Meet our Team



Phyllis has been involved with bookkeeping since she could add and was allowed to work. Since she was fifteen, she has owned and operated her own business and at seventeen, she started helping local small businesses understand their finances and help them down a path for success. When not helping other businesses, she teaches piano, volunteers at church and helps raise her three kids. She wears many hats that all rely on her commitment to serve others.



Greg has studied business practices and process for several years. During his time at Texas A&M he has developed training classes in leadership as well as serving as a Green Dot violence and sexual assault prevention facilitator. For almost 20 years, he has worked with helping students grow and prepare for life after college. When not studying business and leadership, he volunteers with Phyllis at the church, tries to help with the kids and occasionally can be found grilling for family and friends.



Maria is a recent graduate from Texas A&M, where she studied Health and Sociology. She has been expanding her work experience and furthering her education in the field of dentistry. She is a new addition to the firm and has enjoyed learning from Phyllis and engaging with clients. When not juggling work or school, Maria likes to spend time with people and explore the arts through crafting, singing, and dancing.



She is a part of our Houston Team and diligently assists with data entry, keeping the firm updated, and handling the social media accounts. She enjoys spending time with her husband and baby girl Pearl who just turned one! Her other life pursuits include being a singer-songwriter, brewing coffee in 7 different ways, helping with her local church, enjoying sunsets, kayaking, going on nature hikes, finding new restaurants to try, and making mexican food. She has a go getter attitude and likes to make sure each client feels personally taken care of.