Broker Check
Sue Miller, CPA

Sue Miller, CPA

Partner Emeritus

Jodi  Bales, CPA, AIF®

Jodi Bales , CPA, AIF®

Partner & Financial Advisor

Tyler Bales, CFP®

Tyler Bales, CFP®

Financial Advisor

Jason Farmer, CPA

Jason Farmer*, CPA

Certified Public Accountant

Chris Calhoun, EA

Chris Calhoun*, EA

Staff Accountant

Brent  Lawrence

Brent Lawrence*

Staff Accountant

Will Irvin-Linneman

Will Irvin-Linneman*

Staff Accountant

Mark Kowalski

Mark Kowalski*

Receptionist

Lori  Berry

Lori Berry*

Senior Staff Accountant

Brett Bales

Brett Bales*

Payroll Processor

Candace Doss

Candace Doss

Client Service Associate

Jack Cooper*

Jack Cooper*

Staff Accountant

Sam Vogel*, CPA

Sam Vogel*, CPA

Certified Public Accountant

Shelley Talbot*, CPA

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.

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