CORDELL - Key Persons
Job Titles:
- Member of the Professional Team
- WEALTH MANAGEMENT ASSISTANT
Allison is a wealth management assistant and joined the firm in 2018. She brings vast experience to her work and has a robust background working at differing firms in the financial services industry. She channels that knowledge to help clients on their path to success today and finds gratification in using her experience to problem-solve and work out complex cases to give clients a better experience.
Job Titles:
- ACCOUNTING SPECIALIST
- Member of the Professional Team
Job Titles:
- Member of the Leadership Team
Job Titles:
- SUPERVISOR
- Board Member and Treasurer of the Wenatchee Valley College Foundation
Brenda is a board member and treasurer of the Wenatchee Valley College Foundation. In her free time, she enjoys reading, swimming at the lake or spending time with her family and friends.
Job Titles:
- ACCOUNTANT
- Member of the Professional Team
- Senior Accountant
Job Titles:
- Client Services Coordinator
Job Titles:
- ADMINISTRATIVE MANAGER
- Member of the Professional Team
Cathy is an administrative manager for the firm and has a background in education that has proven to be a valuable asset in her role as she serves other team members and clients.
Job Titles:
- ACCOUNTING SPECIALIST
- Member of the Professional Team
Job Titles:
- Member of the Leadership Team
- Financial Advisor, Member, Director of CAS
Job Titles:
- Member of the Professional Team
- WEALTH MANAGEMENT ASSISTANT
Job Titles:
- MANAGER
- Member of the Professional Team
Danielle is an administrative assistant for the firm and finds excitement in the busy tax season and the variety of projects her job entails. Danielle plays an important role in organizing, managing and helping keep the daily operations of the office running.
Job Titles:
- WEALTH MANAGEMENT ASSISTANT
Job Titles:
- ACCOUNTANT
- Member of the Professional Team
Job Titles:
- ADMINISTRATIVE ASSISTANT
- Member of the Professional Team
- Receptionist
- Administrative Assistant - Receptionist
- Member of the Evergreen Mountain Bike Alliance
Ivy is a receptionist and administrative assistant for the firm. As the first face you see when you walk in the door, Ivy is an expert at forming close, long-lasting relationships with anyone she meets. Growing up stateside and abroad, Ivy brings many life experiences to the table that enables her to adapt quickly to client situations.
Ivy is a member of the Evergreen Mountain Bike Alliance and International Association of Administrative Professionals. In her spare time, she enjoys reading, hiking, motorcycling, camping and social ballroom dancing.
Job Titles:
- FINANCIAL ADVISOR
- Member of the Professional Team
- Financial Advisor by
Jason joined the firm in 2019 as a financial advisor who believes in doing right by his clients by helping them navigate all their financial decisions. He began his career as a commercial loan officer, where he spent over 15 years striving to help clients achieve their financial goals by determining creative, customized solutions that fit their individual needs. Jason found he was ready to take on a new chapter and venture into financial planning. Much like his career in banking, he continues to deliver the same excellent service working with clients today by focusing on a tailored, tax-efficient financial planning process that's aimed to give clients clarity and peace of mind.
Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Business owners play a critical role in shaping the financial future of their employees. In 2023, employees ...
Jason Underwood, Financial Advisor By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While it may seem prolonged medical circumstances are unlikely to happen to us, unexpected events can occur ...
: Jason Underwood, Financial Advisor CNC Financial Group, LLC When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing ...
: Jason Underwood, Financial Advisor CNC Financial Group, LLC While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted ...
Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It ...
Job Titles:
- FINANCIAL ADVISOR
- MANAGER
- Member of the Professional Team
- Manager and CPA by
- Manager New Business Owners
: Jennifer Babcock, CPA & Manager New business owners face several challenges in the start-up phase and mastering the payroll process can be one of ...
: Jennifer Babcock, Manager and CPA Cordell, Neher & Company, PLLC The sheer amount of student loan debt individuals are graduating from higher education with ...
Job Titles:
- Wealth Management Assistant
Job Titles:
- Member of the Professional Team
- Senior Accountant
Job Titles:
- Member of the Professional Team
- SUPERVISOR
- Supervisor As Many People Have Heard, There Is a New Washington State Capital Gains Tax Going into Effect on January 1, 2022. the Law Is Still .
By: Joe Violette Supervisor, Cordell Neher & Company, PLLC The current pandemic has resulted in many businesses being forced to send their employees home, and work-from-home life has become a ...
