SHORE & COMPANY - Key Persons
Jay Bumbalough, CPA, PFS, is co-owner of Shore & Company, P.C. He is our Director of Business Consulting Services. He is a graduate of Ball State University with a BS in Accounting and is a Certified Public Accountant with a PFS (Personal Financial Specialist) designation. Jay has assisted many clients with his 25+ years experience in both public accounting and industry. Jay's areas of specialization include business development, client profit enhancement, strategic planning, budgeting, cash flow analysis, business valuation and business acquisition. He is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants. Jay is an Investment Advisor Representative and Prime Member of Shoreline Asset Management,LLC, a Registered Investment Advisor, specializing in financial and retirement planning and investments. Shoreline provides fee-only services designed to meet the individual needs and best interests of our clientele.
Joni L. Lee, CPA, is our Senior Accountant. Joni is a graduate of Central Florida Community College and received her BS in Accounting from Ball State University. She has over 15 years experience in the accounting field having worked in Florida, Indianapolis and New Castle. Joni's areas of specialization include Individual and Business Taxation and Accounting. Joni is a member of the Indiana CPA Society.
Josh Schlagel is our Staff Accountant. Josh is a graduate of Thomas Edison State University with a degree in accounting. He is currently pursuing his CPA designation.
Marion E. "Bud" Shore, CPA, MBA, PFS, is co-owner of Shore & Company and Director of Financial Planning & Consulting Services. Bud graduated with honors from Ball State University majoring in accounting and finance. He earned an MBA from the same University and received his CPA designation in 1979. With over 30 years of experience Bud has assisted many of our clients in reaching their financial goals. Specializing in Retirement Planning, Investments and Financial Planning, Bud was one of the first 1,200 CPAs in the United States to earn the Personal Financial Specialist designation and is licensed to provide investment advisory services through Shoreline Asset Management, a Registered Investment Advisor of which he is a Primary Member. Bud is a member of the Indiana CPA Society and the American Institute of Certified Public Accountants.
Tina Conyers is our Administrative Assistant. She joined our firm after seven years in the banking industry. She is your first contact with Shore & Company, or more frequently referred to as "Director of First Impression". Tina is eager to assit you with your tax and accounting needs.
Vicki J. Kelsey, CSEP, is our Director of Estate and Trust Planning Services. She is a graduate of Indiana University with a BS in accounting and more than 30 years of experience. Vicki is a Certified Specialist in Estate Planning (CSEP) using estate and trust planning to help our clients realize the maximum in tax savings and wealth preservation. Vicki also assists our business clients with Business Consulting Services. Vicki is an Investment Advisor Representative for Shoreline Asset Management, LLC. She is a member of the Indiana CPA Society.