Broker Check
Sue Miller, CPA

Sue Miller

Partner Emeritus

Jodi  Bales, CPA

Jodi Bales

Partner & Investment Advisor Representative

Ashley  Shewmake

Ashley Shewmake

Office Manager

Matthew  Vandelicht, CPA

Matthew Vandelicht

CPA and Professional Staff Manager

Brent  Lawrence

Brent Lawrence

Staff Accountant

Carly Levy

Carly Levy

Staff Accountant

Mark Kowalski

Mark Kowalski

Receptionist

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

*Jodi, Sue, Tyler 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

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