HELLO, FROM OUR WHOLE TEAM!
At Beaird Harris you don’t just work with one advisor – you get our whole team!  After all, it takes a great deal of experience to deliver the service you deserve. But it’s also about our service philosophy: our entire culture is built around teams. We believe letting people do the work they love and were trained to do helps us raise the bar – to provide the level of knowledge, specialization, expertise, service and responsiveness you deserve.

Paula Allgood
Shareholder
CPA
Arsalan Ashraf, Beaird Harris, Tax
Arsalan Ashraf
Tax Services
CPA
Ginnie Baker
Financial Planner
CFP®
Raunaq Bana
Tax Services
CPA
Delisa Bascue
Human Resources Manager
CAP, PACE
Pat Beaird, Tax, Beaird Harris, Wealth Management
Pat Beaird
Managing Shareholder
CPA, PFS
Patrick Berry, Beaird Harris, Financial Planner
Patrick Berry
Financial Planner
CFP®
Nathan Biggs, CPA, Tax Manager, Beaird Harris
Nathan Biggs
Tax Manager
CPA
Jon Bryant, CPA, Tax, Accounting Services, Shareholder, Beaird Harris
Jon Bryant
Shareholder
CPA, CITP
Shonda Cady, Beaird Harris, Client Service Coordinator
Shonda Cady
Client Services
Kristy Carlton, CPA, Tax, Accounting Services, Beaird Harris
Kristy Carlton
Shareholder
CPA
Genny Cordell
Genny Cordell
Shareholder
CPA
Angie Culp
Angie Culp
Client Services
CAP, PACE
Clint Dunn, Beaird Harris, New Doctor Program, Physicians, Wealth Manager
Clint Dunn
Wealth Manager
CFP®
Matt Edrington
Tax Services
Krystal Farrar, Tax Processor, Beaird Harris
Krystal Farrar
Client Services
PACE
Char Fortune
Tax Services
Taylor Gallegos
Accounting Services
Brandi Hagli
Brandi Hagli
Accounting Services
Donald B. Harris, Don Harris, CPA, Tax, Wealth Management, ZAG, Beaird Harris
Donald B. Harris
Shareholder
CPA
Stuart Herzog
Operations
John Hetzel
Shareholder
AIFA®, CFA, CFP®
Denise Johnston, Tax, Shareholder
Denise Johnston
Shareholder
CPA, Esq.
Nick Jones
Tax Services
Kristen Jones, CPA, Shareholder, Tax, Beaird Harris
Kristen Jones
Shareholder
CPA
Jacob King, Shareholder, Beaird Harris, Wealth Management
Jacob King
Shareholder
CFP®
Kylie Lanning
Operations
RP®
Joye Lawson
Client Services
PACE
Kevin Lindley, Tax, Beaird Harris
Kevin Lindley
Tax Services
CPA
Steve Lugar, Managing Director, Shareholder, Beaird Harris, Wealth Management
Steven M. Lugar
Shareholder
CFP®
Carla Medrano, Shareholder, Beaird Harris, Tax
Carla Medrano
Shareholder
CPA
Melissa Melton
Client Services
PACE
Diane Merrill
Client Services
Ameerah Morsy, CPA, Beaird Harris, Tax
Ameerah Morsy
Tax Manager
CPA
Caleb Mullins, Tax, Beaird Harris
Caleb Mullins
Tax Manager
CPA
Shirl Page
Client Services
PACE
Cash Puckett
Tax Services
Suzie Reale, Tax Services, Beaird Harris
Suzie Reale
Tax Services
Jim Simmons
Operations
Anisha Sims
Client Services
Ron Skalberg, CPA, Beaird Harris, Tax
Ron Skalberg
Shareholder
CPA
Abbie Skelton
Tax Services
CPA
Valerie Smyth
Tax Services
Drew Stanley
Tax Services
Tra Sullivan, Beaird Harris, Retirement Plans, Wealth Management
Tra Sullivan
Wealth Manager
CFP®
Sam Teichelman, Beaird Harris, Tax
Sam Teichelman
Tax Services
CPA
Stephen Verhovshek
Tax Services
Emily Ware
Tax Services
Justin Watson, Shareholder, Beaird Harris, Tax, Accounting, Wealth Management
Justin Watson
Shareholder
CFP®, CPA, PFS
Courtney Whiddon
Accounting Services
Deanne Wilson, Shareholder, Tax, Beaird Harris
Deanne Wilson
Shareholder
CPA
Dustin Wong
Tax Services
Lisa Wright-Burnham
Accounting Services
Jimmy Zimmerman, Beaird Harris, Fidelity, Wealth Management
Jimmy Zimmerman
Shareholder
AEP, CFP®