CNC FINANCIAL GROUP - Key Persons
Job Titles:
- ACCOUNTING SPECIALIST
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- WEALTH MANAGEMENT ASSISTANT
Job Titles:
- ACCOUNTING SPECIALIST
- Member of the Professional Team
Job Titles:
- Director
- Member of the Leadership Team
Job Titles:
- ACCOUNTANT
- Member of the Professional Team
Job Titles:
- CLIENT SERVICES COORDINATOR
- Client Service Coordinator
Job Titles:
- CAS ONBOARDING COORDINATOR
Job Titles:
- ADMINISTRATIVE MANAGER
- Member of the Professional Team
Job Titles:
- ACCOUNTING SPECIALIST
- Member of the Professional Team
Job Titles:
- Member of the Leadership Team
- Member of the Director of CAS
Job Titles:
- Member of the Professional Team
- WEALTH MANAGEMENT ASSISTANT
Job Titles:
- MANAGER
- Member of the Professional Team
Job Titles:
- ACCOUNTANT
- Member of the Professional Team
Job Titles:
- ADMINISTRATIVE ASSISTANT
- Member of the Professional Team
- Receptionist
Job Titles:
- FINANCIAL ADVISOR
- Member of the Professional Team
- Financial Advisor by
Jason was a commercial loan officer for over 15 years in the Wenatchee Valley striving to help clients achieve their financial goals. He partnered with current and prospective clients to determine creative, customized solutions that fit their individual business needs. Jason joined CNC Financial Group in 2019 and continues to deliver excellent service working with our clients.
: 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:
- MANAGER
- Member of the Professional Team
- Manager and CPA by
: 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:
- Member of the Professional Team
- Senior Accountant
Job Titles:
- CAS ONBOARDING COORDINATOR
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:
- Member of the Leadership Team
- 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:
- MANAGER
- Member of the Professional Team
- Author
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
- Senior Accountant Cordell
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:
- MANAGER
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- SENIOR ACCOUNTANT
Nick Crawford, Senior Accountant By Nick Crawford, Senior Accountant Cordell, Neher & Company, PLLC Overseeing cash flow is key to business management. Incoming revenue streams fluctuate, and expenses need to ...
Job Titles:
- FINANCIAL ADVISOR
- Member of the Professional Team
Patty Stanford, Financial Advisor CNC Financial Group, LLC Charles de Gaulle once remarked, "The graveyards are full of indispensable men."ยน While we know that life goes on regardless of the ...
Job Titles:
- Member of the Professional Team
- SENIOR ACCOUNTANT
Job Titles:
- Member of the Professional Team
- SENIOR ACCOUNTANT
- Senior Accountant Cordell
Job Titles:
- 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
- MANAGING MEMBER, DIRECTOR of a & a
- Member of Cordell
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:
- Accountant
- Member of the Professional Team
Job Titles:
- Member of the Professional Team
- OPERATIONS MANAGER, CAS DEPARTMENT
Job Titles:
- Member of the Leadership Team
- Member of the DIRECTOR of TAX
Job Titles:
- ADMINISTRATIVE ASSISTANT
- Member of the Professional Team