Meet Your Team At LJB CPA

Brian Wing sees business as an enabler to make a difference in people’s lives. Working in alignment with his guiding principles, he is a conscious capitalist focused on delivering value for all stakeholders through purpose driven organizations. 

A deep-seated goal orientation enables Brian to establish operating rhythm and accountability while fostering a highly engaged workforce to build competitive advantages. His talent for leading organizations is rooted in building an analytics driven decision making process to help uncover optimal solutions for complex business problems. Brian has a thoughtful and balanced M&A approach blending strategic initiatives with value creation. An authentic and decisive leader, he is known for his passion in creating purpose driven cultures that overcome odds and win. With genuine curiosity and an “always on” ear for gathering information, he facilitates authentic communication. 

Brian is the owner of Lawrence J. Beardsley CPA, PLLC (“LJB CPA”) based in Dallas, TX helping organizations achieve their goals through values of quality, reliability and service while delivering on a purpose of “enhancing lives.” Through private equity and LJB CPA, Brian works with mid-sized companies and their founders to fulfill their purpose while serving their strategic, accounting, tax, and capital needs.

Over the past 15 years, Brian has served as President, Partner, Chief Operating Officer, and Chief Financial Officer in numerous organizations. While serving in his various C-Level roles at multi-billion-dollar companies, Brian delivered technology innovation and a disciplined change management protocol creating enterprise value that significantly improved EBITDA without disrupting business operations. In addition, he worked to augment organic growth by leading many completed acquisitions. In another role, he led a financial transformation of an under-performing service center to support dynamic growth and superior service delivery to Fortune 500 clientele. He built and maintained a strong financial, accounting, treasury, and control organization with accountability for accurate, timely, high-quality performance and helping to deliver significant year-on- year EBITDA growth while stabilizing lender relationships by improving reporting, transparency and forecasting strength. 

Brian began his career in finance in Tax with Arthur Anderson and Ernst & Young, serving in international tax roles and rising to Tax Partner. Prior to his roles in Big 4 Accounting, Brian served as an advisor in the investment management industry for 12 years, holding a Series 7, 63 and 24 licenses. Brian holds a Master of Business Taxation degree and an MBA in International Business from the University of Southern California (USC). He also received a BS in Mathematics/Applied Sciences with a concentration in Economics from the University of California at Los Angeles (UCLA).

Caitlin LeMaire believes business should serve everyone it touches: the team she works alongside, the business owners the firm guides, and the community around them. That belief is why she got into accounting, and it’s how she leads.

As an owner and partner at LJB CPA, Caitlin serves as chief operating officer, running the firm day to day and executing its strategic direction across people, process, and technology. Her responsibilities span firm management, staff development, marketing, and communications, and her current focus is organizational design: building the HR, technology, and internal finance infrastructure a growing firm needs so the people in it can do their best work. She also serves as engagement quality reviewer on the firm’s audits.

Caitlin began her career as an auditor at Ernst & Young before moving to public accounting at a local firm, where she could serve small and midsize businesses more directly. She made partner at 30, and when she joined LJB in 2022 she built the firm’s audit and assurance practice from the ground up before handing its day-to-day leadership to a dedicated principal in 2024. Her experience spans a broad range of sectors, including airlines, casinos, technology, media, service, retail, entertainment, nonprofits, and construction.

Caitlin is especially drawn to owner-operated businesses and wants every small business owner to feel comfortable reaching out to their CPA. She stands by the belief that no question is too insignificant, and no one is too small to ask it.

Building things is where Caitlin is at her best, and her values show up in how she does it: creativity, beauty, authenticity, empathy, and passion. Her purpose is to share and experience joy, and she has found that a firm that runs well for the people in it is a good place to do exactly that.

A two-time Louisiana Tech University graduate with a bachelor’s and master’s degree in accounting, Caitlin was named the university’s 2026 Young Alumna of the Year. She has mentored accounting students preparing for the CPA exam and their careers and is committed to drawing more students into the profession.

Caitlin is a licensed CPA in Texas and Nevada and maintains active memberships with the AICPA and the Texas Society of CPAs.

