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
Teri Blasier Rice has over 30 years of professional experience in public accounting and tax. A magna cum laude graduate of the University of Southern California with a Bachelor of Science in Business, Teri began her career with the...
Savannah (Feng) Li, CPA, is a senior accountant at PutmanGroup and has been with the firm since 2014. Her primary responsibilities include accounting and taxes. She is a member of both American Institute of Certified Public Accountant...
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 boating.
Christi Drummond has an extensive accounting background both in private industry and public accounting. She is experienced in tax and bookkeeping, specializing in small business. Her technical skills include 20 years of experience in...
Wealth Management
Jarryd is a Wealth Advisor with Spectrum Wealth Management, LLC, affiliated company with PutmanGroup. As a Wealth Advisor, Jarryd works with individual clients, families, and closely held entities providing consultation, planning, and...
Administrative
Shawn is a seasoned management professional with over 30 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...
