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Bio

Benjamin Putman

Ben Putman brings more than 35 years of experience and a comprehensive approach to wealth management. As a CPA and CFP® with additional credentials in business valuation and divorce planning, Ben helps individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His experience spans tax strategy, retirement planning, estate planning, and investment management.

Irvine, CA Putman Team

Bio

Sanaz Ashfar

Sanaz Afshar is a tax and accounting manager with over 10 years of experience in financial services. She began her career in 2015 and has a background in biomedical engineering from Azad University in Tehran. Her analytical mindset and interdisciplinary experience bring a fresh perspective to tax planning and accounting.Sanaz lives in Mission Viejo, California, and enjoys spending time with her husband and children.

Irvine, CA Putman Team

Bio

Allan Ottens

Allan Ottens is a certified public accountant and has been working at public accounting firms for over 40 years. He graduated from California State University at Long Beach with a degree in accounting and has been with the Putman team since 2008.Allan lives in Huntington Beach California and has been happily married for over forty years. Allan enjoys playing handball and traveling.

Irvine, CA Putman Team

Bio

Jordan Putman

Jordan Putman is a Senior Tax Advisor with six years of experience in accounting and tax compliance. He specializes in individual, partnership, corporate, and fiduciary tax services, bringing a strong foundation in tax research and process improvement. Jordan earned his bachelor’s degree in accounting from California State University Fullerton, and holds an Application Developer Certificate from Saddleback College.

Irvine, CA Putman Team

Bio

Christine Drummond

Christine Drummond brings more than 30 years of experience in accounting and tax services, with a focus on small businesses. As an Enrolled Agent (EA), she specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. After starting her career in manufacturing and banking, she found her passion in financial services and has worked closely with CPAs for decades. 

Irvine, CA Putman Team

Bio

Kevin Paredes

Kevin Paredes is a Tax Advisor with seven years of experience in financial services. He began his career in 2018, serving in roles that strengthened his knowledge in tax compliance and financial analysis. Kevin brings a detail-oriented approach, strong communication skills, and a commitment to helping clients navigate complex tax matters with confidence.

Irvine, CA Putman Team

Bio

Bill Bowman

Bill Bowman has spent more than 35 years helping clients achieve their financial goals through a personalized, tax-efficient approach to wealth planning. As a Certified Public Accountant, Bill brings deep expertise in tax strategies, which has shaped the team’s commitment to delivering comprehensive, tax-smart solutions for clients. 

Oshkosh, WI AEGIS Team

Bio

Brian Rogers

After nearly ten years in engineering, Brian achieved his goal of becoming a CERTIFIED FINANCIAL PLANNER® Professional in 2020. His detail-oriented personality makes him a great fit for performing in-depth tax and comprehensive financial planning for all clients, especially those who are highly analytical.

Oshkosh, WI AEGIS Team

Bio

Mike Villeneuve

Mike brings more than 20 years of experience in financial services. He focuses on managing client relationships while helping individuals and families plan for and achieve their personal financial goals for retirement, education, or philanthropy. He lives in Oshkosh with his wife, Jenni, and their three children, Jaxson, Will, and Lila. Outside work, you can find him spending time with family, golfing, traveling, reading, volunteering at church, and following Wisconsin sports teams. 

Oshkosh, WI AEGIS Team

Bio

Sam Christie

Sam joined the industry in 2023 after graduating from the University of Wisconsin-Oshkosh with a Bachelor of Finance degree. As an Associate Financial Advisor he focuses on co-managing client portfolios, reviewing their overall financial situations, and providing clients with advice to assist them in meeting their financial goals under the guidance of an experienced Wealth Manager. Sam recently purchased a home in Appleton with his wife Kristin.

Oshkosh, WI AEGIS Team