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Background on Samuel D. Kramer, CPA, CFP®, RIA
sam@kramerfiduciary.com  

Sam has over 36 years of experience in public accounting. His areas of expertise are tax planning, investment planning, retirement planning, comprehensive financial planning, and estate/trust planning. Sam graduated from the University of Pittsburgh in 1985. He is a Certified Public Accountant, Certified Financial Planner™ , and Registered Investment Advisor. Sam is a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, and the Financial Planning Association. Sam currently serves on the Diocese of Pittsburgh Professional Advisory Committee, the St. Barnabas Health System Founders Day Committee and the Baptists Homes Foundation Professional Advisory Committee. Sam has also served on the United Way of Allegheny County’s Professional Advisory Committee and Pittsburgh History and Landmark’s Professional Advisory Committee.

Sam began his career with the international accounting firm Price Waterhouse. Sam worked in the tax and financial planning areas. He also worked at a local firm for several years. In 1996, Sam left the local firm to concentrate on KFS.

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James (JB) Rice, RTRP

jb@kramerfiduciary.com

Professional Experience

Kramer Fiduciary Services/Samuel D. Kramer, CPA, CFP® & Associates, PC - Pittsburgh, PA

Accounting Manager - August 1994 - Present
 

​Skillers Workwear, Inc. - Butler, PA

Vice President and CEO - June 1987 - July 1994
 

​Colona River Services, Inc. - Pittsburgh, PA

Controller - November 1985 - June 1987
 

Pittsburgh & Lake Erie Railroad - Pittsburgh, PA

Accounting Manager - August 1976 - October 1985

Education

 

Robert Morris College - Moon, PA

Bachelor of Science: Business Administration & Accounting, 1984

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Ashly Glover, CPA, CFP®

ashly@kramerfiduciary.com

Professional Experience

 

Kramer Fiduciary Services/Samuel D. Kramer, CPA, CFP® & Associates, PC - Pittsburgh, PA

Tax Manager - January 2013 - Present
 

​Volunteer Income Tax Assistance (VITA), Butler, PA

Internship - January 2012 to April 2012

 

Education

Slippery Rock University – Slippery Rock, PA

Bachelor of Science: Business Administration, May 2013
Accounting and Finance Major

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Corey Kramer, CPA

corey@kramerfiduciary.com

Professional Experience

 

Kramer Fiduciary Services/Samuel D. Kramer, CPA, CFP® & Associates, PC - Pittsburgh, PA

Tax Manager - November 2016 - Present
 

​BDO USA, LLP – Pittsburgh, PA

Tax Associate - September 2015 - November 2016

 

Education

University of Pittsburgh - Pittsburgh, PA

Bachelor of Science in Business Administration, May 2015
Accounting and Finance Major

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Cody Kramer, EA

cody@kramerfiduciary.com

 

Professional Experience

 

Kramer Fiduciary Services/Samuel D. Kramer, CPA, CFP® & Associates, PC - Pittsburgh, PA

Senior Tax Associate - November 2018 - Present

 

The Bank of New York Mellon – Pittsburgh, PA

Corporate Trust Associate - August 2017 - October 2018

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Education

 

Washington & Jefferson College – Washington, PA

Bachelor of Science in Business Administration, May 2017

Accounting and Finance Major

English Minor

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Marisa Ramirez

info@kramerfiduciary.com

 

Professional Experience

Kramer Fiduciary Services/Samuel D. Kramer, CPA, CFP® & Associates, PC - Pittsburgh, PA

Professional Assistant – January 2021 - Present