Team
Ann
As a lifelong resident of the D/FW area with both public accountancy and corporate tax and accounting experience, Ann is uniquely qualified to professionally assist you with your tax and accounting needs.
Ann graduated with a BBA in Accounting from Texas Tech University. She received the Certified Public Accountancy license from the Texas State Board in 1982.
Previously, she worked for a large electric utility in their accounting and tax departments, where she was responsible for tax compliance, the development and maintenance of a tax and reporting system, and was the primary interface with the IRS for the corporation and its subsidiaries.
Ann is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs. She is also a member of the QuickBooks ProAdvisor Program.
The combination of her corporate experience and small business ownership uniquely qualifies Ann to understand the challenges faced by business owners, individuals,
Randy
Randy has been with the firm since 2002. He is a CERTIFIED FINANCIAL PLANNER™ certificant, earning the designation in 2012. He is a member of the QuickBooks ProAdvisor Program and is a QuickBooks Certified ProAdvisor.
Previously, Randy spent 25 years in the telecommunications industry; holding a variety of management positions across all aspects of the industry. His unique experiences include the primary leadership position with an international consortium that developed an undersea telecommunications cable linking North America and Asia.
Randy holds a Bachelor of Science in Electrical Engineering from the University of Texas at Arlington and a Master of Science in Telecommunications from Southern Methodist University. In addition, he attended the prestigious Advanced Technology Innovation Program at Carnegie-Mellon University and obtained his Certificate in Financial Planning from SMU. He is a member of the Financial Planning Association. He takes pride in providing a fiduciary level of care to clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Adam
Adam started working full-time with the firm in 2015. He is the firm's Senior Analyst. Working in different departments, Adam specializes in both personal and business clients. He is a Certified Quickbooks Proadvisor and is currently working towards becoming a Certified Public Accountant.
Adam worked for a larger company out of Dallas as their in-house accountant taking care of everything from tax planning to payroll. He holds a BBA in Accounting from Southern Methodist University where he played for the SMU soccer team and graduated Magna Cum Laude in 2012. He enjoys hanging out with friends and relaxing with family during his personal time. The majority of the time you can find him with his dog, Tucker, a miniature Australian Shepard. He enjoys any challenge and always finds the most efficient way for obtaining our clients success.
Sara
Sara came on board in 2016. She is the firm's Tax Analyst helping in various departments working closely with the firm's Senior Analyst. She is a Certified QuickBooks ProAdvisor and has a strong focus on bookkeeping for personal and business clients.
Previously, Sara was the Production Planner for a medical manufacturing company here in the Fort Worth area where she was in charge of coordinating 100+ different products in a timely and efficient manner.
Sara holds a Bachelor of Science in Institutional Management from Texas Tech University, graduating Magna Cum Laude in 2014.
We believe Sara to be a vital part of our firms organization and she takes pride in her devotion to helping our clients in anyway that she can.
Jonathan
Jonathan handles all the company's audio visual needs. He has been with the company part-time since 2010.
Jonathan graduated from The Winston School in Dallas in 2007. He is currently working towards a Certificate in Radio and Television Broadcasting at Tarrant County College.
In his spare time, you can find Jonathan in his home studio practicing guitar, mixing some audio, or listening to music. If you see Jonathan, be sure and ask him anything about Pink Floyd, his favorite band.