The services that we provide include various specializations and require a diverse knowledge base. As a result we have combined our expertise to create Service Teams that include our:

 

| Investment Committee| Personal Financial Planning| 401(K) Team| Business Transitions |

Steve Mentzer Phone 503.620.4489 Location Senior Manager - Lake Oswego Practice Areas High Net Worth Individual Tax Planning, Personal Financial Planning Certifications CPA - Certified Public Accountant, CFP - Certified Financial Planner, CSEP - Certified Specialist in Estate Planning Memberships/Boards AICPA FPA - Financial Planning Association Education BS in BA from Bryant University, Rhode Island