- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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At most firms, you are assigned an advisor. At Beaird Harris, you are a client of the entire firm. Your tax work, your accounting, and your investment strategy are handled by people who talk to each other, which means a decision made in one place is understood everywhere else. Your plan never depends on one person’s availability, memory, or tenure.
Our team holds CPA, CFP®, and CFA® designations. The dots beneath each photo show where each person spends their time.
The Full Team
Filter by Practice Area or Role
Practice Area
Tax Services
Outsourced Accounting
Wealth Management
Kray Agboaye
Operations
Asma Ajani
Tax Senior Manager
Paula Allgood
Managing Partner - Tax & Outsourced Accounting
Suzanne Bailey
Outsourced Accounting Senior Manager
Ginnie Baker
Partner
Pat Beaird
Co-Founder, Managing Partner - Wealth Management
Rachel Beaird
Senior Marketing & Communications Coordinator
Holly Behanna
Operations Administrative Assistant
Nathan Biggs
Partner
Drew Bryan
Tax Manager
Jon Bryant
Partner
Dana Carlat
Tax Senior
Kristy Carlton
Partner
Rebekkah Casteel
Tax Manager
Tai Chu
Partner
Genny Cordell
Partner
Angie Culp
Executive Assistant
Raeleigh Davidson
Tax Associate
Clint Dunn
Partner - Chief Compliance Officer
Allison Dwiggins
Tax Associate
Matt Edrington
Partner
Sheri Garcia
Client Services Coordinator
Chris Gillet
Tax Manager
Rachel Gillet
Client Services Coordinator
Rachel Gribbin
Operations
Delaney Guenther
Tax Senior
Brittany Guillory
Tax Senior
Brandi Hagli
Accounting Services Specialist II
Donald B. Harris
CoFounder Emeritus
Thomas Harshman
Tax Manager
Stuart Herzog
Operations
Denise Johnston
Partner
Kristen Jones
Partner
Daeseon Kim
Tax Senior
Yuri Kim
Tax Senior
Jacob King
Partner
Alyona Knyazeva
Outsourced Accounting Specialist I
Kaitlyn Langan
Tax Senior Manager
Diane Latimer
Outsourced Accounting Specialist II
Joye Lawson
Client Services
Mary Lo
Client Services
Steven M. Lugar
Managing Director - Wealth Management
Kelli Luster
Client Services
Liam Maguire
Tax Senior
Stacey Majurin
Project Manager
Carla Medrano
Partner
Melissa Melton
Client Services
Sana Memon
Tax Senior
Ameerah Morsy
Partner
Polly Nowell
Client Services
Katelyn Oakes
Tax Manager
Talle Olsen
Tax Associate
Shirl Page
Client Services Coordinator Lead
Chase Perry
Partner
Courtney Pike
Tax Senior
Brenna Reichling
Tax Senior
Amara Saffold
Tax Manager
Connor Schmelter
Tax Associate
Karissa Schmelter
Tax Senior
Josh Shirey
Tax Manager
Jennifer Sierra
Outsourced Accounting Specialist II
Jim Simmons
Operations Team Manager
Ron Skalberg
Partner
Matt Skinner
Partner
Kelly Snider
Operations
Char Sorto
Outsourced Accounting Manager
Todd Stracener
Director of Operations
Tra Sullivan
Partner - Chief Investment Officer
Anna Thompson
HR Generalist
Charlotte Tran
Tax Associate
Monse Turbeville
Tax Senior
Emily Ware
Tax Senior Manager
Justin Watson
Partner
Sarah West
Client Services Coordinator
Deanne Wilson
Partner
Jack Wilson
Tax Systems Administrator
Lisa Wright-Burnham
Outsourced Accounting Senior Manager
Jimmy Zimmerman
Partner
Professional designations reflect credentials held by individual team members. Tax services are provided by Beaird Harris, PLLC. Wealth management services are provided by Beaird Harris Wealth Management, LLC.
Careers
Have You Outgrown Your Existing Firm?
A firm where your clients know your name, your partners know your ambitions, and your work connects all the dots. We hire across tax, accounting, wealth management, and the operations roles that hold the firm together.
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