Find a Team Member
- Ashley Shewmake
- Brent Lawrence
- Chris Calhoun, EA
- Dawnese Harper
- Hannah Finnell
- Jason Farmer, CPA
- Jodi Bales , CPA, AIF®
- Lori Berry
- Mark Kowalski
- Matthew Vandelicht, CPA
- Sue Miller, CPA
- Tyler Bales, CFP®
- Will Irvin-Linneman

Sue Miller, CPA
Partner Emeritus

Jodi Bales , CPA, AIF®
Partner & Financial Advisor

Matthew Vandelicht, CPA
Partner

Tyler Bales, CFP®
Financial Advisor

Jason Farmer, CPA
Certified Public Accountant

Chris Calhoun, EA
Staff Accountant

Ashley Shewmake
Office Manager

Brent Lawrence
Staff Accountant

Dawnese Harper
A/P Clerk & Bookkeeper

Hannah Finnell
Staff Accountant

Will Irvin-Linneman
Staff Accountant

Mark Kowalski
Receptionist

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.
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.