Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Jessica Kolanowski: Office Administrator Jessica has a business management degree from Ball State University. She worked as...
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Nick Catlin: Principal – CPA, CFP®, MBA Nick holds an undergraduate degree in finance and a Master...
We offer a range of services Our services include Financial Planning, Tax Preparation and Accounting, Investment Advisory, and Transition Consulting. We would be delighted to assist you. Financial Planning...
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Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Jim Clark Principal – CPA,CFP® Jim Clark, one of the founding partners of CBG & Company, Inc,...
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Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Kara Kinnius: Staff Accountant – CPA Kara earned her Bachelor of Arts in Accounting degree from Taylor...
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Melissa Vazquez: Bookkeeper Melissa earned her Associates degree in Applied Science, Dental Hygiene in 2015. She has...
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Tyla Lane: Tax Accountant – EA Tyla joined the CBG team in August 2017 and she specializes...
CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm.
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