CFP®, CPA and tax professionals serving business owners

I founded J.E. Simmons & Company with the goal of creating a fee-only financial planning and advisory firm built on honest counsel and personalized service. From the beginning, my focus has been on working with doctors and dentists who own their practices.

After graduating from Baylor University in 1978, I began my career at the international accounting firm Peat Marwick. I earned my CPA license and spent several years working in consulting and business turnarounds. Over time, my work became increasingly focused on dental and medical practices, and eventually expanded into comprehensive personal financial planning for practice owners.

I am a Certified Public Accountant and Personal Financial Specialist™, and a member of the American Institute of Certified Public Accountants and the Academy for Private Dental Practice. Over the course of my career, I have guided numerous practice owners through complex financial decisions, including practice sales, real estate transactions, and long-term planning strategies.

That experience has given me deep insight into the financial challenges faced by high- and ultra-high-net-worth professionals in the medical and dental fields. Today, I continue to work closely with clients to help them navigate important decisions with clarity and confidence.

Outside of work, I enjoy spending time with my family, serving on the boards of several charitable organizations, grilling and smoking on my outdoor patio, and following the Dallas Cowboys and college football.

After graduating from Texas A&M, I began my career in strategy and management consulting in Houston. I worked with Fortune 500 clients across multiple industries, developing a disciplined approach to problem solving, financial analysis, and operations.

I later joined one of my clients full time, serving in corporate finance, supply chain, and operations roles. Much of my work focused on over $1 billion of company acquisitions, including transaction analysis, post-acquisition integration, and building shared services across the enterprise. As a general manager, I was responsible for a team of 50 and a $20 million annual budget.

In 2018, I returned home to join the family business. I am a CERTIFIED FINANCIAL PLANNER™ professional and an Investment Adviser Representative of J.E. Simmons & Co., an SEC-registered adviser.

I joined J.E. Simmons and Company in Dallas to extend my father's vision of providing integrated financial, tax, and investment advice to high-earning professionals and business owners. I especially enjoy helping clients balance business growth with personal wealth goals, whether that means structuring retirement plans for practice owners or evaluating the financial impact of adding a partner.

My background in M&A and operations allows me to bring large-company financial thinking to privately held businesses. I help clients navigate complex, high-stakes decisions with clarity, from evaluating acquisition opportunities to improving cash flow and long-term sustainability.

Outside of work, I enjoy spending time with my wife and our three kids, and cycling whenever I can. I volunteer at our elementary school in Richardson, Texas.

I'm a tax and legal professional with nearly two decades of combined experience across tax strategy, tax compliance, and advisory work. My background blends the technical depth of business taxation with the practical judgment that comes from legal training, which helps me navigate complex situations with clear thinking and strong attention to detail.

Over the course of my career, I've worked in a variety of client environments, including advisory firms and CPA firms, where I led client relationships and managed teams responsible for delivering accurate, timely, and well-coordinated tax work. I've supported business owners across entity types and industries, with a focus on helping them make better decisions around structure, planning opportunities, and long-term tax efficiency.

I also spent time at Intuit as a Senior Tax Expert, where I sharpened my ability to research nuanced issues quickly, translate technical answers into plain English, and collaborate effectively under tight deadlines.

Today, I serve as Tax Director at J.E. Simmons and Company, where I help clients connect tax planning with the bigger picture. I enjoy solving complex problems, building practical strategies, and coordinating across legal, tax, and financial planning so clients can move forward with confidence.

I earned my JD from Texas Southern University's Thurgood Marshall School of Law, and I'm a licensed attorney in the State of Texas.

Before joining the firm, I spent nearly a decade at PwC, working with large businesses across a wide range of industries and ultimately serving as an Assurance Senior Manager. In addition to leading audits, I helped develop and scale a new audit model and became a go-to resource for leadership on complex engagements and stakeholder relationships. I also completed an international assignment in Helsinki, Finland, which strengthened my ability to adapt quickly and work effectively across different environments.

I earned both a BBA and a Master's in Accounting from Texas A&M University, with a focus in entrepreneurship. While still in college, I founded and operated a floral design business, which gave me firsthand experience with cash flow management, client service, and the day-to-day realities of running a small business. That experience still shapes how I advise entrepreneurs today: practical, thoughtful, and grounded in what actually works.

After a rewarding chapter in public accounting, I took time to travel through New Zealand and Australia before returning home and joining J.E. Simmons and Company. I'm proud to continue our family's mission of providing clear, practical guidance across planning, tax, and investments.

Outside of work, I enjoy travel, time with family, swing dancing, and supporting the local Young Life organization.

I joined J.E. Simmons & Company as Client Service Coordinator in February 2026. In my role, I support our clients and team by helping keep communication, scheduling, and day-to-day service needs organized and responsive. I enjoy being a dependable point of contact and helping ensure that each client has a smooth, welcoming experience with our firm.

I earned my Bachelor of Science in Elementary Education from the University of Oklahoma in 2019. I grew up in Shawnee, Oklahoma, and moved to Texas shortly after graduating. Before joining the J.E. Simmons team, I spent three years teaching third grade in local school districts. Teaching strengthened my ability to communicate clearly, stay organized, and support people with patience and care—skills I continue to use in my work with clients today.

I first joined J.E. Simmons & Company part-time in 2022 as an Administrative Assistant while also training horses. In 2023, I stepped away from the firm to focus full-time on Spirited Equestrian LLC, where I trained horses and taught horseback-riding lessons. Running my own business gave me firsthand experience with the responsibilities that come with serving clients, managing day-to-day operations, and building long-term relationships.

Returning to J.E. Simmons & Company has been a welcome change of pace, and I am grateful to support a team that is committed to providing thoughtful, personalized service to business owners and their families.

Outside of work, I enjoy spending time with my husband and our daughter, Elaine, who was born in June 2026. I also enjoy riding, training horses, and staying involved in the equestrian community.