Meet The Team

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Khristine Valdez

Founder & CEO
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Karina Lozan

Accounting Manager

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Steve Roqueni

Accounting Manager
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Nadia Milner

AP Specialist
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Priscilla Gonzalez

Marketing Coordinator

Now Hiring!

At Haven Financial Services, we are looking for talented professionals to bring on board to support our team and growing client base.

X Khristine launched Haven Financial Services as she saw a a need for Executive and Management accounting services from the local companies in Orange County and built a company that focuses on a high quality of financial service. Previously, Khristine was a CFO for Orange County firms such as Sail Venture Partners, Teles Properties and the McMonigle Group. Khristine was also a CPA providing tax and audit services, primarily in the Real Estate and Non-Profit Industries. She earned her Bachelor’s Degree from Cal State Fullerton, and obtained her CPA license in Wisconsin.
X Karina Lozan graduated from University of Washington with a degree in accounting. Prior to joining the Haven team, she worked as a CFO at ACD Racing Parts Inc. Karina also held a financial analyst/proposal writer position at Microsoft and a staff accountant position at Springhill Memorial Hospital. In her free time she enjoys spending time with her three children, traveling, and hiking.
X Nadia has worked for multi-million dollar companies handling all their financial needs since 1998. She has worked at the LA Fitness Corporate office in Irvine where she was responsible for collecting over 50 million dollars, encompassing 12 projects simultaneously. From there, Nadia went on to bookkeeping and has been doing that for the last 10 years. Currently Nadia maintains 10 bookkeeping accounts as well as handling their personal projects. Nadia enjoys spending time with her two daughters and her friends.
X Steve Roqueni attended the Graziadio School of Business at Pepperdine University and graduated with a degree in Management. He started his professional career as a Production Accountant for MTV Networks in 1998. Since then, he gained a wide base of accounting and management experience working in multiple industries. He has held positions as Accounting Manager at the Society for the Promotion of Japanese Animation, Operations Manager at Extreme Safety, Sr. Business Financial Analyst at Thales Avionics, Budget Analyst at the City of Newport Beach, Manager of Finance at Beach Manufacturing. In his free time, Steve enjoys spending time with his wife and two children.
X Priscilla Gonzalez attended Chapman University and graduated with a Bachelor’s Degree in Communication. During her time at Chapman she earned her spot on the Provost List of Academic excellence and became an intern for a non-profit as a Fundraising Events Assistant. After graduating, she started her professional career as a Beauty Advisor at Nordstrom where she discovered her passion for Event Planning and Marketing. She then earned her Meeting and Event Planning Certificate at Cal State Long Beach in addition to being an intern as a Social Media and Event Planning Assistant at Coast Concierge Services. She first joined Haven in Fall of 2019 where she began her position as an Assistant and has since been promoted to Marketing Coordinator. In her free time, Priscilla enjoys going for runs, cooking a new recipe, and listening to music.