Empowering Individuals And Businesses To
Turn Their Financial Dreams Into Reality
OUR MISSION
At Shore & Company, Our Mission is to Increase the Net Financial Worth of our Clients Through a Relationship Built on Personal Trust and Company-Wide Integrity.
OUR VIEW
We view every client relationship like a partnership, and truly believe that our success is a result of your success.
OUR COMMITMENT
We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
OUR GOAL
One of our primary goals is to become a trusted advisor to our clients and always be available to provide insight and helpful advice that will allow our clients to make informed financial decisions. We welcome you to contact us at anytime.
OUR HISTORY
Shore & Company, P.C. was originated by Marion E. "Bud" Shore as M. E. Shore, CPA and incorporated in 1996 to become Shore & Company, P.C. In January 2002 Jay Bumbalough and Bud Shore became co-owners of the business to make a winning combination. In January 2009 we acquired the CPA firm of Rammelsberg & Rumsey, P.C. in Shelbyville, IN expanding our presence and service in this region of the state.
When you select Shore & Company as your CPA firm, you benefit from a combined total of over 50 years of experience in the accounting profession.
OUR TEAM
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.
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.
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.
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.
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.
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.