Pat is a Co-Founder of Beaird Harris, LLC, a Certified Public Accounting firm, and Co-Founder and Managing Partner of Beaird Harris Wealth Management, LLC. With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely held businesses and high net worth individuals, with a particular emphasis in healthcare.

He was instrumental in building the Firm’s specialty niche in the healthcare community, serving a variety of different specialties in both medicine and dentistry. Pat combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence. Pat has been quoted in several publications including The Boston Globe, The Chicago Tribune, CBS Marketwatch and Morningstar.com, among others.

He received his degree in accounting from Texas A&M University in 1984 and has practiced as a Certified Public Accountant (CPA) for over 35 years. Pat is also licensed as a Personal Financial Specialist (PFS), which is the highest financial planning designation awarded by the American Institute of Certified Public Accountants.

Pat is a Past Chair of The Association of Former Students of Texas A&M University and a life member of The Association’s Leadership Council. Pat currently serves on three other boards, including one of the largest independent wealth management firms in the United States. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Texas Society of CPAs.