Our Team

Andrew Kerr
Financial Advisor, Founder

Financial Advisor

(559) 277-4772

(559) 573-8558

akerr@bhria.com

Andrew Kerr is a fee only Financial Advisor specializing in a holistic range of financial planning, investment portfolio management and business development...

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Janelle Zweigle

Administrative Specialist

559-277-4772 ext 1005

559-573-8558

jzweigle@bhria.com

Janelle has been with us since 2014 as our lead Administrative Specialist. She is a valued member of our team and our clients love working with her. Janelle has her AA degree in Psychology and currently attends Channel Island...

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Michael Ginsberg
Co-founder
Retirement Plan Consultant

Retirement Plan Consultant

559-277-4772 ext. 1003

559-573-8558

mginsberg@bhria.com

Michael is a retirement consultant specializing in 401(k), profit share and other qualified plan design, retirement administration and record keeping...

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Ortie Martinez

Administrative Specialist

559-277-4772

service@bhria.com

Ortie is an industry veteran with over 15 years of administrative experience in the insurance, mortgage and financial industry. She is dedicated to the profession and passionate about helping customers through a variety of needs. Ortie...
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Rebecca Kerr

Risk Management Advisor

559-277-4772 ext. 1002

559-573-8558

rhuerta@inskerr.com

Rebecca specializes in a range of holistic business risk management including property, casualty, asset protection and commercial insurance.

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