Find a Team Member
- Ashley Shewmake
- Brent Lawrence*
- Brett Bales*
- Candace Doss
- Chris Calhoun*, EA
- Jack Cooper*
- Jason Farmer*, CPA
- Jodi Bales , CPA, AIF®
- Lori Berry*
- Mark Kowalski*
- Matthew Vandelicht, CPA
- Sam Vogel*, CPA
- Sue Miller, CPA
- Tyler Bales, CFP®
- Will Irvin-Linneman*
Jodi Bales , CPA, AIF®
Shareholder & Financial Advisor
Matthew Vandelicht, CPA
Shareholder
Chris Calhoun*, EA
Shareholder
Tyler Bales, CFP®
Financial Advisor
Ashley Shewmake
Office Manager
Jason Farmer*, CPA
Certified Public Accountant
Sam Vogel*, CPA
Certified Public Accountant
Brent Lawrence*
Staff Accountant
Will Irvin-Linneman*
Staff Accountant
Mark Kowalski*
Receptionist
Lori Berry*
Senior Staff Accountant
Candace Doss
Client Service Associate
Brett Bales*
Payroll Processor
Jack Cooper*
Staff Accountant
Sue Miller, CPA
Partner Emeritus
*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.
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.