Outside of work, Caitlin enjoys boating, camping and RV trips through state and national parks, Louisiana Tech tailgates, local wineries and breweries, zoos, cooking, and crafting. She grew up near Natchitoches, Louisiana, and lives in Little Elm with her husband Paul and their two miniature dachshunds.

Jeff Redd is committed to helping demystify the Internal Revenue Code and providing clear, actionable tax guidance to his clients. With over 30 years of experience in the field, Jeff directs the tax practice, overseeing a broad range of services including income tax compliance, planning, audits, and collections issues.

Jeff began his career at a small local CPA firm, where he honed his expertise in tax-related matters. Over the years, he has built on that foundation, developing a deep understanding of both individual and business taxation. His extensive experience allows him to navigate the complexities of the tax code, offering strategic solutions to clients and ensuring compliance with the ever-changing regulations.

In his current role, Jeff is dedicated to simplifying the tax process for clients, providing personalized service that helps them achieve their financial goals while minimizing their tax liabilities. His hands-on approach and commitment to staying ahead of the latest tax developments make him a trusted advisor to individuals and businesses alike.

Naureen Rajput is our CAS Partner focusing on providing our clients with turn-key accounting services. With a decade of dedicated experience in accounting, she has consistently delivered outstanding results, maintaining a strong track record of quality, reliability, and client satisfaction. Passionate about delivering exceptional customer service, Naureen’s dedication to excellence has been routinely referenced in our client testimonials.

Naureen holds a bachelor’s degree in accounting and an MBA. These qualifications have provided her with a robust foundation and in-depth knowledge in management. This academic background has not only equipped her with essential theoretical knowledge but also instilled a commitment to continuous learning and professional growth.

Ahmed Hafiz is a Tax Partner at LJB, bringing more than a decade of experience advising individuals, families, and businesses on complex tax matters. Prior to joining LJB, Ahmed spent several years at HM&M, where he worked extensively with clients in the real estate, oil and gas, investment, private equity, estates and trusts, SALT, and high-net-worth sectors.

Ahmed is known for his thoughtful, steady approach and his ability to help clients navigate both compliance and long-term tax strategy with clarity and confidence. He values building strong, trusted relationships and partnering closely with clients as their needs evolve.

He earned both his M.B.A. and M.S. in Accounting from The University of Dallas and is a Certified Public Accountant in the State of Texas. Ahmed is an active member of the American Institute of Certified Public Accountants, the Fort Worth Society of Certified Public Accountants, and several professional and alumni associations.

Outside of work, Ahmed enjoys staying active through swimming and boxing and spending time on the soccer field.

Lindsay Coffey brings nearly two decades of experience helping business owners transform their financial operations into a genuine competitive advantage. Her work is rooted in a simple but powerful belief: that when business owners truly understand their financials, they make better decisions, build stronger companies, and achieve goals they once thought out of reach.

Lindsay began her career as an external auditor, where she quickly noticed a pattern that would shape the rest of her career. Time and again, she encountered talented entrepreneurs whose businesses were growing — but who lacked the financial literacy to fully interpret their own financial statements or use them to drive meaningful decisions. She saw owners making critical choices about hiring, investment, and expansion without the clarity their numbers could have provided. That observation led her to make an intentional move into outsourced accounting and advisory — to be the person who not only produces accurate financials, but makes them legible and actionable for the business owners who depend on them.

Over her career, Lindsay has advised hundreds of clients across industries including technology, hospitality, retail, professional services, real estate, manufacturing and family offices. Her client deliverables go well beyond month-end closes and reconciliations. She focuses on building the financial infrastructure — reporting frameworks, processes and technology integrations — that gives business owners real visibility into their performance and the confidence to act on what they see.

Lindsay is a natural collaborator and builder — of teams, of processes, and of client relationships. Prior to joining LJB, she spent 16 years at Baker Tilly, where she led the new client onboarding and transitions team within CAS, advising on financial operations, system optimization and reporting modernization.

Lindsay holds a Bachelor of Science in Accounting from the University of North Texas and is a licensed CPA in Texas.

Erin Moshier is a Tax Partner with more than 20 years of experience leading federal tax strategy, compliance, and provision functions for organizations across the financial services industry. Throughout her career, she has built a reputation as a trusted advisor who translates complex tax rules into clear, practical guidance that helps clients make confident decisions. 

