At Tax & Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Bill Heck is one of our four partners. He has more than 25 years of experience in taxes and accounting.
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.
You are one of our talented CPAs with 6 or more years of experience preparing tax returns, consulting, and performing audits and reviews.
Payroll Services Administrator
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.
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.
Paul Cramer is our Tax Manager who has over 24 years of experience in accounting and tax preparation.
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.
Seasonal Tax Preparer
Focus: Tax Preparation for Individual, Corporate, Partnership, and Trust Returns & Accounting.
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.
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.