Financial Planning | Wealth Management | Bend, OR
Meet Our Team
We are a team of investment advisors and CPAs dedicated to your financial well-being.
About Us
Our team of genuine, qualified advisors includes multiple CERTIFIED FINANCIAL PLANNERS™ and CPAs with years of experience helping clients navigate a variety of financial issues. At 2260 West, LLC, you will find a knowledgeable and friendly team who is passionate about guiding clients to reach their financial goals.
Cody Martin, CPA
Partner
Cody is a founding partner of 2260 West. Cody was born and raised in Central Oregon. After receiving his Bachelor of Science degree in Accounting and International Business from Oregon State University in 2005, he began his public accounting career in the tax department of KPMG in Portland.
In 2006, Cody returned to Central Oregon after deciding that Bend was not only his home but an ideal place to work. He joined Patrick Casey & Co. LLP, working with small businesses and individuals, providing income tax preparation, business consulting, and planning services.
Away from the office, Cody enjoys spending time with his wife and twin sons, and appreciating everything that Central Oregon has to offer. He is an avid Beavers fan and enjoys hunting, fishing, roping, traveling, and all things outdoors.
Cody is a licensed CPA in the State of Oregon.
Kyle Dover, CPA, CFP®
Partner
Kyle is a founding partner of 2260 West. Kyle is a long-term Central Oregonian who grew up in Bend. He joined Patrick Casey & Co. LLP in 2007, returning to Bend after receiving a Bachelor of Science degree in Accounting from the University of Florida in Gainesville, Florida.
Kyle works with our individual, business and fiduciary clients, providing financial planning services. Through Patrick Casey & Co. LLP he provides income tax preparation, planning services, and accounting consulting. He obtained his CPA license in January 2012 and is a member of the AICPA. In December 2014, Kyle obtained the CERTIFIED FINANCIAL PLANNER™ certification.
Kyle enjoys exploring the world with his wife and daughter. He is an outdoor enthusiast who is passionate about skiing, hiking, photography, and swimming.
Kyle is a licensed CPA in the State of Oregon.
Erica Clark, CFP®
Investment Advisor
Joining 2260 West and Patrick Casey & Co. LLP in 2023, Erica brings investment and wealth management expertise. In 2016 she moved from New Zealand to Coeur ‘d Alene, Idaho to work for Hart Capital Management, Inc. (Registered Investment Advisor) as Head Trader ($400 million + AUM). Throughout her time at Hart she provided oversight managing and building investment portfolios, worked with system vendors, helped manage operations, supported compliance and most importantly helped service clients with their daily and continuous wealth management needs. Erica managed all technical aspects associated with merging Hart with Mercer Advisors in January 2021. Prior to Hart Capital and Mercer Advisors, Erica worked within banking, and IT within the New Zealand Government.
Erica is from Spokane, WA and graduated from University of Idaho with a degree in Business Management while also playing on the Division 1 soccer team with colleague Chelsea Mayer, CPA at Patrick Casey & Co. LLP. In her free time, you can find her skiing, golfing, or swimming in Lake Coeur d’Alene with her husband and two boys.
Erica has her Series 65 license and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Chelsea Mayer, CPA, CFP®
Financial Planner
Chelsea works with our individual, business and fiduciary clients, providing financial planning services.
Chelsea joined Patrick Casey & Co. LLP in October 2016 and works with our small business and individual clients, providing tax preparation and planning services. She is also passionate about trust and estate work. She was born and raised in Solana Beach, California, and ventured to the University of Idaho to study mathematics, play soccer, and experience the seasons in the Northwest. After completing her Bachelor of Science degree in Mathematics, she earned her Master’s in Accountancy in 2015. Chelsea worked in public accounting for two years in Portland before moving to Bend. In October 2020, Chelsea obtained the CERTIFIED FINANCIAL PLANNER™ certification.
Chelsea is a travel enthusiast who loves learning about new cultures. In her free time, she enjoys snowboarding, camping, playing soccer, and hiking with her husband and two kids.
Chelsea is a licensed CPA in the State of Oregon.
Cameron Tonning, CPA, CFP®
Financial Planner
Cameron works with our individual, business and fiduciary clients, providing financial planning services.
Cameron joined Patrick Casey & Co. LLP in July 2019 and works with our small business and individual clients, providing tax preparation and planning services. He was born and raised in Wilsonville, Oregon, and received a Bachelor’s of Science degree in Accounting and a Bachelor’s of Science degree in General Science from the University of Oregon in 2016. Cameron worked in public accounting in Portland for three years before moving to Bend. In June 2021, Cameron obtained the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, Cameron enjoys taking advantage of all the outdoor activities that Central Oregon has to offer. He enjoys mountain biking, skiing, hiking, tennis, and soccer.
Cameron is a licensed CPA in the State of Oregon.
Kirsten Herschleb, CPA, CFP®
Financial Planner
Kirsten works with our individual, business and fiduciary clients, providing financial planning services.
After receiving her Bachelor of Science degree in Business and Accounting from Montana State University-Billings, Kirsten began her public accounting career in Montana in 2013. She moved to Bend and joined Patrick Casey & Co. LLP in November 2015. In early 2018, Kirsten and her husband moved to Alaska to be closer to their commercial fishing operation. She currently splits time between Alaska and Oregon to enjoy the best of both worlds. Kirsten is an avid mountain biker and skier who loves spending time in the mountains.
Kirsten works with business and individual tax clients, providing income tax preparation and planning services.
Kirsten obtained her CERTIFIED FINANCIAL PLANNER™ certification in December 2022.
Kirsten is licensed in the States of Alaska and Oregon.
BEND, OR
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