Leadership Team

Meet the experts behind the business and client success at Allmon, DiBernardo & Associates.

Crafting Bespoke Strategies to Secure Your Financial Future

At Allmon, DiBernardo & Associates, our team delivers proactive, forward-thinking tax planning strategies and meticulous accounting services that align with your business and personal goals. Each member brings years of experience in tax planning, wealth preservation, and tailored advisory services, ensuring every decision is designed to maximize wealth and minimize tax exposure. We are deeply involved in crafting solutions that meet your current needs and anticipate future opportunities and challenges. If you’re not working with the Allmon DiBernardo team, you’re simply paying too much in taxes.

Group, Business People And Manager With Laptop On Desk For Financial Meeting

Meet the Allmon, DiBernardo, & Associates Team

Allmon

Michael B. Allmon

CPA

DiBernardo

Michael DiBernardo

CPA, MST

Falcon

Bryce Falcon

CPA, MBT

Dale Jellison, Director Of Accounting

Dale Jellison

Director of Accounting

Jocelyn Nunez, Administrative Manager

Jocelyn Nunez

Administrative Manager

Kim Rokicki, Cpa Tax Manager Copy

Kim Rokicki

CPA – Tax Manager

Tyler Furger, Private Wealth Partner

Tyler Furger

Private Wealth Partner

Nikky Sweet, Project Manager

Nikky Sweet

Project Manager

Lauren Frka, Controller

Lauren Frka

Controller

Victoria Wells, Tax Planning Associate

Victoria Wells

Tax Planning Associate

Andrew Rezner, Tax Planning Associate

Andrew Rezner

Tax Planning Associate

Grant Halsey, Tax Associate

Grant Halsey

Tax Associate

Jacob Johns, Tax Associate

Jacob Johns

Tax Associate

Patricia Christiansen, Accountant

Patricia Christiansen

Accountant

Catherine Dileva, Administrative Associate

Catherine DiLeva

Administrative Associate

Stefanie Allmon, Administrative Associate

Stefanie Allmon

Administrative Associate

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Jocelyn Nunez

Office Administrator [av_hr class='invisible' icon_select='yes' icon='ue808' font='entypo-fontello' position='center' shadow='no-shadow' height='5px' custom_border='av-border-thin' custom_width='50px' custom_margin_top='30px' custom_margin_bottom='30px' custom_border_color='' custom_icon_color='' id='' custom_class='' template_class='' av_uid='' sc_version='1.0' admin_preview_bg=''] Jocelyn is our office manager. She is responsible for the organization and administration of our company. Jocelyn is a determined and highly motivated person who does not need coffee to get her day started! Finding an excellent career has always been a priority for Jocelyn, being able to work for this firm is perfect to pursue her dream in the accounting field. She is currently taking accounting classes to expand her knowledge to contribute more in the company.

Dale Jellison

Accountant [av_hr class='invisible' icon_select='yes' icon='ue808' font='entypo-fontello' position='center' shadow='no-shadow' height='5px' custom_border='av-border-thin' custom_width='50px' custom_margin_top='30px' custom_margin_bottom='30px' custom_border_color='' custom_icon_color='' id='' custom_class='' template_class='' av_uid='' sc_version='1.0' admin_preview_bg=''] Dale Jellison joined Allmon, DiBernardo & Associates in July 2020. He is a seasoned accountant with over 25 years of experience, 20 years in accounting and operation management, managing the firm’s day-to-day operation for client bookkeeping, financials, and payroll functions. Dale also coaches clients who handle their accounting functions in-house, conduct audits, and prepares budgeting/forecasting, procedures, and checklists. Dale has over fifteen years of experience in residential brokerage real estate accounting, including but not limited to real estate business and software set up and preparing commission worksheets. He previously worked for Prudential California Realty in the corporate offices in San Diego, which had 100+ branches throughout Southern California and the Central Coast. Later, he managed the accounting of numerous boutique real estate firms in Southern California. He also previously worked for Clear Channel Radio under their radio automation software subsidiary and was also an assistant business manager for several Maine radio markets. Dale enjoys traveling, biking, hiking, photography, and writing. He also self-published a middle-grade novel.

