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Rick Baumeister, CPA
Managing Partner
Rick Baumeister has been catalyzing client business growth and profits since 1984. His work with businesses and their owners confidently resolves technical tax planning and compliance issues. His exceptional insight sustains his prominent position as a sounding board for senior management regarding proposed purchases, sales, and other business transactions. And his sound responses to questions …
Rick Baumeister, CPA
Managing Partner
817.877.5000 x 303
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Allyson B. Baumeister, CPA
Partner
allyson.baumeister@sbf-cpa.com
Allyson B. Baumeister, a dynamic and dedicated professional, joined Sanford, Baumeister & Frazier, LLP in 2000 as partner. Allyson works tirelessly for businesses of all sizes, maintaining a primary focus on business tax and consulting. She provides her clients with creative resolutions for technical business tax issues and clearly interprets proposed and existing business tax …
Allyson B. Baumeister, CPA
Partner
817.877.5000×322
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Donna J. Hugly, CPA
Partner in charge of North Dallas office
After building a successful CPA practice in Dallas, Donna Hugly merged her firm with Sanford, Baumeister & Frazier, LLP in December 2010 and joined the firm as a partner. Donna’s entrepreneurial background and tireless dedication to both her clients and the profession have allowed her to work with a wide range of clients and given …
Donna J. Hugly, CPA
Partner in charge of North Dallas office
972.385.3180
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Brian Jenke, CPA
Partner
Brian Jenke launched his successful career in auditing and advising organizations and companies in 1984 and aligned his skills with Sanford, Baumeister & Frazier’s leadership in May 1989. Throughout this time, Mr. Jenke has preserved his principal emphasis in the areas of closely-held businesses, non-profit organizations, buying cooperatives, financial institutions, manufacturing, and employee benefit plans. …
Brian Jenke, CPA
Partner
817.877.5000×330
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Susan S. Roberts, CPA
Partner
Partner Susan S. Roberts enhances SB&F’s corporate leadership through her extensive knowledge and experience providing customized solutions for manufacturing enterprises and serial entrepreneurs. With a unique ability to assess important aspects of external and internal financial reporting needs—and to gauge their impact on efficiencies and productivity—Susan’s agile interaction and absolute attention to detail are invaluable. …
Susan S. Roberts, CPA
Partner
817.877.5000×331
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Carla Petty, CRSP
Director of Pension Services
Carla Petty joined Sanford, Baumeister & Frazier, LLP, in 2001 and manages Pension Services for the firm. She provides pension consulting and ongoing administration of qualified ERISA plans for clients. Ms. Petty works with attorneys, brokers, investment counselors, and other professionals in the ERISA Plan market to deliver a unique and individualized product to each …
Carla Petty, CRSP
Director of Pension Services
817.877.5000×321
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Michaela Cromar, CPA
Senior Tax Manager
As Senior Tax Manager at Sanford, Baumeister & Frazier, LLP, Michaela Cromar manages income tax engagements for businesses and individual clients. Integral to the success of SB&F’s not-for-profit industry niche, she brings extensive knowledge from her seventeen years of experience in tax consulting. Formerly, Ms. Cromar was the Sproles Woodard supervisor focusing on nonprofit organizations, …
Michaela Cromar, CPA
Senior Tax Manager
817.877.5000×316
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Karen Abernathy, CPA
Senior Audit Manager
Karen Abernathy is a Senior Audit Manager.
Karen Abernathy, CPA
Senior Audit Manager
817.877.5000×327
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Carroll Boardway, CPA
Senior Audit Manager
Carroll Boardway is a Senior Audit Manager.