Prior to joining LJB, Erin spent the majority of her career at RSM and PwC, where she served an exceptionally diverse client base ranging from sole proprietors to multi-national corporations and investment firms. That breadth of experience has given her a well-rounded command of partnership taxation, corporate tax structures, tax provisions, and tax controversy support, along with the versatility to tailor her approach to businesses of every size and stage of life. She is excited to return to working closely with business owners and their teams, helping them navigate today’s ever-changing tax landscape and build a foundation for long-term growth. 

Erin holds a Master of Science in Accounting and a Bachelor of Business Administration in Accounting, both from Texas A&M University. She is a Texas Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA). 

Outside of the office, Erin is an active member of her community, singing with the Lewisville Civic Chorale and volunteering with various organizations within Lewisville ISD. She and her husband are kept busy by their daughter and two sons, and the family loves traveling together and spending time outdoors.

Tommy is a tax advisor to family office principals and the executives who run their offices. His practice centers on the tax strategy behind preserving and transferring significant wealth across generations.

Tommy regularly advises families in the process of standing up a family office, as well as those looking to modernize existing family office operations. His technical expertise spans complex trusts, estate and gift tax planning, charitable planning and private foundations, family office structuring, and Qualified Small Business Stock (QSBS) planning. He oversees his client’s federal income tax, state income tax, and gift & estate tax compliance. He also has experience in working through federal and state income, estate, and sales and use tax exams and inquiries.

He serves clients across a range of industries and backgrounds, including founders, successful executives, hedge fund and private equity principals, individuals with inherited wealth, and those in ranching and real estate.

Jennifer brings over 30 years of experience in providing assurance and consulting services to entities ranging from small locally owned companies to multi-state and international consolidated groups, in both public and private sectors. She has experience servicing clients in a variety of industries with substantial focuses on corporate assurance services in the health-care, broker-dealer, manufacturing, professional services and employee benefit plan industries. 

Throughout her career, Jennifer has provided and managed assurance services at several mid-sized regional public accounting firms and a large national public accounting firm. This diverse background gives her a deep understanding of the evolving needs of growing companies, enabling her to tailor services to businesses of all sizes and stages of development. Throughout her career at Baker Tilly, she also collaborated with leadership groups on special projects, integrating quality, efficiency, and specialized sector knowledge into the audit practice. She now brings these skills to LJB, enhancing our commitment to excellence and quality, reliable service.

Jennifer holds a Bachelor of Science in Accounting from the University of North Texas. As an active alumna, she mentors accounting students, offering invaluable guidance for the CPA exam and career development.

Jennifer is a licensed CPA in Texas and maintains active memberships with the AICPA and the Texas Society of CPAs.

 Audit Principal

Frank’s professional career began in 1980 with the accounting firm Holmes, Jones & Pendergast, CPA’s in Lubbock, Texas where he provided audit services for governmental and small business clients. Frank continued with his chosen field, later working for a large national accounting firm in Houston, TX and several mid-sized accounting firms in the Dallas area. During this time, he expanded his area of expertise to include audits of non-profits organizations and construction contractors.

Civic minded, Frank has served on a number of boards of non-profit organizations. He is also a former member of the Baylor University Accounting Advisory Board, an active alumnus group providing leadership and mentoring of accounting students. Frank and his wife Gabriela have two sons, two daughters, and one grandson. Beyond his professional life, Frank enjoys traveling with family and golfing.

Kyle McKay is a seasoned accounting and finance professional with over a decade of leadership experience across professional services, retail, family offices and multi-site operations. Kyle brings a deep operational focus to financial stewardship, guiding organizations through strategic growth, optimizing financial and operations, and leading accounting & finance departments.​

With his experience as Director of Finance and Corporate Controller for enterprises exceeding $100M, Kyle has led initiatives in process automation, financial transformation, and strategic growth. His leadership has resulted in multimillion-dollar funding, streamlined operations, and optimized accounting functions across entire organizations. He brings a strong commitment to serving clients—both large and small—through his dedication to quality, reliability, and exceptional service.

In addition to his leadership in finance, Kyle plays clarinet with the Mesquite Symphony Orchestra—bringing harmony to both spreadsheets and symphonies.

