Steve Bentley, CPFA®

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 facing difficult challenges with the financial investment industry. 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 family, I decided to take the plunge. And here we are!

Today, my team and I combine sound, data-driven strategies with the 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 and empowered.

Steve is a licensed LPL Financial Advisor with LPL Financial. 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 partners with LPL Financial, in 2017. In the community, Steve has served as an organizer, leader, and grant writer for Rotary International's Uganda Clean Water Project. Steve and his wife Teresa have made Bainbridge Island their home for the last thirty years. With both daughters grown, they spend their time gardening, catching up with neighbors, and learning whatever new board game their kids just brought home!

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, AND 24/7 Mom duty to her 11 year old son, 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)

Amanda Nelson

Administrative Assistant

1-360-613-7033

anelson@themontanegroup.com

Amanda is originally from Connecticut and moved to Washington in 2016. Amanda is a cat mom to Maggie and, along with her husband Erik, a Seattle Storm season ticket holder. She is new to the world of personal finance, but ready to learn. When not at work or a Storm game, Amanda’s interests include volunteering at the Kitsap Humane Society, collecting more books that she swears she will read one day, and being an awesome aunt to nieces and nephews scattered across the country.

Amanda 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.  (12/22)