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 30 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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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...

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Sanaz has been working for PUTMANGROUP as a senior accountant since 2018. Her primary responsibilities include accounting and tax preparation. Sanaz completed her Bachelor’s degree in Bio-Medical Engineering. She furthered her...

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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 accounting and taxes. She is a member of both American Institute of Certified Public Accountant...

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Lenka joined the PUTMANGROUP as a senior accountant in 2020. Her primary responsibilities include accounting and tax preparation for individuals and closely held entities. Lenka graduated from University of California Santa Barbara...

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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 boating.

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Wendy Matthews has been with PutmanGroup since 1990. Her primary duties include accounting and client support service. Prior to her employment at PutmanGroup, Wendy attended and graduated from UCLA. In her free time, she enjoys being...

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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...

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Ashley Irha has been working for PUTMANGROUP since 2013. Her primary responsibilities include tax preparation for individuals and closely-held businesses. Ashley recently completed her CFP educational courses from UCI and is preparing...

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

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Wealth Management

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

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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...

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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...

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Kevin joined the administrative team at PutmanGroup in 2018. His primary responsibilities include client services and firm administration. He holds a Bachelor’s Degree in Criminal Justice from the University of California, Irvine...

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Asha joined the administrative team at PutmanGroup in 2020. Her primary responsibilities include client services and firm administration. She has taken several courses at IVC for Business Management and continues to pursue a degree in...

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