Dilshad Ali launched her professional career in public accounting in 2014 and has since specialized in corporate, partnership, and individual taxation, along with tax planning. Her extensive experience spans various sectors, providing tax services to a diverse range of clients, including those in real estate, small business, and construction industries. Dilshad’s mission is to enhance lives by fostering the growth and success of businesses, while inspiring both clients and employees to make a meaningful, positive impact on society.

At LJB, Dilshad plays a pivotal role in overseeing, directing, and reviewing tax planning and compliance processes, ensuring the profitability of engagements.                                                                                                                                                       Dilshad is a Licensed Certified Public Accountant (CPA) in Texas and is an active member of the American Institute of Certified Public Accountants.

Beyond her professional work, Dilshad is dedicated to serving the community- working as an Early Childhood Development Teacher. In her personal time, she enjoys traveling and cherishing moments with her friends and family.

Prior to joining LJB, Leticia spent more than a decade in family office and outsourced accounting, where she managed complex client relationships and led accounting teams serving clients with diverse financial structures and reporting needs. Her experience has given her a strong understanding of how businesses, investments, trusts, and personal entities intersect within a family’s broader financial picture.

Leticia is passionate about bringing clarity and organization to complex financial matters. She values building trusted client relationships and working alongside tax, investment, legal, and other advisors to provide clients with coordinated and meaningful financial information.

Outside of work, Leticia enjoys traveling, playing golf, spending time with her family, and planning their next trip, preferably somewhere with a beach.

Fernando is an early member of our Family Office Tax team, providing clients with customized tax planning and attentive service. He specializes in coordinating complex tax reporting issues and delivering comprehensive tax planning solutions in the family office space.

Prior to joining LJB, Fernando worked in Andersen’s private wealth group, where he advised entrepreneurs, operators, venture capitalists, and next-gen wealth across a variety of industries, including energy and mineral interests, software development, aviation, agriculture, and real estate.

Fernando holds a Bachelors of Accountancy from the University of Notre Dame, and a Masters of Legal Studies in Taxation from the University of San Francisco. In his free time, he enjoys watching college football, fishing, and spending time with family and friends.

Tim brings about a decade of accounting leadership experience to LJB’s Family Office team. He specializes in producing financial statements and supplemental schedules that are genuinely useful for client decision-making.

Before joining LJB, Tim was a Manager in Andersen’s private wealth group, where he served professional athletes, sports teams, vineyards, and real estate clients on complex accounting engagements.

Tim holds a Bachelors of Business Administration in Accounting from the University of North Texas, and Masters of Science in Accounting from Western Governor’s University. In his free time Tim enjoys reading, watching the Green Bay Packers and Milwaukee Brewers, and going to concerts.

John Kennedy Nowell provides accounting services to individuals, families, and businesses, assisting with financial reporting, account reconciliations, and day-to-day accounting operations. He is committed to delivering accurate and reliable financial information while building strong client relationships and helping clients make informed financial decisions.

John graduated from the University of Mississippi with his Bachelor’s degree in Accounting in 2025 and his Master’s degree in Accountancy in 2026. He gained experience in public accounting through internships and is currently pursuing his CPA license.

Originally from Jackson, Mississippi, John now resides in Dallas, Texas. Outside of work, he enjoys playing golf, hunting, exercising, and spending time with friends and family.

Matt Church is a tax professional with 13 years of specialized experience in Public Accounting, focusing on small businesses, pass-through entities, and high net-worth individuals. An Enrolled Agent since 2012, Matt holds a prominent role in guiding our clients through intricate tax scenarios while serving as a translator between complex IRS regulations and straightforward solutions. His commitment to LJB CPA’s core values of quality, reliability, and service is reflected in his meticulous approach to tax strategy and analysis. Matt brings a wealth of knowledge from a variety of industries with a particular fondness for real estate, construction, and professional services.

Born and raised in Ann Arbor, Michigan, Matt is an alumnus of Ferris State University with a bachelor’s degree in business management. He currently resides in Denver, Colorado with his fiancé and their three cats.

Elena Alvarado joined LJB CPA in 2008 as a Staff Accountant and is leading LJB CPA’s cost reporting practice. She also helps clients with starting up new companies providing services such as accounting, payroll, personal and business income tax preparation, sales tax reports, Medicare and Medicaid cost reports submission for various states, rate enhancement calculation and consulting services. Elena works primarily with clients in the health industry, but also serves clients in construction and other types of business.

