Monte headshot

Monte Harrell, CPA, PFS

Partner

Monte brings audit and tax skills to the firm.

Monte believes in helping clients succeed.  He has over 27 years of experience helping businesses and individuals with their audit, accounting, tax and planning needs.  Monte specializes in small to medium sized clients in the medical, legal, and manufacturing industries and those with audit needs.  He has worked with businesses in various stages from choosing the right entity when starting a business to structuring a sale at the end of business.

He is a member of the Oregon Society of CPAs, the AICPA, and the Personal Financial Planning Section of the AICPA.

In his spare time, Monte enjoys spending time with his family, reading, geocaching, hammock camping, woodworking, and participating in archery.