Firm Contacts

Marin Office

  • 1101 Fifth Avenue
  • Suite 305
  • San Rafael, CA 94901
  • Telephone Number: 415-352-1100
  • Fax - Main: 415-226-1874
  • Fax - Legal: 415-352-1211
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Thomas W. Vogelheim, JD, CPA

  • Phone: 415-352-1100 ext. 2
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After graduating from UC Berkeley, Tom joined KPMG and worked in the High Net Worth Group. Upon moving to Southern California Tom was hired as a VP in the Trust Department at Bank of America. While there, Tom provided fee based financial planning and tax services for the bank's trust clients. He helped to manage client investment portfolios and became a Registered Investment Advisor.

About 20 years ago, Tom joined with two other alumni of KPMG to form the accounting firm of Nelson, Vogelheim, and Phillips, LLP and the law firm of Nelson Vogelheim, LLP. These firms have provided a full range of accounting , tax and estate planning services. The partners developed an expertise in tax matters related to equity compensation. Tom has been invited by numerous companies to conduct stock option planning seminars for their employees.

Timothy A. Nelson, JD, CPA, MS Taxation

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Timothy A. Nelson, J.D., C.P.A. specializes in designing, implementing and administering sophisticated wealth management strategies that integrate the following practice specialties: Investment Planning, Retirement Income Planning, Income Tax Planning and Estate Planning.

Mr. Nelson attended the University of Kansas where he graduated with a Bachelor of Science in Business in 1975. He received his J.D. from the University of California, Hastings College of Law. Mr. Nelson also received a M.S. in Taxation from Golden Gate University in 1994. Mr. Nelson was admitted to the State Bar of California in 1981, and in 1977 he was admitted to the California Board of Accountancy. 

Mr. Nelson’s work experience includes: Senior Tax Manager, High Net Worth Group, KPMG, San Francisco, CA, 1976-1977 & 1981-1988; Sole Proprietor, Law Offices of Timothy Nelson, Oakland, CA, 1988-1998; Senior Partner, Nelson & Vogelheim, LLP, Attorneys at Law, San Francisco, CA, 1998-present; Senior Partner, Nelson, Vogelheim & Phillips, LLP, Certified Public Accountants, San Francisco, CA, 2002-present.

Shayne Cooper, CPA, MS Tax

  • Phone: 415-352-1100 ext. 4
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Shayne Cooper is a Northern California CPA, specializing in individual & business tax. After completing his BS in Accounting at Sonoma State University, he continued his education at Golden Gate University, where he successfully completed his Masters of Science in Taxation. When he began his career at a small wine country CPA firm, he gained valuable experience with clients and client systems, specifically in the wine industry; and with this knowledge, moved on to a larger firm in San Francisco, back to a smaller firm to work with high net worth families, athletes, and entertainers, and now has partnered with a high performing team of investment managers, financial advisors, and CPAs here at the firm.

Samantha Bleeck, E.A.

Senior Manager
  • Phone: 415-352-1100 ext. 6
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I have been with Nelson, Vogelheim & Phillips, LLP since early 2014 working primarily on individual tax returns. Prior to working in the financial sector, my previous work experience in the hospitality industry helped form my focus on customer service. While preparing returns for a wide range of clients at NVP, my focus has recently turned to strategic planning related to employee equity transactions. The tax consequences of vesting, exercising and selling stock options and other forms of employee equity are of keen interest to me. I enjoy engaging with clients as we work through the appropriate strategy in this area.

Lacey Mortensen

Senior Accountant
  • Phone: 415-352-1100 ext. 7
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Lacey graduated Summa Cum Laude from Sonoma State University in 2017 with a B.S. in Business Administration and a concentration in Finance and joined our team shortly after. She wears many hats in the firm, assisting in tax return preparation, tax planning, stock option planning, financial planning operations and estate planning. Passionate in building strong client relationships, Lacey understands the value of communication and goal building with clients. She has implemented cutting-edge technologies and processes that maximize our client’s convenience and security.

Bryce Hufford

Staff Accountant
  • Phone: 415-352-1100 ext. 3
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Erika Lotz

Tax & Client Services Associate
  • 415-352-1100 ext. 15
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Erika graduated from UCSB in 2014 where she was first introduced to the world of financial planning during an exciting internship. She spent four years as the financial planner for a practice with high net worth individuals. She is using her previous experience to assist with tax preparation and planning while working with the financial planning team to help their clients feel confident in the financial security. She enjoys building relationships with individual clients and making their financial lives easier.

Angelique N. Korobi

Staff Accountant & Legal Assistant
  • Phone: 415-352-1100 ext. 5
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Curt Smith

Staff Accountant
  • Phone: 415-352-1100 ext. 8
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Thomas M. Phillips, CPA


Thomas M. Phillips, CPA, is the managing partner of the Marin office of Nelson, Vogelheim, Phillips, LLP. The focus of his practice has been in four areas, income tax compliance, trust administration, estate and gift taxation and financial planning.

Mr. Phillips began his career with KPMG Peat Marwick, focusing on financial planning and estate tax issues. After six years with KPMG Peat Marwick, he decided to move to a more challenging position with a smaller San Francisco based firm, Goldfarb and Simons. After departing the accounting firm of Goldfarb and Simons, Mr. Phillips created his own firm, which subsequently became the firm of Nelson, Vogelheim, Phillips, LLP.

Mr. Phillips is a past member of the AICPA, California Society of CPA’s and the San Francisco Estate Planning council. He graduated from San Diego State University with a Bachelors of Science degree in Business Administration with an emphasis in Accounting. In addition, he has the distinction from the AICPA as a Personal Financial Specialist.

Walnut Creek Office

  • 354 Pimlico Drive
  • Walnut Creek, CA 94597
  • Fax: 925-478-7461
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