Broker Check

Meet Our Team

Greeting our clients with a smile

Sue Miller, CPA
Partner & Investment Advisor Representative
Tax Related: [email protected]
Investment Related: [email protected]
Jodi Bales, CPA
Partner & Investment Advisor Representative
Tax Related: [email protected]
Investment Related: [email protected]
Heather Hilgedick, CPA
Professional Staff Manager
[email protected]
Matthew Vandelicht, CPA
Professional Staff Manager
[email protected]
Brent Lawrence
Staff Accountant
[email protected]
Kathy Bonuchi, CPA
Senior Staff Accountant
[email protected]
Melissa White
Payroll Clerk & Bookkeeper
[email protected]
Brian Poelma
Staff Accountant
[email protected]
Carly Levy
Carly Levy
Staff Accountant
[email protected]
Mark Kowalski
Receptionist
[email protected]
Jackson Akyol
Staff Accountant
[email protected]
Tamieka Johnson

[email protected]
Dawnese Harper

[email protected]

                                                                            * Sue, Jodi, Eli, and Ashley are affiliated with Cetera Financial Specialists LLC. All other staff members are not                                                                                                                                                                                              affiliated or registered with Cetera Financial Specialists or its affiliates.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.