Managing Principal: Ray has over 35 years practicing as a CPA in both public accounting and private industry. His range of experience includes the roles of Manager of Taxation for an Oil and Gas investment company, Director of Finance for a large North American service company and over 20 years in the practice of public accounting. He has served clients in a variety of different industries.
“My goal is to help my clients’ businesses be as successful as possible. I view each client relationship as a partnership and truly believe that my success is the result of my clients’ success”.
Ray and his wife Sherri love traveling and learning about different lands and cultures.
Manager of Client Accounting Services: Alexis has over 11 years of experience in banking, corporate accounting and public accounting. Her role is to manage the firm’s client accounting relationships and to ensure that the client’s accounting is accurate and efficient and that the reports are timely and meaningful. As an additional benefit to our clients, Alexis is fluent in Spanish.
“I enjoy the service nature of Public Accounting because I can help others in an area that can seem complex to understand.”
When Alexis isn’t working or studying, she enjoys practicing Yoga, watching the Dallas Stars, and finding cool concerts to see around Dallas.
Manager of Payroll and Employee Benefit Services: Sherri has over 25 years’ experience in the legal and accounting professions. She leads the firm’s payroll processing services and has broad experience in managing employee benefits and Human Resource Administration.
“Dealing with HR, employee benefits and payroll compliance issues can be challenging, but I find helping our clients in these areas to be engaging and gratifying.”
Sherri is an avid reader of mystery and crime novels and would have enjoyed being a detective or an assistant to Sherlock Holmes in another life.