Shreve Briggs, CF2

About Shreve Briggs

: As a financial advisor and Enrolled Agent, Shreve focuses on helping clients interpret and manage their retirement portfolios with a strong emphasis on tax efficiency. He works to identify opportunities to potentially minimize taxes while balancing the many competing factors that influence long-term financial outcomes. With a background in management, analytics, and accounting, Shreve brings a thoughtful, numbers-driven approach to complex financial and tax situations.
Shreve holds a bachelor’s degree in accountancy from Oregon State University–Cascades and is a federally licensed Enrolled Agent; authorized to represent taxpayers before the IRS. His education and credentials position him to help clients better understand their tax situations and identify opportunities to reduce inefficiencies. A lifelong learner, he continues to study accounting, finance, and economics, viewing organization, collaboration, and hard work as key competitive advantages.
Originally from Sisters, Oregon, Shreve attended Sisters schools from kindergarten through high school, where he developed a love for the outdoors alongside his early education. In his twenties, he earned an associate degree in automotive technology with an emphasis in business administration from Wyoming Technical Institute before ultimately pursuing his passion for accounting. Outside of work, Shreve enjoys spending time with his wife and their three sons.