PUTMAN FINANCIAL GROUP - Key Persons
"Whatever you can do, or dream you can, begin it. Boldness has genius, power and magic in it."
Drawing from over two decades of experience and across nearly all financial disciplines, Cherie Putman currently advises on strategic planning matters for clients in the areas of personal financial and tax planning, accounting and financial reporting, business entrepreneur consulting, and investment management.
Prior to establishing her practices, Cherie held positions at both international and local CPA firms. Her positions specialized in tax, financial planning and business consulting.
Cherie received her degrees in Accounting and Finance from the University of Southern California in 1987. In addition to her license to practice as a Certified Public Accountant in the State of California, she has earned her CFP® certification, and has passed the FINRA Series 7 and 66 exams. She is also licensed to sell insurance in California and Texas. A longtime member of the Cal State Society of CPAs (CSCPA), she served as technical reviewer for several continuing education courses from 2005 - 2018. Cherie believes in giving back to her community, and to that end, she has served as finance chair of her Church and as a former board member of the Trojan League of South Bay.
The Putman Family enjoys the awesome sport of ice hockey as fans, past coaches, and players. Long weekends will find the Putman Family enjoying the local Channel Islands boating, fishing, hiking and water play.
Post university, Matthew has worked with Ultra High Net Worth Individuals and Fortune 100 C-Suite Executives as a Senior Financial Analyst in the Executive Counseling Division of a prominent Wall Street firm for more than 3 years. He since has returned to Putman Financial Group bringing expertise in personal/trust income tax planning and implementation, investment management, estate planning, insurance, benefits and compensation, and retirement planning. He also has experience in business
Job Titles:
- Client Accounting Services
- Member of the South Bay
Silvia Hanhart comes to Putman Financial Group with experience acquired over many years in a variety of businesses. Silvia is part of Client Accounting Services and enjoys working with many of our clients meeting their needs from bookkeeping to reporting and everything in between.
Prior to joining the Group, Silvia worked as financial reporting consultant. Her past experience in finance stems from working in local CPA firms to Fortune 500 companies to small businesses. Her roles as bookkeeper, auditor and consolidations manager led her to work with small businesses looking to improve and prioritize their financial reporting.
Silvia received her Bachelor of Science degree in Accounting Theory Practice from California State
Silvia is a long-standing member of the South Bay community and keeps active with family and friends.
Job Titles:
- Client Service Associate
- Client Service Coordinator
Zoe Stoermer serves as our Client Service Associate. Zoe is the quarterback of our team - coordinating our clients needs with our client facing and back office teams. Recently joining our team, Zoe comes to Putman Financial Group fresh out of college, bringing her knowledge and experiences from her academic journey. Eager to gain practical experience, she is enthusiastic about working with the team at Putman Financial Group.
Zoe received her Bachelors of Business Administration with an emphasis in Management Information Systems from the University of Oklahoma in 2023, Zoe remains dedicated to continuous learning. During her free time, she engages in online lectures, tutorials, and podcasts to further enhance her knowledge.
Back in Oklahoma, Zoe has had the opportunity to volunteer with her church, Make-A-Wish and Samaritan's Purse - Operation Christmas Child.
Zoe grew up in Oklahoma and moved to California after graduation. In her spare time, she enjoys exploring Southern-California, traveling, reading, especially at the beach, and solving puzzles.