Financial Specialist, Certified Public Accountant
Steve has been a Certified Public Accountant for over 20 years. Earning his degree from the University of Oregon in 1990, Steve went on to become a licensed CPA in 1992, and earned his Oregon Municipal Auditor License in 1993. Steve opened his own firm in 1993. Each year since then, he divides his time into business and personal financial consulting, tax planning & preparation, and municipal auditing. Steve is a member of the AICPA, the OSCPA, and served on the Roseburg City Council.
Licensed Tax Preparer, Notary Public
Prior to joining the firm in 2012, Bess earned a Certificate in Financial Services from UCC. She became a Licensed Tax Preparer in February of 2015, after passing the exam offered by the Oregon Board of Tax Practitioners. Now she is attending classes through UCC and Southern Oregon University on her path to obtaining a CPA license. Bess has also participated in the field work and financial statement preparation of more than 70 municipal audits in the last three years.
Carrie has served as Senior Audit Manager for the firm for more than 6 years, following two years of service on audit teams as a junior associate. She has fully participated in the completion of more than 100 municipal and not-for-profit audits since she joined the firm in 2010. Prior to joining the firm, Carrie worked for several years as a licensed financial specialist for Merrill Lynch offices in Arizona and South Carolina. In 1999 she earned a Bachelor of Arts, Business Administration from Texas A&M University. The following year, she earned a Master’s degree in Business Administration from the same university.
Bill joined the firm in June 2011 and has been involved in every municipal and not-for-profit audit completed by the firm. Since 2012, he has been the communications manager for the audits division of the firm. Throughout the year, Bill assists audit clients in preparing documentation for the audits, making every attempt to simplify the efforts of the audit clients in processing and providing us with the various letters, questionnaires, confirmations, schedules and statements we need to complete each audit.
Office Manager, Notary Public
Melinda joined the firm in 2010. She has performed a wide range of critical functions for the firm since then. There is a very good chance that if you call the office, you will first be speaking to Melinda. She has participated in the work of completing many of more than 200 municipal audits that have been completed by the firm in the last seven years. Melinda is also in charge of billing and accounts receivable and is our purchasing manager as well.
Assistant Financial Specialist, Notary Public
Allayna has been with the company since 2017. She is in the process of becoming a licensed tax preparer and will be taking her Series 7 exam in the near future. With the Series 7, she will be able to trade many securities such as stocks, mutual funds, options, municipal securities and variable contracts.
Administrative Assistant, Notary Public
Savannah joined the firm in 2017. Savannah is the first friendly face you’ll see when walking through our doors. She processes payments, manages the phones, schedules most of our appointments and makes sure that all paperwork that is brought into our office is properly organized and accounted for. She is also in the process of becoming a licensed tax preparer in the near future. She has engaged in the work of over 150 municipal audits that our firm has completed over the last two years. Savannah is currently continuing her education for tax preparation and municipal audits.
Human Resource Manager
Lori comes to Umpqua Valley Financial from the Staffing Industry of almost 19 years. During her time there she had the pleasure of working, and building relationships, with many different companies and industries throughout our community. She hopes to continue working with those customers, as well as new customers. She brings with her the dedication and focus it takes to provide excellent customer service. Lori was raised in Roseburg, which she still resides with her husband and two children. She is actively involved in the Home Builders Association (HBA) and Douglas County Safety Association (DCSA). She currently serves on the Board of Directors for HBA and is the past Program Chair and Membership Chair for DCSA. She is also very involved in a variety of other community organizations