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®" 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, CPA, PhD. Nadine not only serves our accounting and tax clients but has been a professor of accounting at the University of Mary Hardin Baylor an 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 completed taking the various tests that allowed her to be licensed to sell securities (mutual funds, stocks, bonds)* and insurance products.

Harry Ide is our "go to" tax consultant. Harry is a person who loves taxes and is an expert in this field. He has been with the firm since 1988.  Harry is a retired Army Warrant Officer (CW4).

 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 Kayhoe   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.

 Claudia Raiti  started with the firm in June 2008.  She handles client accounts and also is a great tax preparer.

 Al Donker   Al started with us in November 2008.  He has just completed his degree and will be studying for the CPA examination when he is not otherwise occupied with client accounts and tax returns.

 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 tries to keep things flowing smoothly.

Brenda Machacek:   Brenda started with us on Sep 1, 2009 to handle investment client matters.  She has learned well and she can be contacted to help resolve client issues.  She also does all the paperwork for investments that we generate.

*These services are offered by John Lister and Nadine Feild through their affiliation with H.D. Vest Investment Services SM.