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.

Sergeant First Class Kirk (US Army Reserves) is passionate about helping SMD clients with setting up and managing their financial records in QuickBooks Online. As a QuickBooks certified professional, she really knows her way around the software as well as how it all ties together with payroll, sales tax, property tax, income tax, and even integrations with various specialized applications found in medical practices, real estate investment portfolios, and other small businesses. Whether you need someone to teach you how to use QuickBooks or someone to keep track of the monthly books for you, Leslie will be more than happy to help.

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.

Sandy was born and raised in Puerto Rico and has years of experience in customer service roles. She is a perfect fit for her role as our Administrative Coordinator. 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.

When not being the ultimate team player at work, Sandy enjoys time with her husband and family. They can be found battling it out at the pickleball court or battling in a video game.

Born and raised in Texas, Ben can fling out a “Y’all” and “Fixin’ To” with the best of them. However, don’t let that Texas thing fool you. He is currently working on his obtaining his Masters Degree in Accounting at the University of North Texas and has is eye on that CPA designation as well. He is already making a meaningful impact by support our business & tax consulting team with the various analyses and calculations we do behind the scenes to give all those great tips, tricks, and advice on how to save money on taxes, grow businesses, protect assets, and build wealth. Whether he’s helping our physician clients, real estate investors, business owners, or other successful professionals; we are confident that Ben will have a positive impact on the SMD team and SMD clients.

Andrew is currently a Junior at Texas Tech Universtiy, and is pursuing his Bachelors degree in Finance. His passion for problem solving is not only a Core Value necessary for all SMD team members, but one that will serve him well as he dives right into learning more about tax savings, estate planning, business valuation, mergers and acquisitions, real estate investing, tax credits, medical practice consulting, wealth management, and all the other things that SMD is famous for doing. We are especially excited about uncovering new opportunities to accelerate his professional growth as well as find ways where he can help SMD clients be more successful. When he is not studying or cheering ‘Wreck’Em Red!’, you can find Andrew exploring one of the many hiking trails in Lubbock, TX.