Broker Check

Team

At Tax & Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

 

Paul Witzke, CFP®, CPA, PFS

Partner

Paul has over 30 years experience in investment management, financial planning and tax planning. After graduating from the University of Washington in 1967 with a degree in accounting, he served in the armed forces for three years.

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David Mendenhall, CPA, PFS

Partner

David Mendenhall is one of our four partners. He has a Bachelor’s Degree in Accounting from Oregon State University and has over 25 years of experience.

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Bill Heck, CPA

Partner

Bill Heck is one of our four partners. He has more than 25 years of experience in taxes and accounting.

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Robert Barry, CPA

Partner

Robert Barry is one of our four partners. He started with our firm as a college intern and enjoyed the experience so much he decided to continue his professional career with us.

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Zeb Elkinton

Chief Operating Officer

Zeb Elkinton is our Chief Operating Officer (COO) who has the overall responsibility for all business functions including: personnel, recruiting, marketing, IT systems, facilities, as well as administrative policies and procedures.

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Paul Cramer, CPA

Tax Manager

Paul Cramer is our Tax Manager who has over 24 years of experience in accounting and tax preparation.

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Shelbie Allen

Executive Assistant

Shelbie Allen is our Executive Assistant. She is a transplant from Northern California with a Bachelor’s Degree in Public Health and an emphasis in Health Education. Shelbie and her husband moved to Corvallis in the fall 2014.

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Apply Today!

Senior Accountant

You are one of our talented CPAs with 6 or more years of experience preparing tax returns, consulting, and performing audits and reviews.

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Caroline Erickson, LTC

Staff Accountant

Caroline Erickson is one of our accountants. Her educational background is in accounting and she has 27 years of experience providing not only tax preparation services, but also payroll and accounting services.

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Zach Goldblatt

Junior Accountant

Zach Goldblatt is one of our Accountants and is one of the newest members of our team. He has a Bachelor’s Degree in Accounting from Linfield College and has 6 years of experience in tax preparation.

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Kristin Krivoshein, CPA

Senior Accountant

Kristan Krivoshein is one our CPAs who has 8 years of experience in private accounting and 18 years experience in public accounting.

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Mimi Koza, CPA

Staff Accountant

Mimi Koza is one of our wonderful CPAs who has 24 years of experience in public accounting and tax preparation.

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Lisa Maxwell, LTC

Payroll Services Administrator

Lisa Maxwell is our rock star Payroll Services Administrator. Lisa has over 10 years of experience providing payroll and bookkeeping services.

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Michelle Wilson

Investment Assistant

Michelle Wilson is our Investment Assistant. She has a Bachelor’s Degree in Accounting from Oregon State University and has over 7 years of experience assisting with wealth management services as well as preparing tax returns.

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Marcia Males, LTP

Seasonal Tax Preparer

Focus: Tax Preparation for Individual, Payroll & Accounting. 26 years of experience.

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Seasonal Tax Preparer

Seasonal Tax Preparer

Focus: Tax Preparation for Individual, Corporate, Partnership, and Trust Returns & Accounting.

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