Broker Check



Joe Averett, CPA, CFP®

Financial Advisor; Tax Planner

(817) 420-6223

(817) 420-9433

Joe Averett is originally from Waxahachie, Texas. Joe graduated from the University of North Texas where he earned a Bachelor's degree in Accounting. He went on to earn a Master’s degree in Taxation from the University of Texas at...

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Sara Averett, CPA

Managing Partner


Sara Averett, CPA, comes with 14 years of corporate-level finance and accounting experience and is proud to join Joe in growing the firm he established in 2014. Sara and Joe happily spend the majority of their time raising their...

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Schuyler Wiegand


Schuyler is a Fort Worth native with a business degree from Baylor. She has many years of experience as a corporate accountant, more specifically in the real estate industry. Schuyler and her husband, Cliff, have two girls. They are...

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John Reynolds

Tax preparer, Bookkeeper, Consultant

John Reynolds graduated from OLLU in San Antonio with a degree in Business Management. Now in semi-retirement, John loves to apply the experience of more than 20 years in corporate management mixed with his 5 years at the IRS to...

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