Our Team
Pat Beaird
CPA, PFS
President
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Donald Harris
CPA
Vice President
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Steve Lugar
CFP®
Managing Director
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Jim Mixtacki
CPA, CFP®
Financial Advisor
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Jacob King
CFP®
Financial Advisor
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Paula Allgood
CPA
Financial Advisor
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Ron Skalberg
CPA
Financial Advisor
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Jim Simmons
Operations Group
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Clint Dunn
Marketing Coordinator
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Diane Merrill
Office Manager
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Shirl Page
Client Services
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Pat is the President and co-founder of Beaird Harris Wealth Management, Inc. He received his BBA in accounting from Texas A&M University in 1984 and has practiced as a Certified Public Accountant for nearly 25 years. Pat is also licensed as a Personal Financial Specialist, which is the highest financial planning designation awarded by the American Institute of Certified Public Accountants.
Pat has practiced as a fee-only financial planner for over 10 years. With a background in advanced estate planning and extensive experience in tax matters, Pat works exclusively with high net worth individuals. In the course of practicing as a CPA, Pat noticed a real void when it came to unbiased, high quality investment advice. In 1996, this ultimately led to the formation of Beaird Harris Wealth Management, a nationally recognized fee-only investment advisory firm. Pat has been quoted in several publications including The Boston Globe, The Chicago Tribune, CBS Marketwatch and Morningstar.com, among others.
Pat is a member of both the American Institute of Certified Public Accountants and the Texas Society of CPA’s.
Don co-founded Beaird Harris & Co., P.C., a public accounting firm in 1988. A principal of Beaird Harris Wealth Management, Inc., Don specializes in wealth management strategies for high net worth individuals, including asset protection, estate planning, charitable giving, and family wealth counseling. He also provides tax and business consulting services as well as advice on offshore trust alternatives. Don has worked in public accounting since 1976. Don was a senior audit manager with Arthur Andersen when he left to establish a local public accounting practice in 1986.
Don is a 1976 graduate of Abilene Christian University. He is a licensed Investment Advisory Representative and a member of the National Association of Family Wealth Counselors. Don is also a member of both the American Institute of Certified Public Accountants and the Texas Society of CPA's.
Steve joined Beaird Harris Wealth Management, Inc. in 2000 after 20 years with a national financial services firm. Steve had substantial management responsibilities in addition to assisting individual clients with their financial planning needs. As Managing Director, Chief Compliance Officer and Portfolio Manager, his duties are split between providing investment advice to clients and overseeing the overall operation and continued success of the firm. Steve is responsible for the Hewitt AdvisorConnection program at Beiard Harris and is a member of The Financial Planning Association, the Council on Foundations and the Investment Fiduciary Leadership Council.
Steve was chosen as one of the best financial planners in Dallas by his peers in the December 2006 issue of D Magazine, and again in January 2009. He is a licensed Investment Advisory Representative and a CERTIFIED FINANCIAL PLANNER™ professional. Steve has been quoted in various publications including Marketwatch.com, CNN Money, Investment News, The L.A. Daily News, Yahoo Finance and Registered Rep.
Steve received his BBA in 1977 from Abilene Christian University and he has done postgraduate study in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning. He serves on the Board of Directors of T Bank, as well as several non-profit organizations.
Jim Mixtacki, CPA, CFP®, is a lead financial planner and team advisor working with clients on all aspects of financial planning and investment management. He has directed the development and implementation of the firm's proprietary financial planning software, WealthGuide Planner®. His background includes four years with an international public accounting firm, and over twenty years as a financial officer in the real estate investment and homebuilding industries. He has overseen corporate planning, cash management, income taxes, budgeting, forecasting, employee benefits and financial reporting. Jim has been a CPA since 1984 and earned the CFP® certification in 1992. He is also a licensed Investment Advisory Representative and member of American Mensa.
Jim received his BBA in accounting from the University of Wisconsin in 1981 and has done additional study and research in investment management, retirement planning, income taxation, computer modeling, insurance, employee benefits, and estate planning.
Jacob King, CFP® has been a valued member of the Beiard Harris family since 2004. Jacob is responsible for assisting individual clients with their financial planning and investment related needs. In addition, Jacob has been instrumental in the development of the firm's proprietary financial planning software, WealthGuide Planner®. He is a licensed Investment Advisory Representative, a member of the Financial Planning Association and a CERTIFIED FINANCIAL PLANNER™ professional.
Jacob received his BBA in Financial Services from the University of North Texas. This academic coursework has been certified as a CFP Board-Registered Program by the Certified Financial Planner Board of Standards, Inc. He has also done postgraduate studies in the fields of investment, insurance, employee benefits, income taxation, retirement and estate planning.
Paula joined Beaird Harris in 1991 and has been a licensed Investment Advisory Representative since 1996. Paula specializes in providing tax planning and asset protection planning to physicians, dentists, high net worth individuals and business owners. She works to help business owners design corporate retirement plans and integrate them with their overall investment goals while minimizing the effect of federal income taxes.
Paula is a 1992 graduate of Texas A&M University and became a CPA in 1994. She is a member of the American Institute of Certified Public Accountants and Texas Society of CPA’s.Ron joined Beaird Harris in 1988 and has been a licensed Investment Advisory Representative since 1996. Ron specializes in providing investment research, estate planning, small business consulting and trust taxation planning.
Ron is a 1987 graduate of the University of Texas at Arlington and has been a CPA since 1989. He is a member of both the American Institute of Certified Public Accountants and the Texas Society of CPA’s. Prior to entering public accounting, Ron served in the United States Air Force where he was stationed at the Air Force Academy and worked in the finance and accounting office.
Jim joined Beaird Harris Wealth Management, Inc. in 2007 after fifteen years in banking where he was most recently Branch Manager for a major banking institution. Jim works in the operations group where his duties include opening new accounts, executing portfolio trades, and facilitating client deposits and disbursements.
Jim is a 1987 graduate of Texas A&M University and has completed additional training and research in investment and retirement planning, lending and small business banking. He has been involved in many charitable organizations, including Special Olympics and serving on the funds disbursement committee for United Way.
Clint Dunn joined Beaird Harris Wealth Management, Inc. in 2007 as the Marketing & Recruitment Coordinator and member of the Operations Group. His responsibilities include coordination of all advertising, sponsorship and recruiting opportunities. He oversees the firm’s websites, databases and a variety of other marketing, public relations and communication projects. Working closely with the Operations Group, he assits with opening new accounts, executing portfolio trades, and facilitating client deposits and disbursements.
A 2007 graduate of the University of North Texas (UNT), Clint earned a BBA in Marketing with emphasis in Branding and a certificate in New Product Development. He is currently pursuing his CFP® certification at Southern Methodist University (SMU).
Diane Merrill joined Beaird Harris Wealth Management, Inc. in 2003 as the Office Manager. She also serves as the Executive Assistant to the principals of the firm. Her responsibilities include all functions associated with the operation of the front office including answering the switchboard, scheduling client meetings and managing human resources for the firm.
Diane attended Richland and Eastfield Community Colleges and has worked in the administrative and human resource fields for over 25 years.
Shirl Page joined Beaird Harris Wealth Management, Inc. in 2006. Shirl provides internal administrative support and attends to the firm's day-to-day office needs. She is involved in managing workflow, providing support to other team members and managing special projects. She also processes tax filings to various government agencies.
Shirl received a Bachelor of Science in Interdisciplinary Studies from the University of Texas at Tyler in 1995. Prior to joining Beiard Harris, she worked as an administrative assistant and taught school for nine years.