Valeri is our owner and founder. Following a 16 year partnership at a boutique tax firm in Park Cities, she chose to pursue her personal vision of a dynamic and innovative tax firm. Stemming from Colossians 3:23, her philosophy is to do all things with excellence, and to treat people with grace, compassion, and professionalism. She has grown the firm through acquisitions of other like-minded CPAs who continue to add seasoned wisdom into their retirement. As a Texas native, she began her career with Deloitte & Touche, LLP in Dallas after earning BBA and MS degrees from Texas A&M University. She volunteers in various capacities with Bent Tree Bible Fellowship, is an amateur triathlete, enjoys outdoor activities, playing with her dogs and watching her two children grow and flourish in their journeys to adulthood.

Traci has been working with our founder since 2010, but as cousins, they've known each other their entire lives. She is a CPA and seasoned tax expert in the public accounting environment, and she also has experience as Tax Director of a local oil & gas exploration company. She is an excellent trainer and mentor to our staff, and she is known as the Queen of Efficiency in our office. She began her accounting career at Deloitte & Touche in Dallas, after graduating with a Master's degree from Texas Tech University. She is married to her high school sweetheart, a drummer and Senior Director of Corporate Administration, and they have two beautiful daughters. Traci has a passion for pouring into high school students so that they might experience the love of Christ during those vulnerable and turbulent years. She loves a good mystery, she's easy to talk to and she does an amazing job of helping our clients find solutions.

Cindy joined our firm in 2020 to reinforce our growing tax practice, particularly in the area of trusts and estates. Her technical expertise and extensive experience with family groups and closely held businesses has been a great complement to our team. Throughout her career in Dallas, she has felt the most fulfilled when guiding families through the process of annual reporting and settling the estate of a loved one.  Cindy is a long standing member of the Dallas Estate Planning Counsel, a Texas CPA, and graduate of University of Texas at Dallas. She brings a cheerful energy to those around her, and her laughter is often heard within the office. She likes to travel to new places,  play dominoes with her family and especially enjoy the antics of her two dogs.