Estates & Trusts
We recognize how overwhelming it can be to organize your financial and legal documents. Our goal is to help both you and your family accomplish this in the simplest and most effective manner.
Let us work side-by-side with you to develop a transition plan that makes sense for your unique situation, including preserving wealth for your future needs or for distribution to loved ones or charities.
Your future is important to us and we are here to guide you in family financial planning decisions. Ask any of our accountants about our uniquely designed Legacy Binders for organizing your documents in managing your estate.
Andy McClellan, CPA
Senior Accountant
Andy McClellan is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Andy McClellan is in no way related to Cetera, its affiliates, or its registered representatives.
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Angela Henry-Roth
Client Accounting Specialist
Angela Henry-Roth is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Angela Henry-Roth is in no way related to Cetera, its affiliates, or its registered representatives.
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Bradi Dahmen
Wealth Advisor
Bradi is the director of financial services for the firm and oversees all financial planning services the firm offers to clients. Before entering the financial services industry, Bradi worked as a third-generation funeral director in...
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Brenda Alcala, CPA
CAS Department Manager
Brenda Alcala is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Brenda Alcala is in no way related to Cetera, its affiliates, or its registered representatives.
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Brian Brett, CPA
Senior Accountant
Brian Brett is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Brian Brett is in no way related to Cetera, its affiliates, or its registered representatives.
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Carmen Wisemore
Client Services Coordinator
Carmen Wisemore is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Carmen Wisemore is in no way related to Cetera, its affiliates, or its registered representatives.
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Charlene Wilson
Client Accounting Specialist
Charlene Wilson is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Charlene Wilson is in no way related to Cetera, its affiliates, or its registered representatives.
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Charles Miracle, CPA
Wealth Advisor, Member
Charlie Miracle began his career with the firm in 1992 and is a certified public accountant, director of client accounting services and member. He left the firm in 1998 to join a local manufacturing company as controller and later...
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Cindy Ulrich, CPA
Senior Manager
Cindy Ulrich is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Cindy Ulrich is in no way related to Cetera, its affiliates, or its registered representatives.
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Curtis Parish
Client Accounting Specialist
Curtis Parish is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Curtis Parish is in no way related to Cetera, its affiliates, or its registered representatives.
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Danielle Johnson
Administrative Assistant
Danielle Johnson is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Danielle Johnson is in no way related to Cetera, its affiliates, or its registered representatives.
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Efron Alvarado, CPA
Senior Manager
Efron Alvarado is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Efron Alvarado is in no way related to Cetera, its affiliates, or its registered representatives.
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Jacqueline Valdez
Client Accounting Specialist
Jacqueline Valdez is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Jacqueline Valdez is in no way related to Cetera, its affiliates, or its registered representatives.
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Jenny Taylor
Accounts Receivable Specialist
Jenny Taylor is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Jenny Taylor is in no way related to Cetera, its affiliates, or its registered representatives.
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Joe Violette, CPA
Manager
Joe Violette is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Joe Violette is in no way related to Cetera, its affiliates, or its registered representatives.
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Joshua Phillips
Senior Accountant
Joshua Phillips is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Joshua Phillips is in no way related to Cetera, its affiliates, or its registered representatives.
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Katlyn Slone
Strategic Operations Lead
Katlyn Slone is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Katlyn Slone is in no way related to Cetera, its affiliates, or its registered representatives.
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Kyle Meissner, CPA
Wealth Advisor, Member
Kyle Meissner is a certified public accountant and member of the firm. Kyle takes great pride in working with business owners by helping them start and grow their businesses. Above all, Kyle enjoys helping business owners solve their...
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Libby Hall
Client Accounting Specialist
Libby Hall is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Libby Hall is in no way related to Cetera, its affiliates, or its registered representatives.
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Melanie Garza
Senior Accountant
Melanie Garza is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Melanie Garza is in no way related to Cetera, its affiliates, or its registered representatives.
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Melina Mendoza
HR Manager
Melina Mendoza is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Melina Mendoza is in no way related to Cetera, its affiliates, or its registered representatives.
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Melissa Wasley
Client Accounting Specialist
Melissa Wasley is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Melissa Wasley is in no way related to Cetera, its affiliates, or its registered representatives.
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Nate Drescher
CAS Department Supervisor
Nate Drescher is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Nate Drescher is in no way related to Cetera, its affiliates, or its registered representatives.
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Olivia Shelley
Associate
Olivia Shelley is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Olivia Shelley is in no way related to Cetera, its affiliates, or its registered representatives.
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Polina Akimov, CPA
Senior Manager
Polina Akimov is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Polina Akimov is in no way related to Cetera, its affiliates, or its registered representatives.
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Sean Patton, CPA
Wealth Advisor, Member
Sean was born in St. Louis, Missouri and moved to Wenatchee in 1984. He began his professional career at Cordell, Neher and Company, PLLC in 2003. He enjoys playing golf and spending time with his family.Areas of Practice:Tax...
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Seth Suzelis
Senior Accountant
Seth Suzelis is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Seth Suzelis is in no way related to Cetera, its affiliates, or its registered representatives.
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Steven Neher, CPA
Wealth Advisor, Managing Member
Steve has been a member of Cordell, Neher & Company, PLLC since 2006. He enjoys living and working in the community that he was raised. One of Steve’s favorite parts to his day is assisting clients identify and reach their goals....
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Timothy Dilley, CPA
Wealth Advisor, Member
Tim is a native of the Wenatchee Valley. Tim began his career with Cordell, Neher and Company, PLLC in 1994 and left for a private accounting industry position in 1996. After holding progressive controllership and Chief Financial...
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Trina Blue
Administrative Assistant
Trina Blue is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Trina Blue is in no way related to Cetera, its affiliates, or its registered representatives.
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