Our Team

Executive Team

Andrew Kerr 

CEO

Rebecca Kerr

Co-Founder / Partner

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Management Team

Samantha Russell, EA

Enrolled Agent / Accountant

559-405-9705 ext. 1004

Paul Spraetz

VP of Client Relations

559-405-9705 ext. 1010

Keri Reynolds

Administrator

559-405-9705 ext. 1007

Ryan Chung

Account Manager

559-405-9705 ext. 1008

Michael Ginsberg

Retirement Consultant

559-405-9705 ext. 1003

Angela Castro

Payroll Clerk

559-405-9705 ext. 1010