Sam Russell is our staff administrator and assists with collecting documents for tax planning, financial planning and client administration.
Sam has successfully completed 2 of the 3 part Enrolled Agent examination. She was scheduled to complete the third part just before the COVID 19 outbreak. She will sit for the 3rd exam in June or July of 2020 and hopefully be ready to prepare 2020 taxes in the 2021 tax year.
559-277-4772 ext. 1004
KERR WEALTH MANAGEMENT
Sam currently attends Fresno State University and will be graduating with her bachelors degree in Accountancy in the spring of 2020. Sam's education in tax accounting makes her a tremendous asset to Kerr Wealth Management.
Aside from a strong interest in tax preparation, finance and tax law, Sam enjoys taking care of her horse, the outdoors and spending time with her family. Sam will also pursue her CFP designation upon completion of her degree and looks forward to becomeing a well rounded future advisor for Kerr Wealth Management.
Prior to her position at Kerr Wealth Management, Sam was the accounting manager for Pokiland restaurants; where she managed financial reports, employee schedules, bookkeeping and payroll for multiple locations.