Team Members

Bradley W. Goldsmith, EA, is the President of Goldsmith & Associates. As an Enrolled Agent and Financial Advisor, Brad is responsible for managing and advising clients, staff, and small businesses in matters of taxation and...

Mr. Goldsmith was born in Battle Creek, Michigan. His bachelor's degree in business administration was earned from Western Michigan University. His career began as an accountant with a Kalamazoo CPA in 1969. He also worked as a...

Gale started with us in 2008. She has 25 plus prior years in restaurant management and customer service. During that time she held positions in regional recruiting, management, and supervision. Gale enjoys meeting and helping others....

Jessie Seelye has been with our company since 2019. With experience has a branch office administer. Jessie holds a bachelors degree in Business Administration concertation in finance. During her free time she enjoys outdoor adventures...

Julie Stenberg is originally from Jackson and comes to us with over 16 years of accounting experience in corporate, government, public and not for profit organizations. Julie holds a Bachelor's degree in Family Life Education from...

Kelly pervious work was in medicine for over 20 years. As a Medical Assistant, Receptionist and Care Manager she played a key role in developing relationships with patients, helping them devise obtainable goals and meet them. She...

Nathan (Nate) is an experienced Financial Advisor that prides himself on helping clients understand their financial situation and guiding them to reach their goals. Nate started his career at one of the largest broker/dealers in the...