About Kreppel Tax Advisory Group
Founded in 2003, Kreppel Tax Advisory Group is a team of experts dedicated to safeguarding your retirement assets from unnecessary risk.
We focus on providing comprehensive financial solutions that protect your hard-earned savings, offer potential tax advantages, and ensure a reliable income stream. Our commitment extends to anticipating and mitigating any unforeseen challenges, allowing you to enjoy your retirement years with peace of mind and confidence in your financial future.
Meet the Kreppel Tax Advisory Group Family
We take pride in our dedicated team of smart, honest, and caring professionals who are committed to going above and beyond for our clients.
Shannin Rivera
Operations Manager- Financial Planning
Marian Luna
Senior Manager- Tax Planning/Administrative
Samantha Andaya
Client Onboarding Specialist
Avery Auletta
Administrative Assistant
Dina Fahmy
Administrative Associate
Dave Schaffer
Administrative Support Specialist
Brianna Ruiz
Administrative Assistant
Patricia Lindgren
Administrative Assistant
At Kreppel Tax Advisory Group
We take a holistic approach to financial planning, addressing every aspect of your retirement strategy to ensure long-term stability. Through personalized advice and proactive management, we strive to help you navigate market fluctuations and secure your financial well-being. At Kreppel Tax Advisory Group, our ultimate goal is to alleviate any financial worries so you can fully embrace and savor your retirement.
Retirement With Less Uncertainty
Protect your hard-earned retirement assets in any market conditions
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