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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Barkley Kirk is a licensed CPA, and a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants. He graduated Magna Cum Laude from Cameron University in 2012 with a...

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Debbie has been with the firm since January 2009 and has 20 years of experience as an accountant. She and her husband and have 3 children, Melissa, Jonathan and Tiffany. She lives in Cache, Oklahoma and is the secretary and assistant...

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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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Sweta Baxter

Accountant/Outsource Services

580.357.0220

Sweta was our tax season intern in 2017. In May of the same year she joined the firm as an accountant. She is a graduate of Cameron University and holds a Bachelor Degree in Accounting and an Associate Degree in Business. Sweeta is...

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Brittney Louia

Accountant/Outsource Services

580.357.0220

Brittney joined the firm as an accountant in May of 2020, shortly after her graduation from Cameron University. Upon graduation from Cameron, Brittney earned a Bachelor Degree in Accounting and an Associate Degree in Business. She...

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Harley joined the firm in July 2020. He graduated from Cameron University with a bachelor’s degree in accounting in 2017 and with a master’s in business administration in 2019. He is a member of the American Institute of...

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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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