Our Team

Andrew Kerr
Financial Advisor, Founder

Fee-Only Financial Advisor

(559) 277-4772

(559) 573-8558

akerr@bhria.com

Andrew Kerr is a fee only financial planner 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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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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Rebecca Grimm

Administrative Specialist

559-277-4772 ext. 1006

559-573-8558

rgrimm@bhria.com

Rebecca is our managing administrative specialist. 

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