Our Qualifications

 John Lister, CPA, CFP^® has been a Certified Public Accountant since 1977 and has served the local metroplex in this capacity since then. In January 1987 John added financial services to his business and provides investment advice* and assistance to clients. John obtained the prestigious credential of "Certified Financial Planner^TM in January 2001. Both certifications require extensive education to qualify and annual continuing education to keep the certificates current. John graduated from the University of Colorado with a bachelor's degree in business in 1971 while still on active duty in the U.S. Army. Following his assignment to Fort Hood, Texas, John completed studies with the Florida Institute of Technology and obtained a Master of Science degree in systems management. He retired from the U.S. Army as a Major in January 1975 and taught accounting and income tax subjects at Central Texas College in Killeen, Texas until December 1986. He left the teaching position in January 1987 to devote his full time to providing  financial services, accounting and tax preparation.

Nadine Feild, PhD, CPA. Nadine, a co-owner of the firm, not only serves our accounting and tax clients but has been a professor of accounting at the University of Mary Hardin Baylor and as adjunct professor with Tarleton State University in Killeen. She has been with the firm since December 1993. Nadine received her Doctorate degree in February 2003. Her exemplary educational achievements and thorough knowledge of accounting and tax matters make her an invaluable part of this team.   In December 2003, Nadine sucessfully completed regulatory exams to be licensed to sell securities (mutual funds, stocks, bonds)* and insurance products.

 Lanette Cook    Lanette has been with the firm since May  1986.  As the senior experienced person, we call on her to handle accounting for most of our complex clients.   In additon, Lanette has developed into an exceptional tax preparer.

Debbie Burriel   Debbie is our payroll processing, billing and collection person. When needed, she handles the front desk for us and is the initial point of contact for persons calling or visiting the firm. Debbie has been with the firm since July 1993.   Effective May 1, 2006 Debbie assumed a full-time role handling our billing and payroll preparation for the many payroll clients we serve.

 Al Donker, CPA   Al started with us in November 2008.  He has just completed his degree and recently received his CPA certificate.  He currently handles many of our more complex accounts and maintains excellent interaction with tax and accounting clients.  

Jennifer Kropinski    Jennifer is a new addition to the firm.  She recently graduated with an accounting degree and started working for us in January 2011.  She is currently studying for the CPA examination when she is not otherwise occupied with client accounts and tax returns.

Marie Brown   Marie joined the firm in July 2011.  She has an Associate's degree in accounting from Colorado Technical University and is currently studying to complete her bachelor degree in Nov 2012.  Marie also handles several accounting client accounts.

 Rebecca (Becky) Tobias   Becky was recently moved to become our receptionist and data entry person.  She is the first point of contact in our office and works to keep things flowing smoothly.

Valerie O'Donnell -  Valerie joined us on July 5, 2011 to handle the Administrative Assistant position working with investment clients.  She provides valued service in client support and business processing.

*These services are offered by John Lister and Nadine Feild through their affiliation with 1st Global Capital Corp., Member FINRA & SIPC.  Investment advisory services offered through 1st Global Advisors, Inc. and insurance services offered through 1st Global Insurance Services, Inc.