John Lister, CPA, CFP® is the principal owner and financial advisor specializing in the areas of Retirement Planning, Taxes, Business and Employee Benefits Design, Investments, and Insurance. John served 20 years in the United States Army and retired as a Major in 1975. From 1975 to 1986 he taught accounting and tax subjects at Central Texas College. Mr. Lister has been a Certified Public Accountant (CPA) since 1977, and a Certified Financial Planner® (CFP®) since February 2001. John has managed, on a full-time basis, his own CPA firm since 1983 and has been a Registered Representative since 1987. 

Nadine Feild, PhD, CPA has been with our accounting firm since 1993 and became a co-owner of the firm in 2004 Nadine specializes in tax and accounting services for corporations, limited liability companies, partnerships, and non-profit organizations. She is currently teaching tax theory at Tarleton State University. As of January 2004 Nadine is licensed to sell securities.

Harry Ide is an expert income taxation. He prepares and handles most of the tax returns for individuals during tax season. Harry has been with the firm since 1988.

Debbie Kayhoe is our “Data Engineer.” Debbie takes care of billing and payroll preparation services. Debbie has been with us since 1993. She is The Bomb

Keith Prang joined the firm in May 2007 as a Staff Accountant. In addition to doing accounting work for our many clients, Keith also prepares income taxes. He is currently completing his degree in accounting.

Melissa Bright joined the firm as a tax preparer in January 2007. In June 2007 she joined us again as a Staff Accountant. She is currently working on her accounting degree.

Terris Chapman came on board in August 2007 as a staff accountant working on various accounts and income tax preparation. Terris is currently studying to complete her degree in accounting

Michelle Wells joined us in early 2006. She is our receptionist and first point of contact with clients.

Service Representatives handle investment paperwork, answer any operational questions the client my have about their investments and solve problems with mutual fund and other companies we deal with in investments.