Broker Check

Steve Bentley

LPL Financial Advisor

360-613-7033

360-569-4337

sbentley@themontanegroup.com

Financial advising is all about relationships. Previous to becoming a LPL Financial Advisor, I had worked as an entrepreneur, educator, and professional accountant in a variety of business sectors. Over the years, I saw too many family and friends hurt by the financial investment industry. By firms who were prioritizing bottom lines over individuals and their families. I began talking to more and more friends, colleagues, and community members. The more I talked, the more I felt called to apply my knowledge of business in the service of others. After discussing it with my wife and then teenage daughters, I decided to take the plunge. And here we are! Today, my team and I combine sound, data-driven strategies with the trust, care, and respect we have for each of our clients. At the end of the day, it is all about relationships. My role as your LPL financial advisor is to listen, educate, and serve so that you leave every trade meeting feeling heard, informed, and empowered. At the Montane Group, we work diligently to incorporate our clients into every part of the investment process. I would love to hear about your financial goals and talk about how we can get you there. So let's connect!

Steve is a licensed LPL Financial Advisor with LPL Financial, LLC. He has decades of experience working for companies like Intel, PCOS, Microsoft, and Washington Industrial Coding in financial education, management, and accounting. Steve founded the Montane Group, an investment firm that uses LPL Financial for resources, in 2017. In the community, Steve has served as an organizer, leader, and grant writer for Rotary and could most recently be found backstage at Kitsap Children’s Musical Theatre. Steve and his wife Teresa have made Bainbridge Island their home for the last thirty years. Their daughters are now fully grown, but Gromit and Gigi, the family terriers, are still consistent roommates!

 

LPL Financial, LLC is not affiliated with any other entities referenced.  (10/20)

Ellen Chen

Administrative Assistant

3606137033

360-569-4337

echen@themontanegroup.com

Ellen was born in Taiwan Taipei and came to the US 16 years ago. Prior to joining the team, Ellen was a personal banker, but has worked in a variety of industries over the years including public transit, graphic design, and tourism. She loves people and is pursuing a degree in Human Services because of it! Ellen's long-term goal is to become a case worker. For now, she is excited to be working in another dimension of personal finance. When she’s not juggling work, school, 24/7 Mom duty to an 11 year old son, AND building a new house, Ellen enjoys (and teaches!) acrylic painting. She is also an amateur geologist and enjoys hunting for rocks and crystal gemstones in the rich mineral deposits located all over Washington!

 

Ellen (Ching Ying) Chen acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.  (04/21)

Su Shafer

Administrative Assistant

360-613-7033

360-569-4337

sshafer@themontanegroup.com

Su’s background is in event planning, and she has certainly brought those skills to the Montane Group! As a team member, she helps manage daily functions, marketing materials, and our monthly newsletter. That creativity stretches well beyond our office, however, as Su is also a published poet and artist.

Su acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.  (10/20)

Madeleine Bentley

Administrative Assistant

360-613-7033

360-569-4337

mbentley@themontanegroup.com

Madeleine works on our website and monthly newsletter. She is also a graduate student at UW and Steve's oldest daughter!

 

Madeleine acts as a non-registered associated person of LPL Financial, LLC.  She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the LPL Financial Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial, LLC. or otherwise bind the firm.  (10/20)