Broker Check

Meet Our Team

Greeting our clients with a smile

Sue Miller

Sue Miller

Partner & Investment Advisor Representative

Jodi  Bales

Jodi Bales

Partner & Investment Advisor Representative

Heather  Hilgedick

Heather Hilgedick

CPA and Professional Staff Manager

Ashley  Shewmake

Ashley Shewmake

Office Manager

Matthew  Vandelicht

Matthew Vandelicht

CPA and Professional Staff Manager

Brent  Lawrence

Brent Lawrence

Staff Accountant

Brian Poelma

Brian Poelma

Staff Accountant

Carly Levy

Carly Levy

Staff Accountant

Mark Kowalski

Mark Kowalski

Receptionist

Eli Sherman

Eli Sherman

Wealth Management CSA

Jackson Akyol

Jackson Akyol

Staff Accountant

Lori  Berry

Lori Berry

Senior Staff Accountant

Tamieka  Johnson

Tamieka Johnson

Administrative Assistant

Dawnese  Harper

Dawnese Harper

A/P Clerk & Bookkeeper

Shellye Deeken

Shellye Deeken

Payroll Processor

Chris Calhoun

Chris Calhoun

Staff Accountant

Tyler Bales, CFP®

Tyler Bales, CFP®

Financial Advisor

*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 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.