Steve Mentzer CPA, CFP, CSEP

Senior Manager

Phone: 503.716.9296

Education: Bachelor of Science in Business Administration, Bryant University

Biography:
Steve’s areas of expertise include strategic tax planning and personal financial planning. He helps high net worth individuals and business owners assess their current financial situation and identify their financial goals. Steve builds long term relationships with his clients and tailors his recommendations to fit the client’s unique needs.
Steve received his Bachelor of Science degree in Business Administration from Bryant University. He is a licensed Certified Public Accountant in the state of Oregon, a Certified Financial Planner, a Certified Specialist in Estate Planning and is a member of the American Institute of Certified Public Accounts and the Financial Planning Association.