About the SMD Team

  • Sean M Duncan, CPA
    Sean M Duncan, CPA

    Owner/Founder

    Sean M Duncan, CPA

    Sean M Duncan, CPA

    Owner/Founder

    Sean built his reputation as a thought leader in the accounting industry by focusing on advising, teaching, and helping clients with proactive strategy and planning. CPAs across the United States possess so much valuable knowledge about business, finances, AND taxes; but all too often they shy away from sharing their wisdom in a timely and actionable manner. SMD Consulting & Accounting, LLC was founded on the steadfast belief that business owners and individuals want and need advice more than they need the preparation of a tax return. Over the last 25+ years, Sean has accumulated a diverse and unique set of credentials and knowledge that he shares through speaking at conferences & events, in private seminars, one on one with clients, and with his very talented team at SMD. Whether it’s through minimizing taxes, building wealth, protecting assets, providing legacy planning, advising on philanthropic ventures, or just mentoring a new accounting graduate; Sean’s passion revolves around helping others achieve success.
  • Ashley Fontenot
    Ashley Fontenot

    Office Manager

    Ashley Fontenot

    Ashley Fontenot

    Office Manager

    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.

  • Larry D. West III, MBA, EA
    Larry D. West III, MBA, EA

    Business & Tax Consultant

    Larry D. West III, MBA, EA

    Larry D. West III, MBA, EA

    Business & Tax Consultant

    Larry brings a unique and diverse set of skills to the SMD team. Not only is he a licensed Enrolled Agent with the IRS and an MBA, but he also possesses a Masters in Education. His passion for teaching, combined with his financial expertise, really shines when consulting with clients on (and teaching them about) complex financial and tax concepts. Regardless of the nature of the project, he takes pride in consistently delivering an exceptional learning and consulting experience to help our clients achieve lasting results. As a business consultant with SMD, Larry proactively helps organizations achieve business, operational, financial, and personal success.

  • Sean Greengard, JD, LLM
    Sean Greengard, JD, LLM

    Attorney

    Sean Greengard, JD, LLM

    Sean Greengard, JD, LLM

    Attorney

    Sean is an Arizona attorney practicing business and estate planning law, licensed to practice in all Arizona courts, as well as U.S. District Court for the District of Arizona and Tax Court. An Arizona native, he obtained his law degree from the Sandra Day O’Connor College of Law at Arizona State University in 2011 and went on to receive his Masters in Taxation (LL.M.) through Boston University in 2014. Prior to joining Heritage Family Offices, Sean worked at the law firms of Ryley, Carlock & Applewhite and The Forakis Law Firm. Sean’s practice focuses on business transactions, including assisting individuals, families and business owners in all aspects of their business legal needs, from formation or acquisition to maintaining and growing a business, to sale or succession of their business. He also helps individuals and families prepare estate plans, including wills, trusts, and other legal documents, in order to efficiently and effectively avoid probate and transfer assets from one generation to the next. When requested or required, Sean can represent individuals and families in probate or trust administration proceedings.

  • Ralph Nelson, JD, CPA
    Ralph Nelson, JD, CPA

    Tax Attorney

    Ralph Nelson, JD, CPA

    Ralph Nelson, JD, CPA

    Tax Attorney

    Ralph is a licensed attorney and Certified Public Accountant. Ralph is one of the founders of Heritage Family Offices. Prior to establishing Heritage Family Offices, Ralph was a practicing tax attorney focused primarily on income tax strategies. Ralph worked for Deloitte and Touche, LLP in its Mergers and Acquisitions group before joining a Phoenix-based tax firm. Ralph currently works primarily with small business owners and high-income taxpayers to develop income tax and estate tax strategies.

  • Michael Frost
    Michael Frost

    Financial Advisor

    Michael Frost

    Michael Frost

    Financial Advisor

    Michael is one of the co-founding Partners of Heritage Family Offices, LLP. Michael is known as a thought leader in the professional services industry based on his 10 years of experience owning and operating a multidisciplinary firm. Prior to starting HFO, he spent his career as a wealth manager and investment advisor for a few of the most prestigious financial institutions. After years spent in the institutional space, Michael recognized the value of having tax, law, wealth management and insurance services all under one roof. As a result, he opened a Registered Investment Advisory Firm, CPA firm and Insurance company. He also aligned himself with the sophisticated planners at Nelson Law Firm, now known as HFO Law Group. With an emphasis on professional collaboration, Michael brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design and specialty financing needs to the Heritage family. Michael currently works with the firm’s highest net worth clientele and consults for the firm’s CPA partners.

  • Bryan Leinart
    Bryan Leinart

    Financial Advisor

    Bryan Leinart

    Bryan Leinart

    Financial Advisor

    Bryan began his career in London as a successful stock trader at the hedge fund Sigma Capital Ltd. a subsidiary of SAC Capital Management. After owning his own small business in Fort Worth, TX it became clear that his passion was really in financial services. He joined Texas Financial Resources in 2008 to begin helping individuals and business owners with their financial planning and goals. Working with CPA’s and Lawyers led him to Heritage Family Offices and its ability to provide sophisticated solutions to high net worth individuals all under one roof. Away from the office he and his wife Candice can be found supporting their three children in cheer, soccer, football, basketball and dirt bike riding. Summers are enjoyed on the lake. He also is an amateur road racing driver and loves the getaway even if only a  handful of times a year.

