Shareholders

Ted A. Lodden, CPA, CFP, CVA, ABV, CFF

Shareholder

Ted A. Lodden, CPA, CFP®, CVA, ABV, CFF has been with BLPC and its predecessor, Augustine & Co., since 1972. Ted is the managing shareholder and heads the firm`s management advisory services department which provides management consulting and litigation support and expert witness services. In addition to working with individuals, closely-held businesses and nonprofit organizations in audit and taxation capacities, Ted pioneered the firm`s business valuation and financial advisory services. Ted has his Bachelors degree from Iowa State University and his Masters of Business Administration with honors from Drake University.

Ted is a member of the American Institute of CPAs, Iowa Society of CPAs. Professionally, Ted is a past president of the Iowa Society of CPAs, past president or chair of the Des Moines Estate Planning Council, Economic Development Corporation of Des Moines, and Polk Des Moines Taxpayers Association, past president of Financial Planning Association (FPA) and the past chair of the Iowa Board of Accountancy and chair of the Ethics Committee. He has served as an American Institute of Certified Public Accountant’s (AICPA) Council Member and AICPA Vision Project Participant. He currently is a member of the Business School Advisory Board for Iowa State University, a member of the John Stoddard Cancer Center Board, a director of the National Association of State Boards of Accountancy, and serves on the board of one of the largest employers in Iowa. Also, Ted currently chairs the International Qualification Advisory Board.

Ted is licensed in Insurance and Securities (Series 6 & 63) and is an IAR (Investment Advisor Representative). Additionally, he is a Certified Financial Planner (CFP) with certifications in Business Valuations (ABV and CVA) and Financial Forensics (CFF).

Securities offered through ProEquities, Inc., a Registered Broker Dealer and member FINRA and SIPC. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Millennium Advisors is independent of ProEquities, Inc.

Ted enjoys watching his son in sports activities. He also enjoys Tae Kwon Do (fourth degree black belt), golf, and fishing.

515-223-7300 | tal@brookslodden.com

John E. Lamale, CPA

Shareholder

John E. Lamale, CPA has been with BLPC and its predecessor, Augustine & Co., since 1978, becoming a shareholder in 1984. John has extensive experience working with closely-held businesses in auditing, income tax, and advisory services. John also manages the human resources function of the firm.

John has a BBA in accounting from Ohio University and his Masters of Business Administration from Drake University. John is an Investment Advisor Representative. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor, 3390 Asbury Road, Dubuque, IA 52002, (563) 582-2855.

John is a member of the American Institute of CPAs and the Iowa Society of CPAs.

John is a current Advisory Board Member of Bankers Trust Company, and Advisory Committee Member for Greater Des Moines Community Foundation – CBC Fund, active member in Contributor’s Breakfast Club, a past board member of Good Samaritan Urban Ministries Development Corp. and the Treasurer of the Iowa United Soccer Club. He is past president of the Iowa Chapter of the National Council for the Prevention of Child Abuse.

John is very involved with youth competitive soccer in Greater Des Moines. He also enjoys watching Iowa State University football and basketball. In addition, John likes to fish and play recreational soccer.

515-223-7300 | john@brookslodden.com

Bruce W. Hartley, CPA

Shareholder

Bruce W. Hartley, CPA has been with BLPC and its predecessor, Augustine & Co., since 1977, becoming a shareholder in 1984. In addition to working with numerous closely-held businesses and their owners, Bruce oversees the firm`s tax practice and is also responsible for the firm`s accounting and auditing system of quality control.

Bruce has his Bachelor of Science degree from Iowa State University. Bruce is an Investment Advisor Representative. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor, 3390 Asbury Road, Dubuque, IA 52002, (563) 582-2855.

Bruce is a member of the American Institute of CPAs and the Iowa Society of CPAs.

Professionally Bruce has been a past Officer and Director for the Iowa Society of CPAs. Bruce has served as a member of the American Institute of Certified Public Accountant’s Technical Issues Committee, has served the AICPA as a member of the Private Companies Practice Section Executive Committee, and Peer Review Board. In 1995 Bruce was honored by the Iowa Society of Certified Public Accountants as Outstanding Chair for his work in that capacity with the Peer Review Committee.

Bruce enjoys golf, Iowa State University Athletics, and spending time with his family.

Brent L. Alexander, CPA

Shareholder

Brent L. Alexander, CPA has been with BLPC since 1986, becoming a shareholder in 1999. In addition to working with businesses and organizations in financial, manufacturing, construction, and nonprofit industries, Brent is responsible for firm recruiting, information technology, and personnel management.

Brent has his Bachelor of Business Administration degree in accounting from Iowa State University. He is an Investment Advisor representative. Advisory Services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor, 3390 Asbury Road, Dubuque, IA 52002, (563) 582-2855.

Brent is a member of the American Institute of CPAs and the Iowa Society of CPAs.

Professionally Brent has been honored by the Iowa Society of Certified Public Accountants as Outstanding Chair after serving that capacity for the Society`s Information Technology Committee. Brent has also served a number of area boards of directors in various capacities including chair and treasurer. He is a frequent speaker on various accounting and taxation topics.

Brent enjoys playing basketball and golf, and is a multiple medal winner in the last several Iowa Senior Olympics. He always enjoys following Iowa State athletics, and collecting antique advertising.

515-223-7300 | brent@brookslodden.com

Tony E. Wagner, CPA

Shareholder

Tony Wagner, CPA, joined BLPC in September 2013 after working for more than 15 years in the tax department of a national public accounting firm. January 2016 he became a shareholder of Brooks Lodden. Tony has significant experience working with closely-held businesses, including manufacturers, construction companies, financial institutions, and nonprofit organizations. Tony’s areas of expertise include tax compliance, planning and consulting, mergers and acquisitions, cost segregation studies, and research and development credit studies.

Tony graduated cum laude from Iowa State University with a Bachelor’s degree in accounting.

Professionally, Tony is a member of the Iowa Society of CPAs serving on the Membership and Member Benefit Committee. He is a member of the American Institute of CPA’s and is a past member of the Regulations Sub-Committee. He is currently the treasurer of the Johnston Soccer Club and is a past vice president of the Des Moines chapter of the Institute of Management Accountants.

Tony enjoys coaching his son’s sports teams, running, traveling with his family and Notre Dame Football.

515-223-7300 | tony@brookslodden.com