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

Ashley  Shewmake

Ashley Shewmake

Office Manager

Brent  Lawrence

Brent Lawrence*

Staff Accountant

Dawnese  Harper

Dawnese Harper*

A/P Clerk & Bookkeeper

Hannah Huffman

Hannah Huffman*

Staff Accountant

Will Irvin-Linneman

Will Irvin-Linneman*

Staff Accountant

Mark Kowalski

Mark Kowalski*


Lori  Berry

Lori Berry*

Senior Staff Accountant

Brett Bales

Brett Bales*

Payroll Processor

Candace Doss

Candace Doss

Client Service Associate

*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.