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.
Director of Tax Services, Enrolled Agent
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.
Director of Investments & Financial Planning
Prior to joining the team at Umpqua Valley Financial, Tyler served as a police officer for 7 years with the Roseburg Police Department. During his time with the police department, Tyler worked as a training officer, swat team member, K9 handler, sergeant and K9 supervisor. 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 an investment adviser for the firm, primarily focusing on investments, financial planning, retirement plans and wealth management. Tyler currently holds his series 7, 66 and SIE certifications. Meet with Tyler today to discuss any of your financial needs!
Accounting Associate, 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.
Director of Government Resource Management
Senior Audit Associate
*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.