Elena has more than 25 years of experience working as an Accountant and previously worked as a Controller overseeing 10 accounting employees. Elena loves to have good communication with her clients to help them with their business however she can. She graduated from Universidad Autonoma de Tamaulipas (UAT) where she received a business administration degree and took several accounting courses.

Elena is a Certified Cost Report Specialist and holds certifications from the state of Texas to prepare Medicaid cost reports for nursing homes, 24-hour Residential Care, Adult Foster Care, Community Living Assistance, Day Activity & Health Services, Deaf Blind Multiple Disabilities, Home & Community-based Services, Intermediate Care Facilities for Individuals with an Intellectual Disability, Primary Home Care, Mental Health Early Childhood Intervention, Individuals with Development Disabilities Programs, and many others. She also prepares other state’s Medicaid cost reports.

Outside of her professional life, Elena enjoys spending time with family and friends; she loves to travel and experience different places, food, and culture. She also loves to go camping and enjoy nature whenever possible.

Jill brings a wealth of experience and a problem-solving mindset to her role as Manager of Accounting Services at LJB. With a strong background in construction accounting and years of hands-on work with CPA firms, Jill specializes in client accounting services—from month-end closes and cleanups to special projects that need a sharp eye. At LJB, Jill partners closely with clients to streamline processes, clean up financials, and deliver accurate, timely results that help businesses thrive.

Her accounting career spans more than two decades, including leadership and management roles, most recently as a Controller in the construction industry. Known for her integrity, humor, and ability to make even the messiest books make sense, Jill is a trusted advisor for clients and a go-to team member for getting things done right.

When she’s not at work, Jill likes to spend time with her family in Flower Mound. Traveling is a regular highlight for Jill, particularly cruising. Exploring islands in the Caribbean is a favorite thing she shares with her husband and son. She also dabbles in graphic design and has multiple Etsy shops.

Devin Laughlin is our CAS Manager with more than 10 years of experience in a variety of financial and accounting roles, including five years in Public Accounting. She partners with clients to provide strategic financial insights through the development of financial models, customized reporting, and ongoing analysis that supports informed business decisions.

In her role, Devin focuses on preparing financial models and management reports, evaluating risks, and identifying opportunities to improve financial performance and operational efficiency. She is committed to delivering practical, data-driven solutions that help clients achieve their short- and long-term goals.

Devin earned a Bachelor of Business Administration in Finance and a Bachelor of Business Administration in Accounting from the University of North Texas. Her diverse background in finance and accounting enables her to provide clients with a well-rounded perspective and proactive guidance tailored to their unique business needs.

Lexi Tharp joined the LJB Team in January 2024 after earning her master’s in Accounting Analytics from St. Edwards University. Lexi assists in providing clients with auditing services, compilations, reviews. Lexi’s commitment to delivering quality results and serving clients is unwavering. Lexi is known for jumping on a call with a client quickly to handle any questions that arise. She finds joy in connecting with people and contributing to their financial success.

Outside of work, one might find Lexi experimenting with new recipes, spending quality time with her dog, and enjoying a game of pickleball with friends and family. Thrilled to be part of the LJB CPA team, Lexi looks forward to leveraging her skills and enthusiasm for collective success.

Mary joined LJB CPA in March of 2009 and has worked with businesses to meet their various financial reporting requirements throughout the years. Mary brings more than 30 years of experience working in public accounting and private industry to the firm and is dedicated to the delivery of quality reliable service to each client. Her areas of service range from general accounting to tax preparation and other government reporting requirements.

While at LJB CPA, services particular to the healthcare industry have been an area of specialty for Mary. She enjoys helping her clients properly execute their accounting so that they can focus on the operations of their businesses.

Mary graduated from Capital University in Columbus, Ohio with a bachelor’s degree in accounting.

Outside of her professional life, Mary enjoys reading, shopping, working in the yard, yoga, and spending quality time with friends and family.

Betty joined LJB CPA in 2010 and brings more than 25 years of experience in different industries of accounting. Betty is responsible for serving clients with their everyday accounting needs, tax returns, cost reports, and any other questions they may have.

