Find a Team Member
- Ashley Shewmakeashewmake@mbcadvisors.comInvestment Related - ashley.shewmake@ceterafs.com
- Brent Lawrence*
- Brett Bales*
- Candace Doss
- Chris Calhoun*, EA
- Dawnese Harper*
- Jack Cooper*
- Jason Farmer*, CPA
- Jodi Bales , CPA, AIF®
- Lori Berry*
- Mark Kowalski*
- Matthew Vandelicht, CPA
- Sam Vogel*, CPA
- Shelley Talbot*, CPA
- Sue Miller, CPA
- Tyler Bales, CFP®
- Will Irvin-Linneman*
Sue Miller, CPA
Partner Emeritus
Jodi Bales , CPA, AIF®
Partner & Financial Advisor
Matthew Vandelicht, CPA
Partner
Tyler Bales, CFP®
Financial Advisor
Jason Farmer*, CPA
Certified Public Accountant
Chris Calhoun*, EA
Staff Accountant
Brent Lawrence*
Staff Accountant
Dawnese Harper*
A/P Clerk & Bookkeeper
Will Irvin-Linneman*
Staff Accountant
Mark Kowalski*
Receptionist
Lori Berry*
Senior Staff Accountant
Brett Bales*
Payroll Processor
Candace Doss
Client Service Associate
Jack Cooper*
Staff Accountant
Sam Vogel*, CPA
Certified Public Accountant
Shelley Talbot*, CPA
Certified Public Accountant
*This individual is not affiliated nor registered with Cetera Financial Specialists LLC. Any information provided by this person is in no way related to Cetera nor its registered representatives.
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.
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