Carroll Boardway, CPA
Senior Audit Manager
817.877.5000×315
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Megan Terrell, CPA
Audit Manager
As an Audit Manager for Sanford, Baumeister & Frazier, LLP, Megan Terrell, CPA, takes an active role in the firm’s audit practice while continually providing clients with the highest level of service. Active in the project management of audit engagements, Megan builds and nurtures strong working relationships with clients. As a member of the firm’s growth …
Megan Terrell, CPA
Audit Manager
817.877.5000×320
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Kathy Lightfoot, CPA
Senior Tax Accountant
Kathy Lightfoot is a Senior Tax Accountant and graduated from University of Texas at Arlington with an MS in Accounting in 2002. She became a CPA in 2005. Kathy has worked for SB&F since 2002 and prior to that worked for a CPA in Colleyville while attending The University of Texas at Arlington. Prior to returning to college, I was …
Kathy Lightfoot, CPA
Senior Tax Accountant
817.877.5000×332
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Candace Blair, CPA
Tax Manager
Currently a tax manager for Sanford, Baumeister & Frazier, LLP, Candace Blair, CPA, has been with SB&F since 2010 when she joined the firm as a Senior Tax Accountant. With over nine years of public accounting tax experience, Candace serves as SB&F’S State and Local Tax (SALT) practice leader consulting with clients who have multi-state activities. …
Candace Blair, CPA
Tax Manager
817.877.5000×313
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Kim Danek, CPA
Senior Tax Accountant
As a Senior Tax Accountant for Sanford, Baumeister & Frazier, LLP, Kim Danek, CPA, has been with SB&F since 2007 when she began as an administrative intern. After completing her degree, she was promoted to Tax Associate. She received her CPA certification on February in 2012 and was promoted to Senior Tax Accountant shortly thereafter. …
Kim Danek, CPA
Senior Tax Accountant
817.877.5000×329
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Jim Rogers, CPA
Of Counsel
Jim Rogers currently serves as Of Counsel for Sanford, Baumeister & Frazier, LLP. After he earned his BBA from Texas Tech University in 1973, he worked Brantley, Spillar & Frazier, CPAs until 1980 when he opened his own private practice. In 1984, Mr. Rogers joined forces with Leonard Brantley and Curtis Frazier to form Brantley, …
Jim Rogers, CPA
Of Counsel
817.877.5000×312
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Lisha Jenkins Russo, CPA
Lisha Russo is a Tax Accountant who received her Masters degree in Accounting from the University of North Texas. Growing up in a military family, Lisha has lived all over the United States and now resides in Plano, TX, where she and her husband share their home with three dogs. She enjoys being the mother of …
Lisha Jenkins Russo, CPA
927.385.3180
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Debbie Tubbs, CPA
Tax Accountant - Business Solutions Services
As an accountant for Sanford, Baumeister & Frazier, LLP, Debbie Tubbs, CPA, takes an active role within the firm’s Business Solutions Services Group, a consultancy service for small and emerging businesses. With over 10 years of accounting experience, Debbie contributes extensive accounting industry knowledge to her clients. Beginning her career as an Audit Staff Accountant …
Debbie Tubbs, CPA
Tax Accountant - Business Solutions Services
817-877-5000
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Carole Borg
Firm Administrator
Carole Borg is the Firm Administrator for both the Downtown Fort Worth and North Dallas offices.
Carole Borg
Firm Administrator
817.877.5000×311
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Estee Rinehart
Director of Marketing
Estee Rinehart serves as the Director of Marketing for SB&F.
Estee Rinehart
Director of Marketing
817.877.5000×317
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Cara Hugly
North Dallas Office Coordinator
Cara Hugly is the North Dallas Office Coordinator. Originally from Tyler, TX, she received her Bachelor of Science degree form Texas Women’s University with certification in Physical Therapy and worked in the industry for over 16 years. After joining the firm in 2008, she has been instrumental in the North Dallas office operations while also …
Cara Hugly
North Dallas Office Coordinator
927.385.3180
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Ashley Shedden
Director of Client Relations/ Executive Assistant
Ashley Shedden is the Director of Client Relations and the Executive Assistant for firm partners. She has been with SB&F since 2010. Before that, Ashley sold auto insurance and still holds her Property and Casualty License. She is the mother of two small boys and the stepmother of two teenage boys. She loves to cook, read …
Ashley Shedden
Director of Client Relations/ Executive Assistant
817.877.5000×301
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Beth Stokes
Business Solutions Services
Beth Stokes is part of the Business Solutions Services Team at SB&F.