Betty graduated in 2009 with a bachelor’s degree in accounting from the University of Texas in Arlington and is a CPA candidate.

Outside of work, Betty loves her family and their lake house. Her hobbies are quilting and woodworking.

A Dallas native, Kevin is proud to serve clients in the community where he grew up. After moving to Asheville, North Carolina, and spending over a decade in the culinary industry, he returned to school and earned an Accounting degree from UNC Asheville. He brings a strong work ethic and attention to detail to his new career in the accounting field.

Over the past few years, Kevin has worked in client-focused accounting firms, with a strong emphasis on customer service, helping clients navigate financial matters with clarity and confidence.

Outside of the office, he still enjoys cooking at home, taking his dogs to the park, and playing guitar.

Melissa holds a bachelor’s degree in accounting and finance from the University of Texas at San Antonio. Through her involvement in a finance student organization, she had an opportunity to participate in microlending projects to support the Costa Rican small business owners.  This experience sparked curiosity and fascination about different ways to support business owners.

After graduating with honors, Melissa began her career in public accounting and developed an interest in high-net-worth individuals, private foundations, and family office work. In addition, her experience spans a broad range of sectors including healthcare, law firms, real estate, and oil and gas. 

Outside of work, Melissa enjoys traveling to new places, dancing, reading, outdoor activities and spending time with her husband, family, and friends. 

Cole joins the team with 4 years of experience handling tax compliance and planning for a wide variety of individual and entity taxpayers. He specializes in high-net-worth individuals and entities in the real estate and professional service industries.

Cole received his Bachelor’s degree in accounting from TCU in 2019, and he returned home to California to receive his Master’s in accounting from Saint Mary’s College of California in 2021.

In his free time, Cole enjoys the outdoors and spending time with friends and family.

Sam Schalow brings over a decade of experience in accounting, with a background that spans bookkeeping, payroll, federal and state tax compliance. A graduate of Texas Tech University with a Bachelors degree in International Economics, Sam began his career at PricewaterhouseCoopers before joining our LJB.

He values strong client relationships and team collaboration, always aiming to make complex financial matters clear and manageable.

Outside of work, Sam enjoys reading, playing pinball, and watching football with his fiancée and their cat, Lucy.

Noah Schroeder provides tax and accounting services to individuals and businesses, including tax compliance and tax planning. He has 2 years of experience working closely with clients to develop tax strategies, resolve issues, and assist in business decision-making. Noah graduated with his Bachelor of Arts in Business from the University of Dallas in 2023, where he was an active member of the Accounting and Finance Society. He is currently pursuing his CPA.

Outside of work, Noah enjoys playing rugby and spikeball, reading, cooking, and spending time with friends and family.

Eli Vasquez brings over 8 years of experience in public accounting, delivering audit and assurance services to a diverse client base—from small businesses to complex, multi-entity organizations. His industry experience spans manufacturing and distribution, commercial enterprises, private equity, and construction. He also has specialized expertise in employee benefit plan audits, including 401(k), pension, and 403(b) plans.

Eli has held key roles at respected firms such as Baker Tilly and Caron & Bletzer, where he developed a reputation for technical precision, team leadership, and a commitment to client service. At LJB, he leverages this experience to enhance audit quality, mentor staff, and support the firm’s mission of providing dependable, client-focused solutions.

He holds a Master’s degree in Accounting from Texas Tech University and remains actively engaged in the profession through continuous learning and a dedication to excellence in every engagement.

Brandon De La Cruz joined LJB CPA in 2021 and provides quality accounting services to clients including preparation of business and individual tax returns, compilations, employee retention credit projects, audit services, and payroll reporting. Brandon is devoted to providing diligent and reliable service to our clients, as he believes the impact of what we do as a firm can enhance the lives of others.

Brandon graduated from Abilene Christian University in 2019 with a bachelor’s degree in accounting and financial management. When not serving clients, Brandon enjoys spending time with family and friends, indulging in spontaneous weekend activities, and attending concerts and sporting events, especially baseball.

Veronique (Vicky) Hampton serves as LJB’s Client Service Delivery Manager. Vicky joined the firm in 2010 and provides office administrative assistance for both our team and our clients as she has for accounting firms for more than 30 years.

