At PutmanGroup, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • Tax planning and preparation
  • QuickBooks and Xero
  • Financial statement preparation

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working tax efficently?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Tax and Accounting

Ben is the founder and principal of the firm with over 35 years of financial experience. Ben enjoys working with clients seeking a holistic approach to solving their complete financial needs. Ben’s comprehensive experience...

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Min has been with the PutmanGroup since 2013. His responsibilities include overseeing the accounting and tax practices, managing client relationships and ensuring the firm’s high quality of services with professional integrity....

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Allan E. Ottens, has been a certified public accountant for over thirty years. He has been a Tax Manager at the PutmanGroup since 2008. Allan graduated from California State University at Long Beach with a degree in accounting. He is...

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Joyce Lai, CPA, MBA

Senior Tax Consultant

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949 502 6701

Joyce joined the PutmanGroup in 2014 as a Senior Tax Consultant. She started her career in public accounting with KPMG, then worked for a local CPA firm. Joyce has over 30 years of experience in public accounting, specializing in the...

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Savannah (Feng) Li, CPA, is a senior accountant at PutmanGroup and has been with the firm since 2014. Her primary responsibilities include individual and business tax preparation and accounting. She is a member of both American...

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Yvonne has extensive experience with the preparation of tax returns and assurance engagements. She has over 30 years’ experience has a CPA and has been with PutmanGroup since 2014. She enjoys activities like Bike riding, golf and...

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Chris Jones

Senior Accountant

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949 502 6701

Chris started her accounting career with PutmanGroup when she joined the firm in 2001. As a Senior Accountant, Chris works closely with our clients to provide a full range of accounting services, business formations, QuickBooks and...

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Wendy Matthews

Senior Accountant

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Wendy Matthews is a senior accountant at PutmanGroup and has been with the company since 1990. Her primary duties include accounting and client support service. Prior to her employment at PutmanGroup, Wendy attended and graduated from...

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Ashley Irha

Staff Accountant

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949 502 6701

Ashley Irha is a Staff Accountant at PutmanGroup and has been with the company since 2013. Her primary responsibilities include tax preparation for individuals and closely-held businesses. Ashley recently completed her CFP educational...

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Timothy Eaton

Staff Accountant

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949 502 6701

Timothy is a Staff Accountant at PutmanGroup providing accounting services support, preparation of business valuations and divorce planning engagements. Prior to joining Putmangroup, he served in the U. S. Marine Corps.

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Wealth Management

Donovan is a financial advisor with Spectrum Wealth Management, LLC affiliated company with PutmanGroup. Donovan enjoys working with individual clients with their wealth management needs and closely held businesses with their employer...

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Denise is a Financial Advisor with Spectrum Wealth Management, LLC, affiliate company of PutmanGroup. She initially joined the PutmanGroup in 2013 as a senior tax preparer. Her primary responsibilities include client consultation,...

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Ryan Lewis

Client Support Services

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Ryan provides client support services for the firm’s investment and wealth management clients. He also helps with administrative support to the financial advisors of Spectrum Wealth Management, LLC. Prior to joining PutmanGroup,...

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Administrative

Shawn Mirnezam

Director of Operations

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949 502 6701

Shawn is a seasoned management professional with over 25 years in various industries and management roles. Shawn primarily oversees the firm’s operation, client services and efficiency. Shawn holds a bachelor’s degree in...

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Adriana Goodman

Lead Administrative Support

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949 502 6701

Adriana leads the administration team at PutmanGroup and has over 20 years’ experience in office administration and operations. In her free time, Adriana enjoys hiking and spending quality time with family & friends.

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Adrianna Martin

Administrative Support

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949 502 6701

Adrianna Martin is a part-time employee of the administrative team at PutmanGroup. Her primary responsibilities include Account Receivable, Billing, Processing Payments, and audit of quality assurance. Adrianna has over 6 years of...

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