Meet the Team

Ashley not only has an innate ability to identify opportunities for improvement, build teams, and enhance productivity within an organization, but where she really shines is in client service. Her passion for helping people and creating rapport with individuals from all walks of life cannot be overstated. Furthermore, she understands that SMD’s real purpose is helping others achieve success. As SMD continues to gain recognition across the United States for revolutionizing the accounting industry, our success will be due, in no small part, to Ashley’s ability to identify and implement successful strategies for our team and our clients.

Prior to joining SMD, Jason worked for 7 years as a tax preparer and advisor with a CPA firm in Portland, Oregon. He is an avid football fan (go Ducks!), gamer, husband, and dad. Jason brings a diverse background of experience that includes tax, payroll, business advisory, and bookkeeping expertise. He truly excels at taking complex concepts and making them understandable to the non-accountant. This skill helps business owners interpret their financial information for the purpose of making decisions and enhancing the value of their business and their personal lives. Whether it’s a medical practice, real estate investor, roofing company, law firm, or coffee shop; Jason has a passion for helping SMD’s clients achieve success.

Joel joined SMD shortly after completing his Masters in Accounting at the College of Saint Rose in Albany, NY. This Bronx born accountant has a deep love for personal finance and business development. Analyzing business and tax situations to find the optimal outcome for clients is just what he does, and that fits perfectly within the SMD culture. He spends his free time building home desktop PCs, researching Crypto techniques and strategies, or reviewing Broadway shows for the young readers of the TDF (Theater Development Fund) publication. Whether he’s helping a small business owner, medical professional, crypto investor, or real estate investor; Joel excels at supporting others with their business and tax needs.

Darlinda is a QuickBooks Online Pro Advisor and has her BBA in Management with a focus on Small Business Management. She has over 15 years of bookkeeping experience and absolutely loves cleaning up a set of books. She will learn about your goals, opportunities, and challenges and work with you to implement the best solutions to help you move from where you are now, to where you want to be.

She was born and raised in Texas, and currently lives in Amarillo with her husband, two daughters, two dogs, and a turtle. They often take road trips to Oklahoma and New Mexico where they spend hours riding in their Side by Sides.

Meet Kellie Santos, our Administrative Coordinator, who brings a wealth of experience and a passion for excellence to our team.

Kellie earned a bachelor’s degree in journalism from the prestigious University of Oklahoma, demonstrating a commitment to learning and effective communication. She multi-tasks in our fast-paced environment, uses her technical writing skills to create and facilitate training and onboarding for the team, as well as managing schedules. Creating strong client relationships is a core focus for her, and her administrative skills consistently keep the team organized and set up for success.

Outside of the professional sphere, Kellie has a beautiful personal life. Having been happily married to her high school sweetheart for an impressive 30 years, she is also a proud parent of twin daughters who are currently pursuing their education on Oklahoma State University.

When not at the office or visiting her daughters at college, you can find Kellie living her best life at Disney World!

Coleton is a dedicated and driven professional who has recently graduated with a master’s degree in accounting and is embarking on an exciting journey towards becoming a Certified Public Accountant (CPA). With a keen eye for detail and a passion for numbers, he’s ready to tackle complex financial challenges and help you achieve your financial aspirations.

His fascination with numbers and his knack for meticulous detail drive his dedication in the accounting industry. He is committed to providing exceptional financial expertise and support to help businesses thrive. Coleton’s technical skills with QuickBooks Online are superb, and with his knowledge and experience, he can help you navigate the world of finance, streamlining your accounting processes for increased efficiency and accuracy.

Beyond the world of accounting, Coleton has a strong passion for volunteering, especially when it comes to animals. He sincerely believes in giving back to the community and making a positive impact on our furry friends. He also has a passion for gaming; from board games to video games to trading-card games, Coleton is an enthusiast through and through. He enjoys the strategic thinking, problem-solving, and camaraderie that gaming offers.

Coleton aims to bring financial clarity to your world while making a positive impact on the world around him. Whether you need accounting expertise, a fellow gamer, or a partner in your volunteer endeavors, Coleton is here to make it happen.

Meet Luis, our dedicated intern and aspiring CPA with a passion for accounting. Currently pursuing his Master of Accountancy at Texas State University, Luis brings a wealth of academic excellence, having graduated cum laude with a Bachelor of Business Administration in Accounting from the same institution.

Beyond the world of numbers, Luis is an avid gamer. His diverse interests extend to the realm of true crime, showcasing his inquisitive nature and analytical mindset.

Luis also harbors a keen interest in the construction and healthcare industries, showcasing a broad perspective and a readiness to explore various facets of the business world. With his multifaceted background and love for accounting, Luis is a valuable addition to our team, bringing fresh perspectives and a commitment to excellence in everything he does.

Introducing our intern, Josue! Currently, he is diligently pursuing his Bachelor of Accountancy degree from the esteemed University of Texas Rio Grande Valley. With a strong academic foundation in accounting, Josue brings a wealth of knowledge and enthusiasm to our team.

Beyond numbers and financial statements, Josue has a surprising hidden talent – he is a powerlifting champ! This dedication to fitness not only highlights his determination but also the ability to set and achieve ambitious goals.

One of Josue’s aspirations is to earn his Certified Public Accountant (CPA) designation. He strives to excel in the world of accounting and aims to be a trusted financial expert for our clients.

With a winning combination of academic prowess, physical strength, and professional ambition, Josue is a valuable addition to our team.