Prior to moving to Dallas and joining our team, Vicky spent 20 years with an accounting firm in Brownsville, Texas. Her goal is to provide outstanding service to our clients and staff assisting in the delivery of an effective, positive, and productive experience. She prides herself on her work ethic and the relationships she builds with our clients.

When not serving clients, Vicky enjoys spending time with her three children, family, friends, and her cats.

–

Jordan Davis Brewer brings over a decade of high-impact support, trusted for keeping leaders focused on growing the firm so they can build genuine relationships and deliver real, lasting growth for clients. She manages executive priorities and firmwide communications, along with leading the firm’s operational initiatives spanning HR, employee onboarding, vendor relationships, facilities management, and firm events.

She spent nearly a decade at Morgan Stanley Private Wealth Management as the primary point of contact for a portfolio of ultra-high-net-worth clients. By anticipating what clients needed before they had to ask, she built long-term, trust-based relationships and developed a client-first mindset that has carried into everything she has done since. She later supported five Vice Presidents of Operations and more than 45 Directors at Brinker International. The scale was significant, but so was the trust: senior leaders depended on her to keep their world organized, their priorities clear, and their teams connected across a large, fast-moving organization.

Jordan joined LJB CPA in 2025, drawn to the opportunity to help a growing firm scale, with the same passion and care for clients that she’s always brought to her work. It’s the same principle that’s guided her through every role: trust is earned one detail, one decision, and one problem solved at a time.

Outside of work, Jordan is deeply committed to suicide prevention and mental health advocacy, a cause she supports both personally and through her philanthropic work. She also enjoys spending time with family and friends, traveling, and exploring new restaurants.

Becca brings a passion for creating thriving workplace cultures to her role as Workplace Wellness Designer at LJB. With a bachelor’s degree from the University of North Texas, she recently transitioned into the accounting field – an exciting new chapter that allows her to combine her people skills and creativity in a dynamic professional environment.

In her work, Becca focuses on elevating the day-to-day experience of LJB’s team members, from coordinating events and office perks to spearheading internal culture initiatives. She believes that by supporting her colleagues and creating an uplifting work environment, the positive effects ripple outward to clients and the broader community to enhance lives.

Outside of LJB, Becca is a nature-based meditation teacher and enjoys spending time outdoors, connecting with her family, and dance.

–

Pamela enjoys bringing order to the busy, behind-the-scenes work that helps teams thrive and clients feel well taken care of. With more than 10 years of experience across healthcare, public accounting, financial services, and corporate operations, she’s built her career around solving problems, improving processes, and making sure no detail falls through the cracks. Whether she’s leading a team, coordinating projects, or finding a better way to do something, Pamela is happiest when she can make work easier for everyone around her.

Throughout her career, Pamela has managed complex client engagements, led administrative teams, improved workflows, and partnered closely with leadership to keep projects moving and clients informed. Her experience spans operations, compliance, project management, and client service, giving her a well-rounded perspective on what it takes to create a seamless experience. She believes great client service isn’t just about getting the work done — it’s about making people feel heard, supported, and confident every step of the way.

Pamela joined LJB CPA because she was drawn to the firm’s commitment to building lasting client relationships and delivering exceptional service. She believes the little things matter — from timely communication to thoughtful follow-through — and that those details are what build trust and lasting partnerships.

Outside of work, Pamela enjoys spending time with her husband and two children, traveling, trying new restaurants, and tackling home improvement and organization projects. Friends and coworkers know her as someone who genuinely enjoys creating order out of chaos, whether at work or at home.

Zach Long brings a background in team leadership and operational excellence to his role as Family Office Executive Assistant at LJB CPA, where his focus is on ensuring that colleagues and clients alike are treated with service and grace. Before joining the firm, Zach spent over four years at the Starbucks Corporation, most recently as a manager.

Zach’s experience spans inventory and vendor management, staff training and development, and day-to-day problem-solving in fast-moving, high-pressure environments. He is known for his attention to detail, his ability to mediate and coach with empathy, and his talent for spotting inefficiencies and implementing practical solutions that keep operations running smoothly.

Outside of work, Zach can be found testing his trivia knowledge on Jeopardy!, gathering friends for tabletop games, or spending quality time with his two cats.