Greg has over 30 years of financial experience. He began his career as an auditor with Peat Marwick, a large international accounting firm. Greg has also worked in small accounting firms, small and medium size businesses, and Fortune 500 companies. He has been a licensed investment securities representative for over 10 years. Greg is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a licensed Certified Public Accountant. He holds a Masters degree in Business Administration from Wayland Baptist University and a Bachelors of Business Administration in Accounting degree from Texas Tech University.
Kim is responsible for administration and for our firm. She is a Texas certified teacher and certified group fitness instructor. Kim holds a Bachelors of Science degree in Education from Texas Tech University. She has been married to Greg for the past 27 years.
Cody assists in and manages tax, accounting, and financial services operations for the firm. He holds a Bachelor of Business Administration in Accounting from Texas Tech University and a Master of Science in Accounting from Liberty University. Cody has been a part of our team since 2015.
Jessica assists in the preparation of taxes, accounting services, and payroll matters. She holds a Bachelor of Science in Accountancy from Florida Southern College, where she also competed at the Division 2 level for softball. She is currently pursuing a Master of Science in Accountancy at Boise State University. Jessica has been a part of our team since January of 2022.
Macy assists in the preparation of taxes, accounting services, and payroll matters. She is a junior at Texas Tech University in Lubbock, Texas majoring in accounting and finance. She is projected to graduate Fall of 2023.