Meet the Team

Ashley is the heart of our operations, combining strategic expertise with a passion for people. She has an innate ability to identify opportunities for improvement, build strong teams, and enhance productivity within the organization. But where she truly shines is in client service—her enthusiasm for helping others and creating meaningful connections with people from all walks of life is unparalleled. She finds joy in leading our team, fostering growth, and ensuring an exceptional client experience, all while understanding that SMD’s true purpose is helping others achieve success.

Based in Dallas with her husband and two sons, Ashley is a major baseball fan who loves cheering from the stands and spending quality time with her family. As SMD continues to gain recognition nationwide for revolutionizing the accounting industry, Ashley’s ability to implement successful strategies for both our team and clients remains a cornerstone of our success.

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.

Sonya is more than an Accounting Services Advisor—she’s a partner in your business’s success. With over 18 years of experience, she has honed her skills in bookkeeping and accounting, delivering precise financial insights tailored to each client. Sonya’s passion for people shines in her work as she builds strong relationships, asks meaningful questions, and ensures clients always have the information they need to make smart decisions.

At home in Alabama, Sonya loves life with her husband, son, and daughter. Whether she’s relaxing by the lake or caring for her many animals, her connection to nature is a key part of who she is. Sonya’s combination of expertise, curiosity, and care makes her a trusted advisor and an integral part of our team.

From the vibrant city of Portland, Oregon, Jessica now calls Dallas home. With a love for travel, hiking, and lifelong learning, Jessica brings a sense of adventure and curiosity to everything she does. Her passion for organization and efficiency makes her an invaluable asset to our team.

When she’s not busy being amazing at her job, Jessica can be found exploring new trails, doting on her beloved dog, or planning her next big adventure. With her sharp skills and warm personality, Jessica ensures our office runs smoothly and our team stays on track. She’s truly the glue that holds it all together!

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.