John Lister, CPA, CFP®
John 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 PLANNERTM 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 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.
After a 1 year layoff (voluntary), Harry is back with us effective in October 2012. He will not be interviewing clients but will work on income tax returns. He will review most of the returns prepared in the office because of his extensive knowledge of taxes and our practices. Harry has worked for the firm for 24 years starting in October 1987.
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.
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.
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.
Janice started with us in 2012. She has worked for other CPA firms previously and has worked as a bookkeeper for a carpet sales store in Killeen.
Kim was hired in January 2013 to be our front desk receptionist. In addition to the receptionist duties, she also does data entry for our accountants and keeps up with what is going on in the office.