Joe Violette, CPA and Supervisor As many people have heard, there is a new Washington state capital gains tax going into effect on January 1, 2022. The law is still ...
Job Titles:
- MANAGER
- Member of the Professional Team
Job Titles:
- FINANCIAL ADVISOR
- Member of the Leadership Team
- of COUNSEL
- Partner
- Managing Principal Cordell, Neher and Company, PLLC When Asked If We Would Share How COVID - 19 Has Affected Cordell, Neher & Co., PLLC, I Took the Opportunity .
- New Managing Partner of Cordell, Neher & Company, PLLC
Kris Loomis By Kristine Loomis, CPA, CVA, Cordell, Neher & Company, PLLC Wenatchee Certified Public Accountant Succession planning is defined as the process in which an organization ensures employees are ...
Kris Loomis Wenatchee, WA.- Kris Loomis, CPA, CVA, Managing Principal of Cordell, Neher & Company, PLLC has recently returned from a two-day training at the Virginia Mason Institute in Seattle. ...
Kris Loomis By Kristine Loomis, CPA, CVA, Cordell, Neher & Company, PLLC, Wenatchee Certified Public Accountant December is a month where many focus on charitable giving as they look for ...
Kristine S. Loomis, CPA, CVA was named the new Managing Partner of Cordell, Neher & Company, PLLC as of October 1, 2013. Speaking to the change, Kris states, "I am ...
Job Titles:
- Certified Public Accountant
- FINANCIAL ADVISOR
- MANAGER
- Member of the Professional Team
- Author
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 financial problems by helping lessen clients' tax exposure, avoid audits and be a sounding board to help guide clients through the challenging and good times.
Kyle grew up in Lynwood, Washington, and attended Western Washington University, earning a bachelor's degree in accounting. He holds his CPA designation and is licensed to sell financial securities and insurance. He is also a member of the American Institute of CPAs and the Washington Society of CPAs. Kyle's areas of expertise are in real estate, estates & trusts and small businesses.
Kyle is involved in the Wenatchee Confluence Rotary and sits on the Chelan-Douglas Child Services Agency board. He enjoys boating and camping outdoors in North Central Washington during his free time.
Author: Kyle Meissner CPA, MANAGER Because of its forgivable and generous nature, businesses nationwide quickly took advantage of Paycheck Protection Program (PPP) loans when they became available to help mitigate ...
Managing cash flow during a crisis and beyond By Kyle Meissner, CPA Cordell, Neher & Company, PLLC Your cash flow is the financial story of your business. It tells the ...
Job Titles:
- Member of the Professional Team
- SUPERVISOR
Job Titles:
- Member of the Professional Team
- Senior Accountant
- Senior Accountant by
By: Mekea Neslin Senior Accountant Business owners are often looking for ways to make their lives easier, especially when it comes to the financial management side of their business. As ...
Mekea Roseman, Senior Accountant By: Mekea Roseman, Senior Accountant Cordell, Neher & Company, PLLC Board decisions can sometimes affect an organization's finances, so nonprofit board members should understand basic accounting ...
Job Titles:
- Financial Advisor
- MANAGER
- Member of the Professional Team
- Financial Advisor, Manager by
: Nathan Cacka, CPA, Financial Advisor & Manager For many business owners, tax season can be daunting - especially when you're completing your federal ...
Job Titles:
- Member of the Professional Team
- SENIOR ACCOUNTANT
Job Titles:
- Director of IT
- Financial Advisor
- Member of the Leadership Team
- Member of the DIRECTOR of IT
- New Partner W / Our Firm
We are very excited to announce that Sean M. Patton, CPA has become one of our Partners at Cordell, Neher & Company, PLLC as of October 1, 2013. Sean has been ...
Job Titles:
- Member of the Leadership Team
- Financial Advisor, Managing Member, Director of a & a
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. Although working in a broad range of areas, he specializes in providing Accounting and Attestation services to agricultural cooperatives, manufacturing and distribution entities, 401(k) plans and various other industries. He has vast experience in preparing complex consolidated tax returns and the filing requirements for multi-state entities.
Job Titles:
- Our Communications With Each Other Will Be Respectful, Honest and Timely
Job Titles:
- Member of the Professional Team
- Senior Accountant
Job Titles:
- Member of the Professional Team
- OPERATIONS MANAGER, CAS DEPARTMENT
Job Titles:
- Member of the Leadership Team
- Financial Advisor, Member, Director of Tax
- Member of the DIRECTOR of TAX
Job Titles:
- ADMINISTRATIVE ASSISTANT
- Member of the Professional Team