Troy R Koepplin
Troy Koepplin is an IRS Enrolled Agent (EA) and Registered Investment Advisory Representative with over 26 years of experience helping individuals and small businesses with their tax, investment, and insurance needs. Troy graduated from San Diego State University with a degree in Business with an emphasis in Finance.
He currently holds FINRA Series 7, 52, 63 and 65 licenses. Troy has been active in his community over the years, volunteering for Ecke YMCA, Torrey Pines Pop Warner and Carmel Valley Rec Center.
Paul R Newman
Yes, you see it correctly…Paul Newman works for our firm…only our Paul Newman is worlds above the famous one when it comes to tax planning and preparation. Paul is a California Registered Tax Preparer (CRTP) with over 20 years of experience in banking and finance.
Paul immigrated to the United States from England several years ago and brings international finance and tax experience to our firm. He is a former Board Member of the North County Chapter of the California Society of Tax Consultants. In his free time, Paul enjoys wakeboarding, fishing, camping, and spending time with his family.
*Paul Newman is not registered with LPL Financial
Lynn joined San Diego Tax & Financial Associates as our Client Relationship Manager in 2022. With over 25 years of customer service, she enjoys making connections with clients and is responsible for not only managing the office but also managing Troy and Paul (which is not always easy). Prior to joining San Diego Tax & Financial Associates, Lynn operated a successful printing business in Carlsbad, CA. Lynn is married with one daughter and enjoys biking at the beach and glamping in the desert when not at work.
*Lynn Wilson is not registered with LPL Financial