209 Woodring Street
Meet the Team
We know that even the smallest of businesses can make better decisions with good, timely financial information. Part of our job is to educate you on how to interpret information so you are able to make informed decisions. We recommend having a good banker, attorney, accountant, and perhaps a good real estate agent as well. Everyone should have a team of professionals to help them navigate complex areas. And since we enjoy numbers, we are here to help.
No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(509) 300-1040 ext. 101
Pete has worked in accounting for more than 16 years, developing skills to assist her clients in meeting their goals. Her areas of expertise include tax planning and preparation for individuals, partnerships, and corporations, financial...
(509) 300-1040 ext. 105
Chelsea has over a decade of accounting experience ranging from accounting for small businesses in the hospitality and manufacturing industries to serving in the finance department of an international construction materials corporation...
(509) 300-1040 ext. 102
Erin has over 2 decades in Accounting and Human Resources experience in both private and public accounting. She has extensive knowledge in several industries including Agriculture, Manufacturing, Healthcare and Retail. She has...
(509) 300-1040 ext. 103
Ivan Ortiz is a dedicated, detail-oriented accounting professional who has been meeting our individual clients’ needs in both English and Spanish. He enjoys accounting because it is a challenging and a rewarding career. Ivan got...
(509) 300-1040 ext. 108
Lurel has over seven years of experience working in a professional office, with three years working in public accounting as a payroll specialist and bookkeeper. Most of her work has been with agriculture and hospitality industries,...
(509) 300-1040 ext. 107
Norberto was born and raised in Washington, living in the Wenatchee Valley since 1992. He is bilingual, speaking both English and Spanish, and he is a first-generation college graduate. Norberto comes from a business family; his...
Shannon has over 30 years of financial and business administration/management experience, and she prides herself on taking care of her co-workers and the firm’s clients. Shannon has a wide range of experience from the automotive...
(509) 300-1040 ext. 106
Shantel was raised by entrepreneurs, which made a career in business a natural fit. Raised in Wyoming, she worked in the family contracting business, assisting in bookkeeping and every day operations. With already having real life...