utah.
In 2012, Brittany relocated to San Diego with her husband to start their family and had the first of her three beautiful children. She is a passionate runner and has completed four marathons and ten half marathons.
Brittany joined Hope Financial in April 2020.