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 Finnell

Hannah Finnell

Staff Accountant

Will  Irvin-Linneman

Will Irvin-Linneman

Staff Accountant

Mark Kowalski

Mark Kowalski

Receptionist

Lori  Berry

Lori Berry

Senior 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.

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