Meet Our Team

Meet Our Owners:





Ronn is a member of the American Institute of Certified Public Accountants.  He earned his Bachelor of Science in Finance in 1986 and a Masters degree in Finance from the University of Houston- Clear Lake in 1991.  He is s Certified Public Acccountant licensed to practice in the State of Texas. 

Ronn has extensive experience in tax planning for individuals and small businesses.  As a financial advisor, he enjoys solving tax issues and coming up with innovative solutions to tax related problems.

Ronn spends the majority of his spare time with his three grandchildren.  He also enjoys golfing, running and the occasional tennis match. 





Brad earned a Bachelor of Business Administration with a major in Finance from Texas A&M in 1990.  He currently maintains his Series 7, 24, and 63 registrations.  In 2014 Brad earned his CLU or Chartered Life Underwriter designation from the American College of Financial Services, the premier designation for insurance professionals. 

Brad has over 18 years of experience in Comprehensive Financial Planning with a focus on developing retirement strategies.  This includes investment risk & reward analysis, retirement asset management as well as Insurance & long-term care insurance needs analysis. 

Meet Our Staff:

Terri Brechter, MAcc, CPA - Director

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Terri is a member of the America Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. She earned her Bachelor of Science from the University of Houston in Hotel and Restaurant Management in 2004. She received her Master of Science in Accounting from Prairie View A & M University in 2018 graduating with a 4.0 GPA. Terri has over 20 years of accounting experience in varying industries and became a licensed CPA in 2020.

Terri has extensive knowledge in small business operations from experience with business ownership including accounting, organization structures, and tax benefits along with payroll and unemployment. As an accountant, she loves to help her clients by finding ways to reduce their tax liability.

Terri spends most of her spare time with her husband and children. She also volunteers in her local community. She enjoys traveling, cooking (but not the cleanup), and playing tennis.

Angie Boone, Accountant

Cinda Brown, Office Administrator

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Yazmin Corondao, Admin Assistant

Laura Fossen, CPA - Financial Services Coordinator

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Cheryl Foster, AFSP, Tax Preparer

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Scottie Hardy, Tax Preparer

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Jackie Hoyt, Bookkeeper

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Somita Pant, Tax Preparer

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Ashley Petalcu, Bookkeeper/Tax Preparer

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Debra Petalcu, Bookkeeping Manager

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Danyale Reid, Receptionist

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Sharon Sanchez, Admin

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Lucy Stewart, MPA, Accountant

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Shannon Versnel, Tax Supervisor

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