Jennifer
Sicking
Peter
McCleskey
Chris
Roberts
Jacob
Nethery
Josh
Coronado
Cynthia
Grieco
Scott
Krahn
Jonny
Baker
Brandon
Reed
Lisa
Smith
Amanda
Hess
Merritt
Moore
VaLissa
Padgett
Catherine
Huang
Diana
Servage
Angela
Meadows
Samantha
Wright
Lauren
Smith
Louisa Kennedy-Francis
We treat employees as ‘investors’ who dedicate their time, effort and skills with the realistic
expectation that they will reap the rewards of their investment. We understand that a happy
investor is also a more productive investor and have created an environment that helps
them balance a rewarding work life with a satisfying personal life.
Partner
“The best question is, ‘what is the wise thing to do?'” – Andy Stanley
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Affordable Housing Association of Certified Public Accountants (AHACPA), a group of professionals concentrating in audits of HUD approved lenders
– Bachelor of Business Administration in Accounting, Panhandle State University
Vickie Brouse
Tax Partner
“Successful people do what unsuccessful people are not willing to do. Don’t wish it were easier; wish you were better.” – Jim Rohn
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Affordable Housing Association of Certified Public
– Accountants (AHACPA), a group of professionals concentrating in audits of HUD approved lenders
– Bachelor of Science in Accounting, University of North Texas, Magna Cum Laude
– Master of Science in Accounting, University of North Texas
Jennifer Sicking
Lead Tax Partner
“It isn’t what we say or think that defines us, but what we do.” – Jane Austen
– Certified Public Accountant
– Personal Financial Specialist (PFS) designation from the
American Institute of Certified Public Accountants
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Rising Star, Texas Society of Certified Public Accountants, (2014)
– Five Star Wealth Manager
– Bachelor of Science in Accounting, University of North Texas
– Master of Science in Accounting, University of North Texas
Jennifer enjoys giving back to the community by teaching others. A sampling of topics includes:
– University of North Texas: GRIT
– Texas Health Presbyterian Hospital Flower Mound: Biggest Gotchas for Physicians
– Dental Study Clubs: Financial Fluency
– South African Institute of Professional Accountants: How to Serve Your Clients
– University of Texas at Arlington graduate program in Healthcare Management: Financial Management of Physician Practices and Independent Community Pharmacies
940.591.9300
Peter McCleskey
Partner
“You shall know the truth and the truth shall set you free.” – John 8:32
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– “Top Ten” award (signifying one of the ten best scored in the state on the CPA exam)
– Bachelor of Science in Mechanical Engineering, The University of Texas at Austin
– Master in Professional Accounting, The University of Texas at Austin
940.591.9300
Chris J. Roberts
Lead Consulting Partner
“What gets measured gets done; what gets rewarded gets done again and again.” – John E. Jones
– Certified Public Accountant
– Chartered Global Management Accountant (CGMA)
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in accounting, St. Mary’s University
– Master of Business Administration, University of Texas at Arlington
972.221.2500
Cynthia Grieco
Tax Partner
“The dream is free. The hustle is sold separately.” – Tyrese Gibson
– Certified Public Accountant in Texas
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in Accounting, University of Texas at El Paso
– Fluent in Spanish and Italian
– Client Accounting Advisory Services AICPA Badge
– QuickBooks ProAdvisor
972.221.2500
Josh Coronado
Assurance Partner
“Thirst was made for water; inquiry for truth.” – C.S. Lewis
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Fort Worth Chapter
– Bachelor of Business Administration in Accounting and Finance, Abilene Christian University
– Master of Accountancy, Abilene Christian University.
972.221.2500
Jacob Nethery
Lead Assurance Partner
“As iron sharpens iron, so one man sharpens another.” – Proverbs 27:17
– Certified Public Accountant
– Chartered Global Management Accountant (CGMA)
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Fort Worth Chapter
– Bachelor of Business Administration, University of Texas at Arlington
972.221.2500
Scott Krahn
Tax Partner
“This is too difficult for a mathematician. It takes a philosopher. The hardest thing in the world to understand is the income tax.” – Albert Einstein, 1944
– Certified Public Accountant in Texas and Ohio
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Ernst & Young Award for Excellence in Scholarship
– Fisher College Pace Setter Award
– University Fellowship Award
– Bachelor of Science in Accounting, Summa Cum Laude,
Weber State University
– Master of Accounting, Summa Cum Laude, The Ohio State University
940.591.9300
Jonny Baker
Consulting Partner
“If we will only think, we shall begin to thank.” – Charles H Spurgeon
– Certified Public Accountant
– Certified Management Accountant (CMA); Priscilla Payne Top Student Exam Score
– Certified in Strategy and Competitive Analysis (CSCA); Gold Medal Winner
– Certified Internal Auditor (CIA), Institute of Internal Auditors (IIA)
– Chartered Global Management Accountant (CGMA)
–Everything DiSC Certified Coach (Wiley)
– Bachelor of Business Administration in Accounting,
Texas A&M University
– Master of Science in Finance, Texas A&M University
– Master of Business Administration, The University of Texas at Austin (Leadership, Academic Excellence and Most Competitive Awards)
– Watch D.O.G.S. for Lewisville ISD (2024-Present)
– KHA Cares Founder, Annual Consulting Project for local NFP (2023-Present)
– Flower Mound First Baptist: Small Group Leader, Membership Class Co-Leader
– University of Texas at Austin McCombs School of Business Alumni Advisory Board
– Texas A&M Consulting Group Case Competition Sponsor
– Dallas Business Club McCombs Board Member Representative (2018-2019)
– INCubatoredu Pricing and Forecasting Coach (2018)
972.221.2500
Brian Ragan
Consulting Manager
“I’ve got a Caribbean soul I can barely control, and some Texas hidden here in my heart.” – Jimmy Buffett
Brian has received two Master degrees from the University of Texas at Dallas; MBA and MS in Finance. Before he attended Graduate School, Brian earned degrees in Music, Spanish and General Business at the University of North Texas in Denton, TX.
