Sammi Mokma, EA, CFP®

Tax Manager

Samantha joined our team in 2015 while completing a financial planning degree from The Ohio State University. She spent time as our service team manager helping to cultivate our client relationships. In 2020, Sammi helped launch our tax department where we began to incorporate more in-depth preparation and advisory services for our clients.  She is responsible for all things tax at The BFG and loves math so you don't have to.

She lives with her husband and two children in Southern California while still servicing our clients nationwide.

Samantha’s designations are

  • Enrolled Agent
  • Series 7 Securities Registered Representative
  • CTEC Registered Tax Preparer
  • Certified Financial Planner Designation CFP®
Phone 6144712211