President, Financial Specialist, Certified Public Accountant
Steve graduated in 1990 from the University of Oregon, College of Business Administration with a Bachelor of Science degree. In 1993, shortly after earning his CPA and Oregon Municipal Auditors license, he founded the accounting firm in hopes of fulfilling his strong desire to provide quality, affordable accounting services to the local community. He has managed the practice since then, now employing a full, and growing team of accounting and financial professional serving more than 1000 clients each year. Among his clients served are numerous cities, school Districts, and other special Districts in Oregon for whom the firm provides audit and advisory services.
Steve delivers significant governmental expertise. He has dedicated the last 28 years planning and performing audits for small and mid-sized governments, accumulating more than 20,000 hours of dedicated audit and advisory services during his career. His understanding and appreciation of governmental functions have been further enhanced through serving as a Roseburg City Councilor for five years and through participating on numerous government and non-profit Boards and Committees.
In addition to spending more than 80 hours each year in continuing education classes dedicated to honing his municipal audit skills, knowledge and experience, Steve also spends hundreds of hours each year with his staff in professional development training sessions. Furthermore, a significant amount of time throughout each year is spent with staff and clients researching and discussing GASB standards, analyzing complex reporting matters, and developing tools for government management and audit. Steve takes great pride in translating and summarizing complex information for clients, helping others appreciate and understand what is most often confusing and overwhelming.
Director of Government Resource Management & Senior Audit Manager
Director of Investments & Financial Planning
Taxes + investments and financial planning. Tyler, and the team at Umpqua Valley Financial, believe this is the formula to any successful financial plan for any client; wealthy or not. Prior to joining the team at Umpqua Valley Financial in 2019, Tyler served as a police officer for 7 years with the City of Roseburg Police Department. In 2019, Tyler left his position as Patrol Sergeant and K9 Supervisor for the police department to join the firm. Tyler graduated from George Fox University with a bachelor’s degree in Management and Organizational Leadership. Additionally, he currently serves as a youth leader for Victory Baptist Church. Tyler works as the Director of Investments & Financial Planning for the firm, primarily focusing on investments, financial planning, retirement plans and wealth management. Tyler currently holds his series 7, 66, Health & Life Insurance certifications. Additionally, Tyler also holds his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). This certification prepared Tyler to meet the advanced and specific needs of each client from a one-on-one basis in the areas of, financial planning, insurance, income tax, estate planning, investments and retirement planning and strategizing. Tyler’s ongoing mission is to bring the best one on one financial education, communication, strategizing, planning and comprehensive services to meet any and all needs. Tyler accomplishes this by working closely beside the tax and accounting professionals at the firm. Meet with Tyler today to discuss any of your financial needs!
Certified Public Accountant, Senior Tax & Audit Associate
Senior Tax & Audit Associate
Office Manager / Tax & Audit Associate
Communications Manager & Audit Associate
Accountant I / Tax & Audit Associate
Investment Operations Manager / Tax & Audit Associate
Front Desk Specialist
Data Specialist / Tax & Audit Associate
Melissa joins us with a data science and bioinformatics background, with over six years of experience using unix operating systems, ssh, bash, and R. She has a BS in Environmental Science from the Evergreen State College, a Masters in Avian Science from University of California Davis, and is working on finishing her PhD in Animal Biology at University of California Davis. Her research has focused on avian conservation genetics using RADseq (Restrict Site Associated DNA sequencing) and SNPs (Single Nucleotide Polymorphisms). In her free time Melissa paints with acrylics, goes for long hikes, and runs a motel with her husband.
Leticia joins our team as an Audit and Tax Associate. She graduated summa cum laude with a BBA in Accounting from Texas A&M University San Antonio with a 4.0 GPA and received the Outstanding Graduating Student award from the College of Business. Having a 20-year background as a court reporter, along with being an experienced staff accountant, she brings with her a strong attention to detail with the ability to handle complex tasks and consistently produce accurate and quality results. In her free time, she enjoys spending time with friends and family, especially her seven grandchildren.
Francisco joins us from an operations and project management background, with more than 15 years of experience in working with media, film festival and production companies. His keen attention to detail and passion for finding efficient and innovative solutions are adaptable for any situation. He successfully owned and operated a gallery in Austin, Texas which unfortunately closed during Covid but led him to pursue his dream of living in New York City. In his spare time, he loves to travel, watch films and spend time with family and friends.
Vice-President – General Management & Senior Audit Associate
Josh recently joined Umpqua Valley Financial, coming from a 20-year career in high level management, global business development and strategic growth in private industry. Josh has a Bachelor of Arts in Political Science from Oregon State University and Master’s degree in Business Administration which he earned from Portland State University.
Throughout his career he has worked with a wide array of managers in developing successful business enterprises. His knowledge and understanding of financial reporting and the value of internal controls, in addition to his commitment to effective communication are sure to be valuable as both an auditor and advisor to each of our audit clients.
*Securities and advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Umpqua Valley Financial, is not affiliated with LPL Financial. LPL does not provide tax preparation services. All tax preparation services are provided by Umpqua Valley Financial and are separate from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Idaho, and Arizona.