Broker Check
 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. 

 

Adam Perry

CPA, Wealth Advisor, Accounting Manager

(580) 357-0220

Adam joined the firm in 2012 as a Certified Public Accountant and brought a strong five year background in bookkeeping, taxation and payroll administration. He is licensed as a securities, investment, and insurance advisor through his...

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Carl brought twenty-seven years of public accounting experience when he joined the firm 2008. He is a shareholder in the firm. Income tax manager is his...

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Lacey Barger

CPA, Wealth Advisor, Review Manager

580.357.0220

Lacey joined the firm in January 2013 as an accountant. She is licensed as a CPA, a licensed securities* advisor, and holds an insurance license. She prepares income tax returns and assists in compilation and reviewed financial...

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Rachel Ward

Customer Service Representative

580.357.0220

Rachel Ward joined our firm in February of 2016. She is the first person to greet you and voice of our firm when you call. Her background as a legal assistant and attention to detail makes her an excellent addition to our practice. She...

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Marisela Martinez

Accountant/Outsource Services

(580) 357-0220

(580) 357-0294

Marisela rejoined our firm in June 2022.  She was a valuable member to our firm from 2014-2016.  She graduated from Cameron University with a Bachelor Degree in Accounting in 2009.  She lives in Central Texas with her...

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Beau Barnes

Founder, CPA, CGMA

Beau believes, “There is no magic pill to alleviate taxes, they never go away so all financial decisions should be weighed for tax advantages.” Beau is a thirty year member of the American Institute of...

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