Brian aided in the startup of a non-profit organization in Freetown, Sierra Leone that developed micro-finance loan institutions in slum communities, helped start a woman’s vocational training school and funded the operations of an elementary school. It was while working with the Kroo Bay Initiative that Brian realized he was going to dedicate his professional career to helping small businesses realize their true potential in all communities, across the globe.
972.221.2500
Lisa Smith
Senior Tax Manager
“There are no limits to what you can accomplish, except the limits you place on your own thinking.” – Brian Tracy
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in Finance,
University of North Texas
– Master of Science in Taxation, University of North Texas
940.591.9300
Barb Janeway
Senior Tax Manager
“Whatever you do, do it well.” – Walt Disney
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in Accounting,
Texas A&M University
– Master of Business Administration, University of North Texas
972.221.2500
Rebecca Haynie
Tax Manager
“Twenty years from now you will be more disappointed by the things that you didn’t do than by the things you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover.” – H. Jackson Brown, Jr.
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA)
– Bachelor of Business Administration in Accounting, Texas Women’s University, Summa Cum Laude
972.221.2500
Amanda Hess
Tax Manager
“By failing to prepare, you are preparing to fail.” – Benjamin Franklin
– Certified Public Accountant
– Personal Financial Specialist (PFS) designation from American Institute of Certified Public Accountants
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Economics, Texas Tech University
– Master of Science in Taxation, University of North Texas
972.221.2500
Catherine Huang
Assurance Manager
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Master of Business Administration in Finance, University of Wisconsin, Madison
972.221.2500
Kyle Lindaman
Senior Tax Manager
“You shall love the Lord your God with all your heart, with all your soul, with all your mind, and with all your strength.” – Mark 12:30
– Certified Public Accountant in Texas and California
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Science in Accountancy, California State University
Northridge, Cum Laude
972.221.2500
Brandon Reed
Consulting Manager
“You must be the change you want to see in the world.” – Mahatma Gandhi
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in Accounting,
Abilene Christian University
– Master of Accountancy, Abilene Christian University
Brandon serves on the board of directors of Denton County Friends of the Family.
972.221.2500
VaLissa Padgett
Senior Tax Manager
“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– National Association of Women in Construction (NAWIC)
– Immediate Past President & Board Member, NAWIC Fort Worth Chapter #1
– Treasurer, NAWIC Fort Worth Chapter #1 Foundation
– Texas Society of Certified Public Accountants (TXCPA)
– Member, Dean’s Leadership Circle, University of Texas at Arlington, School of Business
– Bachelor of Accounting, University of Texas Arlington
VaLissa remains a very active alumni and attends many on-campus recruiting events at the University of Texas Arlington.
972.221.2500
Merritt Moore
Assurance Manager
“I will bless the Lord at all times; His praise shall continually be in my mouth.” – Psalm 34:1
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration in Accounting,
Texas A&M University
– Master of Science in Accounting, Texas A&M University
Merritt is actively involved in his church community
972.221.2500
Kris Kelley
Senior Tax Manager
“The greatest enemy of knowledge is not ignorance, it is the illusion of knowledge.” – Stephen Hawking
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Science in Accounting,
University of North Texas
Kris has served on the board of the Big Bend Family Crisis Center.
972.221.2500
Tung Pham
Assurance Manager
“I am not throwing away my shot.” – Hamilton (Musical)
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), Dallas Chapter
972.221.2500
Diana Servage
Senior Tax Manager
“Quality means doing it right when no one is looking.” -Henry Ford
972.221.2500
Angela Meadows
Tax Manager
“The greatest adventure is what lies ahead. Today and tomorrow are yet to be said. The chances, the changes are all yours to make. The mold of your life is in your hands to break.” – J. R. R. Tolkien
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Public Accountants (TXCPA), Dallas Chapter
– Bachelor of Business Administration with a major in Accounting, Texas Woman’s University
– Master’s in Business Administration, Texas Woman’s University
972.221.2500
Assurance Services Manager
“In the middle of every difficulty lies opportunity.” –Albert Einstein
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA), East Texas Chapter
– Bachelor of Science in Business Administration – Accounting, Trinity University
– Master of Science in Accounting, Texas A&M University
972.221.2500
Tax Services Manager
“Strive not to be a success, but rather to be of value.” –Albert Einstein
– Certified Public Accountant
– American Institute of Certified Public Accountants (AICPA)
– Texas Society of Certified Public Accountants (TXCPA)
– Fulbright English Teaching Assistant Award
– Bachelor of Arts with a major in Business Administration, Austin College
– Master of Science in Accounting, Texas A&M Commerce
972.221.2500
Louisa Kennedy-Francis
Certified Public Accountant (CPA)
“Be the change that you wish to see in the world.” –Mahatma Gandhi
Louisa has many years of experience in accounting and tax compliance. She services small to midsize businesses in several industries and high-net-worth individuals. Her services also include tax compliance and planning for individuals, S Corporations and Partnerships.
-Certified Public Accountant (CPA)
-American Institute of Certified Public Accountants (AICPA)
-Bachelor of Science in Accounting – University of Louisiana at Lafayette
-Master of Business Administration – Northern Illinois University
972-221-2500