Susan Shalz, CPC, QPA, QKA
Susan Shalz is a Certified Pension Consultant, and a Qualified Pension and 401(k) Administrator. Her areas of expertise include retirement plan design, government reporting, compliance and >>
Archives: People
Alexis Williams, QKA
Originally from Redding, California, Alexis Williams has called Montana home for the last 18 years. She has six siblings and tries to spend as much time >>
Lila Adkins-Pepin
Although born in Oregon and having lived in many places all over the western part of the United States, Great Falls is where Lila Adkins-Pepin calls >>
Jerry L. Lehman, CPA
With over 40 years of experience helping small-business owners solve varying financial and regulatory challenges, Jerry Lehman knows that almost always the most-meaningful solution is based on >>
John E. Stevens, CPA
If you’ve ever wondered about the finer points of taxation of pass-thru entities or developing a plan to transition your business, strike up a conversation with >>