Beth Stokes
Business Solutions Services
817.877.5000×324
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Judy Rackley
Business Solutions Services
Judy Rackley is part of the Business Solutions Services team and been with the firm 19 years. She was born in Virginia moving to Texas at age 5, so she considers herself a Texan. She graduated from Texas Tech University with a Bachelor of Science degree. In her younger years, she was involved in making crafts. Judy now enjoys …
Judy Rackley
Business Solutions Services
817.877.5000×319
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Nikki Spitzer
Business Solutions Services
Nikki Spitzer is part of the Business Solutions Services team at SB&F. With over 13 years experience, she excels in preperation of financial statement, reconciliation of broker statements and general bookkeeping. She also prepares federal and state payroll returns and counsults clients with QuickBooks. Nikki lives in Frisco with her husband enjoying boating, wakeboarding and traveling.
Nikki Spitzer
Business Solutions Services
927.385.3180
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Karen Wagner
Business Solutions Services
Since joining the SB&F team, Karen Wagner has focused on the firm’s Business Solutions Services Group, a consultancy service for small and emerging businesses. With over 20 years of financial record keeping experience, Karen utilizes her extensive financial knowledge to better assist her clients. Beginning her career as a Client Administrator and Team Leader with …
Karen Wagner
Business Solutions Services
817.877.5000
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Alex Imhoff
Audit Associate
Alex is an Audit Associate and was born and raised in Arlington, TX. He is a graduate of Texas Tech University with a BBA in Accounting and currently working on his masters of Science in Accounting at the University of Texas at Arlington. While at Texas Tech, Alex was a member of Sigma Chi fraternity and the …
Alex Imhoff
Audit Associate
817.877.5000
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Josh Reynolds
Tax Associate
817.877.5000
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Andy Hughes
Tax Associate
Andy is a Tax Associate. He was born and raised in Leesville, Louisiana and attended school at Northwestern State University in Natchitoches, Louisiana. After earning his undergraduate degree, he moved to Denver, Colorado, where he received his Master of Taxation from University of Denver. He worked for a year at a tax preparation company before …
Andy Hughes
Tax Associate
817.877.5000
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Rosa Ramirez
Tax Associate
Rosa ia a Tax Associate and grew up in The Colony. She graduated from Texas Christian University with a BBA in Accounting and is currently working on her master of Science in Tax at the University of Texas at Arlington expecting to graduate in May of 2013. She was a member of the social business …
Rosa Ramirez
Tax Associate
817.877.5000
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Jung Hee Zautke
Tax Associate
Jung is a Tax Associate and is originally from Seoul, Korea. She moved to Arizona in 2004 and then to Texas in 2005. She received her master’s degree in Taxation from the University of Texas at Arlington while completing an internship with a Fort Worth Oil and Gas company. Jung loves to travel and watching …
Jung Hee Zautke
Tax Associate
817.877.5000
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Kay Grace
Tax Associate
817.877.5000
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Allison Wright
Pension Services Consultant
Allison Wright is a Pension Services Consultant.
Allison Wright
Pension Services Consultant
817.877.5000×333
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Melinda Blue
Pension Services Consultant
Melinda Blue is a Pension Services Consultant.
Melinda Blue
Pension Services Consultant
817.877.5000×333
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Shahid Charania
Administrative Intern
Shahid is an Administrative Intern.
Shahid Charania
Administrative Intern
817.877.5000
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Adam Renz
Administrative Intern
Adam is an Administrative Intern.
Adam Renz
Administrative Intern
817.877.5000
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Eddie Grand
Administrative Intern
Eddie is an Administrative Intern.
Eddie Grand
Administrative Intern
817.877.5000
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Austin Clay
Administrative Intern
Austin serves as an Administrative Intern.
Austin Clay
Administrative Intern
817.877.5000



