Our Wealth Advisors
Tax integration is as much about person-to-person communication as it is about the numbers. Here are some of the people who will be working with you to carry out your wealth advisory plan.
Jared SiegelMBA, BFA™, CEPA®
He’s focused on helping business owners, entrepreneurs, real estate investors, and high net worth families align their values with their capital. He is also a Certified Exit Planning Advisor (CEPA®).
Jared leads the Delap Wealth Advisory practice and is a partner and Chief Development Officer at Delap LLP. He attended the University of Oregon on a full football scholarship and, during his four years on campus, received a Master of Business Administration (MBA) with a concentration in both finance and accounting. He also earned athletic All-America honors, Academic All-Conference honors, and set numerous football records (like his 59-yard field goal against UCLA, leading to a 21-20 Oregon victory). These experiences helped to shape his determination, willingness to prepare, capacity to compete, poise under pressure, grit, and tenacity to deliver client results.
Jared often speaks publicly and is a frequent commentator for publications on the topics of wealth preservation, financial strategy, entrepreneurship, and legacy planning. He’s presented and contributed to:
- Wells Fargo Small Biz Summit
- Oregon Society of CPAs
Jared and his wife, Esther, enjoy raising their three children in the city of Lake Oswego.
Jared and Esther have been a long-time foster family. Their love for children has extended to service projects, taking their family to Africa several times to be a hands-on advocate for the 4 million orphaned children in the Democratic Republic of Congo.
Jared is a passionate fly fisherman, outdoorsman, and voracious reader. He’s also actively involved in several organizations:
- Oregon Foster Care
- Ncompass Advisory Board
- Africa New Life
- Congolese Orphan Care
- University of Oregon Mentor Program
His insight, combined with wealth planning expertise, means that clients get clarity and can see how their whole financial picture is impacted when making decisions.
Dave is a third-generation partner at Delap. From 2004-2014 he was the managing partner of Delap LLP, a public accounting firm and the independent parent company of Delap Wealth Advisory. His practice emphasis has been business and succession planning, combined with income and estate and tax planning, primarily with closely held family businesses.
Dave graduated Magna Cum Laude from Linfield College and then spent four years working for a national accounting firm. He served as a board member for the National Christian Foundation and the Sunnyside Counseling Center. He also served in the Peace Corps in Belize, where he administered loans to small businesses, taught college accounting, and coached basketball. Currently, he’s a board member for Story International, a foundation committed to supporting orphans and restoring families in Guatemala.
Outside the office, Dave can be found spending time with his wife, Karla, and their six children. He also enjoys hiking, biking, and working in his yard.
In April 2016, Dave and Karla traveled to Guatemala where they adopted four children.
Kelly has worked in the investment field for more than 20 years, with experience overseeing corporate retirement plans and providing investment consulting services to institutional and high-net-worth investors. She is a graduate from the University of California, Berkeley. Throughout her career she’s gained broad industry experience, including defined benefit and defined contribution plans, consulting services, and asset management. Kelly also owned and managed her own comprehensive financial services company for nearly five years.
Outside the office, Kelly enjoys spending time with her husband and two daughters. She enjoys the great outdoors and takes her family hiking and camping around the Northwest.
Margaux received her bachelor’s degree from Oregon State University and began her career in commercial and industrial architecture as a project coordinator and senior designer. Her work primarily focused on design development, stakeholder and consultant coordination, code compliance, and administration. With her experience in project coordination and administration, Margaux is dedicated to supporting the Delap team and delivering exemplary service to clients.
Outside the office, Margaux enjoys spending time with her husband and son. She can be found working in the garden, hiking, and exploring the NW with her family.
Backing You up
Our wealth advisory team is supported by a 100-person team from our independent parent company, Delap LLP. Here are some of the people from Delap LLP who could be involved with you, depending on your needs:
As his clients’ trusted business advisor, Earl works with business owners throughout the year to ensure that proper planning is in place related to business financing, business real estate, succession planning, exit strategies, and other important transactions. Specializing in the taxation of middle-market pass-through entities, he works closely with his team to ensure tax returns are completed in a timely fashion and strategic year-end planning occurs.
In his diverse role within Delap LLP, Earl is often a collaborator with Delap Wealth Advisory with shared clients.
David BuchananCPA, CGMA
David has over 14 years of extensive experience in information technology (IT) security across multiple industries, including healthcare, banking, and retail payments.
In his Chief Information Security Officer (CISO) role at Delap LLP, David also provides Delap Wealth Advisory and its clients best-in-class cybersecurity protection.
Thomas served as a client service associate at Delap Wealth Advisory before joining Delap LLP’s tax practice.
For Delap Wealth Advisory clients that get their taxes prepared at Delap LLP, Thomas can often help to coordinate important tax documents between the two organizations.