Bryce Falcon

CPA, MBT [av_hr class='invisible' icon_select='yes' icon='ue808' font='entypo-fontello' position='center' shadow='no-shadow' height='5px' custom_border='av-border-thin' custom_width='50px' custom_margin_top='30px' custom_margin_bottom='30px' custom_border_color='' custom_icon_color='' id='' custom_class='' template_class='' av_uid='' sc_version='1.0' admin_preview_bg=''] Bryce rejoined Allmon, DiBernardo & Associates in December 2020. Previously, he worked for our office from 2007 until he left in 2011 to join Moss Adams, one of the largest public accounting firms in the country. During his tenure at Moss Adams, Bryce supervised and directed tax and financial planning and compliance for hundreds of diverse clientele, including partnerships, C corporations, S corporations, trusts, private foundations, and high-net-worth individuals and families. He served as a business consultant, mentor for firm professionals, and leader in ongoing campus recruiting efforts. During his earlier work in our office, Bryce oversaw the office’s day-to-day administration, including the development and implementation of a paperless system and the upkeep of client bookkeeping. Bryce also assisted with the input of data for individual and corporate income tax filings, trained incoming staff, and maintained the office’s website and other social media accounts. Bryce holds a Master’s in Business Taxation from the University of Southern California and graduated Magna Cum Laude from Loyola Marymount University with a Bachelor of Science in Accounting and a Bachelor of Arts in Film & Television Production. Bryce has a depth of experience serving high-net-worth individuals and their companies, including corporate executives, investors, writers, producers, performing artists, and retired individuals. Bryce is dedicated to advancing the personal and financial goals of his clients by collaborating with expert advisors to develop comprehensive plans incorporating tax, financial, and estate planning needs. Born and raised in Manhattan Beach, Bryce enjoys running, biking, cooking, international travel, playing guitar and piano, and dabbling in photography, videography, and graphic design.

Michael DiBernardo

CPA, MST [av_hr class='invisible' icon_select='yes' icon='ue808' font='entypo-fontello' position='center' shadow='no-shadow' height='5px' custom_border='av-border-thin' custom_width='50px' custom_margin_top='30px' custom_margin_bottom='30px' custom_border_color='' custom_icon_color='' id='' custom_class='' template_class='' av_uid='' sc_version='1.0' admin_preview_bg=''] Mike DiBernardo is a Certified Public Accountant specializing in tax and accounting solutions for small businesses. As a Certified Tax Coach, he is highly skilled in tax planning and creates sophisticated strategies to minimize taxes for businesses and their owners. Mike has been practicing as an accountant for almost 10 years. He graduated Summa Cum Laude from the University of California, Los Angeles (UCLA) with a Bachelor of Arts in Business Economics and a Minor in Accounting. Prior to founding DiBernardo & Company, P.C., he worked with Fortune 500 and other publicly traded companies on complex domestic and multinational transactions at PricewaterhouseCoopers. A Southern California native, Mike enjoys running along the beach, swimming, attempting to surf, and traveling with his wife. Mike DiBernardo has earned the special designation of Certified Tax Coach (CTC). This designation means he is a highly trained tax coach who can identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find.

Michael B. Allmon

CPA [av_hr class='invisible' icon_select='yes' icon='ue808' font='entypo-fontello' position='center' shadow='no-shadow' height='5px' custom_border='av-border-thin' custom_width='50px' custom_margin_top='30px' custom_margin_bottom='30px' custom_border_color='' custom_icon_color='' id='' custom_class='' template_class='' av_uid='' sc_version='1.0' admin_preview_bg=''] With a Master’s in Business Taxation from the University of Southern California and a Bachelor of Business Administration in Accounting from the University of Texas, Michael Allmon has over 35 years of experience in tax planning and preparation, estate planning, and financial planning for businesses and individuals. Mike has held various executive and managerial positions with Laventhol & Horwath in Los Angeles, and Zusman, Cameron & Allmon, CPAs (as a partner in charge of Tax and Personal Financial Consulting Services) before founding Michael B. Allmon & Associates, LLP, CPAs in 1988. Mike has been a member of the Board of Trustees (Board of Directors) for CalCPA Protect Plus (The Group Insurance Trust) since January 2012. He is currently Chair of the Finance and Investment Committee where he has been a member since 2013. He was previously a member of the Claims and Plan Design Committee (2008 to 2012), and the Audit Committee (2012 to 2014). Mike is currently a member of the Executive Committee since 2015. As an active participant in the accounting community, Mike is the Founding Chair of the Statewide CalCPA Estate Planning Committee and has also chaired the LA chapter Estate Planning Committee for CalCPA (one of the largest technical committees of CPAs in the nation) for over 20 years. He is also the Founding Chair of the CalCPA Mentoring and Internship Program and was an active member of the CalCPA Taxation Committee. Also a former member of the Board of Directors and former Vice-President of the CalCPA Los Angeles Chapter, Mike has a long history of giving speeches and networking with accounting professionals in the state and local area. In addition to his participation in the accounting world, Mike has been an active member in the Manhattan Beach community for over 35 years.

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