  • David Maxey
    David Maxey

    Financial Advisor

    David Maxey

    David Maxey

    Financial Advisor

    David Maxey began his career in the financial services industry 16 years ago. Prior to his employment at Heritage Family Offices, he worked at the leading corporate firms of Wachovia Securities and Wells Fargo Advisors. David specializes in developing financial plans to meet all of his clients’ wealth management goals. This is achieved by his execution of in-depth knowledge of investment management, retirement planning, specialized lending, and insurance coverage.

  • Jared Williams, CFP
    Jared Williams, CFP

    Financial Advisor

    Jared Williams, CFP

    Jared Williams, CFP

    Financial Advisor

    Jared entered the financial services industry in 2002. He has extensive experience in developing comprehensive wealth management plans for successful individuals, families and business owners. Jared has a passion for guiding individuals and businesses through important yet complex issues and providing education to enable them to make critical decisions with confidence and clarity. In order to best serve the client, he works collaboratively with other industry specialists in developing and implementing suitable recommendations. Jared is a graduate of the Marriott School of Management at Brigham Young University (B.S., Business Management). He is actively involved in his church, community, and enjoys running, cycling and swimming. His most rewarding time is spent with his wife, Rachel, and their six children.

  • Leslie Kirk
    Leslie Kirk

    Accounting Services Advisor

    Leslie Kirk

    Leslie Kirk

    Accounting Services Advisor

    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.

  • Brittany Cerny
    Brittany Cerny

    Accounting Services Advisor

    Brittany Cerny

    Brittany Cerny

    Accounting Services Advisor

    If you’re looking for a Professional Bookkeeper who can help take the “work” out of your “paperwork,” you’ve come to the right place. Brittany began her accounting career in 2004 supporting a local CPA firm and continuously expanded her knowledge and skill set to encompass everything from Real Estate to Retail. Brittany helps entrepreneurs obtain the financial information they need to understand whether they’re making money, where they should focus their dollars, where to make cuts and how to increase their revenue. While God, queso, and Cowboys may be her mantra; superior client service, QuickBooks expertise, and upbeat passion come to mind when we think of her here at SMD Consulting & Accounting, LLC.

  • Joel Salas
    Joel Salas

    Business & Tax Consultant

    Joel Salas

    Joel Salas

    Business & Tax Consultant

    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 or reviewing Broadway shows for the younger readers of the TDF (Theater Development Fund) publication. Whether he’s helping a small business owner, medical professional, or real estate investor; Joel works diligently to add value to any situation in front of him.

  • Suzanne Palasek
    Suzanne Palasek

    Company Administrator

    Suzanne Palasek

    Suzanne Palasek

    Company Administrator

    Suzanne makes SMD look good, and that’s not just because she’s also a professional photographer. As our Company Administrator, she is at the heart of nearly everything going on. She handles our busy calendars, phones, and workload with grace and class. Whether it’s a client, a prospect, or a vendor; everyone is treated with respect and care in a way that only Suzanne can accomplish. Being a supermom with a career is a challenge, and Suzanne somehow manages it all with style.

  • Coleton Hervey
    Coleton Hervey

    Intern

    Coleton Hervey

    Coleton Hervey

    Intern

    Coleton is currently pursuing his Masters of Science in Accounting at the University of Texas at Dallas (Sean’s Alma Mater). Two of his goals are to complete the CIA (Certified Internal Auditor) exam in 2021 and the CPA exam in 2022. Coleton has accumulated years of experience in the area of tax preparation and research and now wants to get his hands on helping business owners with optimizing their wealth and minimizing their risks. We are thrilled to have Coleton as part of our team and are excited about helping him grow professionally in the months to come.

  • Ethan Thomas
    Ethan Thomas

    Intern

    Ethan Thomas

    Ethan Thomas

    Intern

    Ethan Thomas is dipping his toe into the accounting profession as a college intern heading to join the Texas Aggie Corps of Cadets. He didn’t realize how different SMD was from “traditional” CPA firms, and he has fit in spectacularly. He may have thought he was going to be making copies, filling out tax forms, and reconciling bank accounts. However, our goal is to consult & teach our clients, and from the start, Ethan began learning how to help business owners with solving problems and maximizing opportunities. An exceptionally quick learner, Ethan has already shown that he can add value and adapt to changing situations.

  • James Simmons
    James Simmons

    Intern

    James Simmons

    James Simmons

    Intern

    Retired Army Captain, James Simmons, joined SMD after moving from New York and completing his MBA at the University of Texas at Dallas. Because he has a passion for helping others, he knew that SMD’s focus on proactive consulting and advice created a natural synergy. On the side, James is a real estate investor with goals for establishing multiple streams of passive income for himself and his family. As SMD’s clients know, we love this strategy and frequently encourage/ teach it to our recurring consulting clients. His experience in this area presents a lot of value to our clients in this niche in addition to all the other financial and business knowledge he brings to the table.