Our Qualifications

Charles Ray Dixon, President

Certified Public Accountant, Personal Financial Specialist, Graduate Estate Planning Consultant

Lamar University, BBA

 

Bob Baumgarten, CPA

Certified Public Accountant

University of Houston, BBA

 

Valerie Martin

Tax Preparer

Lamsons Business College, Associates Degree

 

Athena Squyres, Registered Assistant*

University of Houston, BA

 

Lucy Vong

Tax Preparer

University of Houston, BBA

 

Michael Webb, Registered Assistant*

 

Lisa Dixon

University of North Texas, BA



Jerri Sartor, Receptionist, Notary Public

 

Leah Squyres, Notary Public

 

 *Registered Assistants are registered with SagePoint Financial, Inc.*