COVID-19 Update: Beaird Harris has shifted a significant number of our team members to work remotely.
We continue to serve and care for our clients, just as we always have, and are available by phone, video or email.

Beaird Harris will be closed on Friday, July 3rd in observance of the Independence Day holiday.

Pat Beaird

Managing Partner
CPA, PFS

Pat Beaird, CPA, PFS

Managing Partner

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 serves as Chair of the Board for The Association of Former Students of Texas A&M University. Prior to being elected to the Board of Directors, he served as a Representative at Large. Pat currently serves on four 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.

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Education

B.B.A., Texas A&M University

Certifications / Licenses

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)

Involvement

Texas Society of CPAs
American Institute of CPAs
Financial Planning Association
Zero Alpha Group

Recognition

N/A

Years at Beaird Harris

32 Years

Prior Experience

N/A

Born & Raised

Birmingham, AL
Rockwall, TX

Family

Pat and wife, Colleen, enjoy spending time with their three grown daughters.

Favorite

N/A

Fun Fact

Enjoys hunting and the outdoors.

Favorite Quote

“Don’t count the days, make the days count.”
– Muhammed Ali

Biography

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 serves as Chair of the Board for The Association of Former Students of Texas A&M University. Prior to being elected to the Board of Directors, he served as a Representative at Large. Pat currently serves on four 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.