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Steve Park

MBA, CPA
Senior Tax Advisor
Steve brings more than 30 years of experience in finance and accounting, with a background spanning  Fortune 500 companies, startups, and entrepreneurial ventures. For the past 15 years, he has specialized as a small business tax advisor and remote CFO/Controller, serving clients across diverse industries. Steve combines deep technical experience with a passion for helping businesses thrive. 

Christine Drummond

EA
Senior Tax Advisor
Christine Drummond brings more than 30 years of experience in accounting and tax services, with a focus on small businesses. As an Enrolled Agent (EA), she specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. After starting her career in manufacturing and banking, she found her passion in financial services and has worked closely with CPAs for decades. 

Jordan Putman

Senior Tax Advisor
Jordan Putman is a Senior Tax Advisor with six years of experience in accounting and tax compliance. He specializes in individual, partnership, corporate, and fiduciary tax services, bringing a strong foundation in tax research and process improvement. Jordan earned his bachelor’s degree in accounting from California State University Fullerton, and holds an Application Developer Certificate from Saddleback College.

Allan Ottens

CPA
Tax Practice Manager
Allan Ottens is a certified public accountant and has been working at public accounting firms for over 40 years. He graduated from California State University at Long Beach with a degree in accounting and has been with the Putman team since 2008.Allan lives in Huntington Beach California and has been happily married for over forty years. Allan enjoys playing handball and traveling.

Sanaz Ashfar

CPA
Tax Practice Manager
Sanaz Afshar is a tax and accounting manager with over 10 years of experience in financial services. She began her career in 2015 and has a background in biomedical engineering from Azad University in Tehran. Her analytical mindset and interdisciplinary experience bring a fresh perspective to tax planning and accounting.Sanaz lives in Mission Viejo, California, and enjoys spending time with her husband and children.

Merlyne Miner

Senior Tax Advisor
Merlyne joined Wealth Enhancement Group as part of the 2018 partnership with OneSource Retirement Advisors. As a Senior Tax Advisor, she researches investment planning issues with a strong focus on retirement planning. Merlyne is currently working toward a Certified Financial Planner™ Professional certificate. Her background includes income tax preparation and planning. Merlyne lives in Malvern, PA with her husband Mike and sons Calvin and Chris. She has a Saint Bernard named Ku’uipo.

Lawrence Hanft

CPA
Tax Director
Lawrence is integral to the tax planning and preparation services provided by Wealth Enhancement Tax & Consulting Services. His skills and experience will benefit him in the job. As a Certified Public Accountant since 1985, Lawrence has excelled in a variety of accounting positions for both public and private entities, in For-Profit and Not-For-Profit organizations. Lawrence has been married for 40 years to his high school sweetheart, Debbie.

John J. Furey

CPA
Senior Tax Analyst
John’s 30 years of experience at Campbell Soup Company in executive compensation and employee benefits provides him with extensive knowledge of the tax implications of stock options, restricted stock programs, other incentive programs, deferred compensation, 401(k) and pension plans and employee benefits.It’s John’s comprehensive depth of knowledge and experience that enables him to provide our advisors and clients with the objective tax planning advice they need.

Lori Monk

Tax Analyst
As a tax professional, Lori has helped individuals, families, businesses, and non-profit organizations navigate the complex US Tax Code. Her more than 30 years of experience and on-going tax education, along with her work ethic and attention to details have been invaluable assets in her current role as Tax Analyst with Wealth Enhancement Group. In her spare time, Lori is an avid writer and website designer who lives in Malvern with her husband Don.

Frank Ortner III

CPA
Tax Director
Frank has more than 20 years of experience in the financial services industry. Frank spent the early part of his career in a public accounting firm specializing in small business and personal income taxes. Frank attained the Personal Financial Specialist (PFS) designation from the AICPA, a designation available only to CPAs who demonstrate knowledge and understanding of all areas of financial planning.
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