Broker Check

Meet Our Team!

Steve Bentley

Financial Advisor

360-613-7033

360-569-4337

sbentley@wradvisors.com

Relationships form the bedrock of financial advising. Previous to becoming an advisor, I had worked as an entrepreneur in a variety of business sectors. The older I got, the more I saw how the industry was hurting people. After discussing it with my wife and then teenage daughters, I decided to join Waddell & Reed as an independent associate in order to create a new form of financial advising that was based on connection rather than bottom lines. Since then, my team and I have built the Montane Group, a practice that combines sound, data-driven strategies with the individual relationships we build with each client. My job as your advisor is to walk alongside you as you pursue your financial goals. Whether it’s retiring at sixty-five or creating a college fund for your children, I would love to hear about those goals and collaborate together on how we’re going to get you there.  

Steve is a licensed Financial Advisor. He has decades of experience in  financial management, public accounting, and business education working for  companies like Intel, PCOS, Microsoft, and Washington Industrial Coding. Additionally, Steve has been a part of both local and international nonprofits as a community leader, organizer, and grant writer. He served as the Rotary Auction Chair back in 2006 and, most recently, could be found mic’ing kids backstage for Kitsap Children’s Musical Theatre. He 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!

Waddell & Reed is not affiliated with any other entities referenced.  (07/20)

Ryan Black

Office Manager/Advisor Assistant

360-613-7033

360-569-4337

RBlack01@wradvisors.com

Ryan coordinates the administrative side of the Montane Group. She started working for Steve in 2017, and together, they have grown the practice into what it is today. She believes strongly that money is personal and knows from experience the impact finding empowerment in your finances can have. Ryan also loves camping out on the Olympic Peninsula with her daughter, son, husband, and dog (the cat stays home!). 

Ryan acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (07/20)

Ben Silvernale

Advisor Assistant

BSilvernale@wradvisors.com

Ben is currently working toward becoming an associate advisor at the Montane Group and has had a passion for investment since his father and grandfather started teaching him as a kid. His goal is to one day make financial planning accessible to all, particularly people under the age of forty. Ben also has a green thumb and a penchant for tinkering! When he’s not in the office, he can be found tending to his garden, cycling, and constructing small scale models.

 

Ben acts as a non-registered associated person of Waddell & Reed, Inc.  He is authorized to assist Advisors with Waddell & Reed with approved activities.  He 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 Advisor(s) she supports.  In addition, he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (07/20)

Su Shafer

Advisor Assistant

360-613-7033

360-569-4337

sshafer@wradvisors.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 Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (07/20)

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