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

Mark Kowalski

Mark Kowalski


Lori  Berry

Lori Berry

Senior Staff Accountant

Dawnese  Harper

Dawnese Harper

A/P Clerk & Bookkeeper

Chris Calhoun

Chris Calhoun

Staff Accountant

Hannah Finnell

Hannah Finnell

Staff Accountant

Tyler Bales, CFP®

Tyler Bales, CFP®

Financial Advisor

Will  Irvin-Linneman

Will Irvin-Linneman

Staff Accountant

*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

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.