Our Team

Executive Team

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Andrew Kerr 

CEO

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Rebecca Kerr

Co-Founder / Partner

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Management Team

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Samantha Russell, EA

Enrolled Agent / Accountant

559-405-9705 ext. 1004

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Arthur Kagan

Pension Actuary

559-405-9705 ext. 1010

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Keri Reynolds

Administrator

559-405-9705 ext. 1007

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Ryan Chung

Account Manager

559-405-9705 ext. 1008

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Michael Ginsberg

Retirement Consultant

559-405-9705 ext. 1003

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Angela Castro

Payroll Clerk

559-405-9705 ext. 1010

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