Broker Check



Darci Gilbert


Darci recently graduated with a Bachelor of Business Administration in Accounting from the University of North Texas. Her dedication and work ethic earned her a cumulative GPA of 4.0 and a place on the President’s List for...
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Jacob Briggs, CPA

Accounting Services Manager

Jacob graduated with a Bachelor of Science from Texas A&M University. He then went on to earn both his MBA and Master of Professional Accounting at the University of Texas at Arlington. Jacob’s post-university experience spans 13...

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Joe Averett, CPA, CFP®

Financial Advisor; Tax Planner

Originally from Waxahachie, Joe graduated from the University of North Texas in 2001 with a Bachelor of Accounting. He became a CPA in 2004 and earned a Master of Taxation from the University of Texas at Arlington in 2008. He went on...

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John Reynolds

Tax preparer, Bookkeeper, Consultant

John 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 five years at the IRS -- to...
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Kelly Murray

Client Service Coordinator

Kelly Murray graduated with a marketing degree in May 2019 from Georgia Southern University and then moved to Fort Worth soon after. She grew up in Savannah, GA and played competitive soccer for many years. Kelly has recently...

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Nicholas Larson, CPA

Senior Accountant

Nicholas Larson received his B.S. in Accounting from Southern Nazarene University in 2017. Since then he has enjoyed helping individuals and small businesses with their tax and bookkeeping needs. He began working in public accounting...

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Sara Averett, CPA

Managing Partner, Accounting Services

Sara graduated from the University of Texas at Austin with a bachelor’s and master’s degree in 2002. Before joining Averett Financial, LLC, Sara accrued 14 years of corporate-level finance and accounting experience, with 10...
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Shanta Robinson


Shanta Robinson graduated in 2018 from Tuskegee University with a Bachelor of Science. Driven by her love of math, Shanta knew in high school she wanted to build a career in accounting. Since graduating, she has worked in public...

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Stephanie Shaner, CPA

Tax Manager

Stephanie graduated with a Bachelor of Arts in History from the University of Oklahoma. She went on to earn a Master in Public Accounting as well as a Master in Business Administration from the University of Texas at Arlington. Her...

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Todd Brookshier, CPA


Todd graduated from the University of Texas at Arlington, where he qualified for multiple semesters of honor roll. From his first post-collegiate role at a national accounting firm to his position at Averett Financial, LLC, his public...
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