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Tess Honan is the Chief Operating Officer of ETS, where she has overall strategic and operational responsibility for ETS’ employees, performance, and execution of its missions and goals, while providing day-to-day management for the ETS Advisory Group. Previously she was Manager, Continuous Improvement at ETS. For over 15 years, she was with the Walt Disney Company, where she was responsible for themed entertainment design and implementation. For over five of those years, she was an Assistant Producer with prestigious Walt Disney Imagineering, where she executed over 180 projects annually, representing over $4M of work, supporting an overall $80M portfolio. She holds a B.A. degree in Hotel and Event Management from the University of Central Florida and is a Level 1 Sommelier. Tess lives in sunny Florida. She enjoys cooking, reading, and camping.
A recognized face at most accounting conferences and conventions, Jeff is a frequent keynote speaker and workshop presenter. His presentations consistently receive outstanding reviews from audiences, and are famous for having substantive tools and resources included as part of his materials.In 2010, Jeff founded iShade.com. Under his leadership, the tech startup attracted an initial round of venture capital, achieved a successful launch and quickly lived up to it’s moniker as “The Accounting Profession Online”. Jeff and his other founding partners sold their controlling interests in the portal in 2012 –achieving a $3.3M valuation. Jeff currently resides in suburban St. Louis with his wife Cindy and their four children. In his free time Jeff enjoys escaping to his family retreat in remote McCloud, CA, and serving as the “voice” of the St. Louis University High School and Affton Americans hockey teams.
Michael D’Onofrio is the Managing Director of ETS and sits on the Executive Board. He has had a successful career in finance, energy consulting, and real estate development. Michael has founded numerous successful companies and is a valued member of the team. His strong business drive has added professionalism, consistency and significant growth to the company as a whole as he guides his clients along the path of increased success and missed opportunities for reduced tax liability. He has also mentored many ETS team members to the same success.
Michael is originally from Southern Florida and recently relocated to Charlotte, North Carolina with his wife and two small children. They enjoy playing in the great outdoors, mountain biking, hiking, and sports. Michael also enjoys yoga, particularly Bikram Yoga (known as “hot” yoga), and rather than client golf outings, he will happily oblige any ETS clients with an hour of hot yoga instruction!
Heidi Henderson oversees the Marketing and Advertising efforts along with business development for ETS. Her career has been spent in private accounting within the commercial real estate, development, and construction industries. This background allowed her to quickly adapt to the services offered by ETS as they relate to CPA’s, business owners, and property investors nationally.
Heidi lives in Northern Utah with her husband and three children, and a number of animal friends. Although she enjoys traveling she can be found after hours outside biking, skiing, boating or sitting on the back of a horse.
Kimberly Lochridge is Executive Vice President for Engineered Tax Services, Inc. (ETS), an industry-leading provider of specialty tax services in the United States. Kimberly possesses a powerful combination of real-world business management skills, with a fundamental understanding and practical application of tax codes as they relate to real estate, and energy efficiency incentives. This knowledge and experience has uniquely positioned her as a big-league tax expert for Fortune 500, high net worth individuals, ultra-high net worth individuals, single and multiple family offices, architects, engineers, and CPAs nationwide.
Ms. Lochridge also serves on the Investment Council for the Gonzalez Family Office where she reviews potential opportunities and co-investments the family’s portfolio. This activity has earned her a seat on the tax committee for the Washington D.C. based Real Estate Roundtable group as well as a variety of board positions.
Prior to joining ETS and the Gonzalez Family Office, Ms. Lochridge has spent over a quarter of a century in entrepreneurship which had important roles within the real estate and energy industry. Kim is also a frequent multi-national speaker in the tax, investment, private wealth, and family office spaces where she altruistically shares her expertise with others.
Engineered Tax Services, Inc. Chairman & CEO: 2001 – Present
Mr. Julio P. Gonzalez founded the Gonzalez Family Office and is the CEO and Founder of Engineered Tax Services, Inc. (ETS). ETS is the country’s largest specialty tax engineering firm which specializes in the preservation of wealth and United States’ job creation through IRS engineering-based services to include research and development manufacturing tax credit and grant studies, energy tax incentives studies, cost segregation deprecation studies for buildings, Opportunity Zone studies, real estate state and local incentive studies and alternative tax optimization studies.
Mr. Gonzalez started ETS in 2001 to bring specialized engineering tax studies to mainstream America, which have historically only available to the Fortune 500 and public companies through then the Big 8 National Accounting Firms. ETS has 26 offices nationally and is headquartered in West Palm Beach, Florida.
In addition to ETS, Mr. Gonzalez started several other family operational companies including his family office, Gonzalez Family Office (GFO), Calle Gato Ocho (CGO), Engineered Tax Exchange (ETE) and Engineered Family Office (EFO). Gonzalez Family Office manages the Gonzalez family capital by investing primarily in real estate, private equity, and venture capital. CGO owns and operates direct real estate investments in multi-family housing and office/mixed-use real estate for the Gonzalez family.
Mr. Gonzalez works weekly in Washington D.C. to work with the administration, Congress and Senate to advise on tax reform and is the go-to tax expert representing many national organizations and associations. He is a regular public speaker on a national level regarding tax reform and tax sophistication for wealth preservation.
He is a proud supporter and member of: