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Meet our team!

Meet our team!

In 2017, Steve began looking for people who shared his mission of financial empowerment. After meeting Steve while volunteering at their children's shared theater group, Ryan was the first to join the Montane Group. Today, our team has grown to five! We are all dedicated to serving the public through financial advising, education, and management and are here for you!

Steve Bentley

Financial Advisor

360-613-7033

360-569-4337

sbentley@wradvisors.com

Financial advising is all about relationships. Previous to becoming an 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 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 Financial Advisor with Waddell & Reed. 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 through Waddell & Reed, 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!

 

Waddell & Reed is not affiliated with any other entities referenced.  (10/20)

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.  (10/20)

Ben Silvernale

Advisor Associate

bsilvernale@wradvisors.com

Ben has just become licensed as an Advisor Associate 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.  (10/20)

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.  (10/20)

Madeleine Bentley

Advisor Assistant

360-613-7033

360-569-4337

mbentley01@wradvisors.com

Madeleine works with Su on our website and monthly newsletter. She is also an elementary school French teacher and Steve's oldest daughter!

 

Madeleine 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.  (10/20)