• Broker dealers
• Investment advisers
• Law firms
• Real estate development
• Service-based businesses
• Product-based businesses
ANNETTE CALVERI SONNENBURG
Annette started her career with a nationwide securities broker dealer. She was licensed under Series 7 (Registered Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), Series 4 (Options Principal) and Series 27 (Financial and Operations Principal). She then went on to become the Chief Compliance Officer, Chief Financial Officer and Chief Operations Officer of a regional firm before returning to management at a national company.
After providing all accounting functions, analyzing securities cases, and consulting for clients of a local law firm, Annette decided to start her own business and provided business consulting, risk assessment, and accounting services for law firms, construction companies, investment advisors, broker dealers, and extended her services to an action sports company, two large night clubs, a movie production, and product sales.
Annette has also spent more than 15 years managing the trusts, private holding companies, insurance, legal matters, and personal finances for high net worth individuals.
She is most appreciated by her clients for her strong work ethic, attention to detail, thorough analysis of all needs of the business, and efficiency standards.
TED H. SONNENBURG, PE, LEHS
Ted is a professional environmental engineer and works mainly as the Vice President of a nationwide environmental firm. He has operated his own small businesses in the areas of specialty construction and environmental consulting. He has previously worked for the health department as an environmental enforcement officer and with the police department investigating environmental crimes. He assists Sonnenburg Consulting in the areas of compliance with federal and local environmental and safety regulations, risk assessment and business maintenance
Tammy Fisher Bookkeeper
Danielle Gibbs Bookkeeper
Kayeli Calveri Administrative Assistant/Bookkeeper
Bailey Calveri Bookkeeper
Bailey first joined Sonnenburg Consulting in June of 2012 and we are pleased that he rejoined the team in January of 2018. He has gained experience with multiple companies providing customer service, training other employees, and managing his own department with efficiency. Our clients appreciate his willingness and flexibility to be available when it is convenient for them, problem solve, and spend time with them to assist them in understanding their accounting entries. He enjoys going beyond typical customer service and assisting clients and other team members.
Mindy Petersen Bookkeeper
Mindy joined the Sonnenburg team in January of 2018. She has worked with reputable financial institutions where she worked as an account reconciliations specialist and financial service representative helping maintain commercial client accounts. This experience and knowledge lead her to beginning her own successful small business. With Mindy’s solid understanding of bookkeeping and accounts payable/receivable principles you can guarantee the best hands on experience, attention to detail, and a high degree of accuracy and customer service.