REDBUD ADVISORS - Key Persons
After 25 years in Texas, Carrye decided to join us in Oklahoma. She and her family decided to relocate to "lake life". As a Graduate of Texas Tech University with a Bachelor's in Business Administration, majoring in Accounting, she is having to adjust to the other teams in the Big 12. She loves cross stitching, watching baseball, and cheering her son on in his endeavors. Carrye leads our new clients through the entire onboarding process, making sure our clients are transitioned into our high level of standards to ensure that financial statements are clean and most importantly, correct.
Gloria has worked in both public and private industries for over 30 years. From her experience as the Business Manager of a boutique law firm, to Director of Finance for a leading non-profit arts organization, she brings to the table the ability to collaborate and make your numbers real and tell the story of your company, all while minding the intricate rules surrounding IRC 280E and 471. She currently sits as Treasurer on the board of The Arts in Guthrie, OK. She is an avid photographer, loves to travel, creating zen, and spending time with friends and family.
Katie works primarily with all clients' payroll and sales tax processing. She handles day-to-day payroll, quarterly reporting, and tax filings. When she's not issuing pay stubs, you can find her at the lake surfing, working out, or cheering on her race car driver husband!
Katie Stretch, a native of Alaska, now calls El Paso, TX her home. Equipped with an Associates Degree in Business Administration, focusing on accounting, she has accumulated a wealth of knowledge through her extensive 20-year career in accounting, collaborating with a wide range of industries. During her leisure time, Katie finds intrigue in the world of true crime, and she cherishes the moments spent with her three daughters.
Job Titles:
- CERTIFIED PUBLIC ACCOUNTANT
Lisa A. Vachon is a C.P.A. actively licensed in both Florida and Massachusetts. She has been in the accounting and tax industry for 34+ years and a Certified QuickBooks ProAdvisor for 20 years. She graduated from Westfield State University with a Bachelor's degree in Accounting in 1999 and American International College with a Master's in Accounting and Taxation in 2002. While working in public accounting, Lisa also taught tax and accounting courses at both the high and college levels. During that time, she earned her Massachusetts teaching certificates in Business (grades 7-12) and Special Education (grades K-12). This experience allows Lisa to work closely with her clients in a collaborative relationship that helps them to understand their tax and financials better. In 2019, Lisa became a medical marijuana patient with the help of her primary care physician and her holistic medical doctor. Because of the success of her cannabis regimen, Lisa was motivated to move into the cannabis industry using the skills and education that she had. When Lisa is not working, she can be found reading, crafting, fishing with her husband of 26 years or just spending time with her family, friends and her four-legged children.
Job Titles:
- CERTIFIED PUBLIC ACCOUNTANT
Nicholas Meyers is an experienced accounting and finance professional with over 20 years in various industries including agriculture and manufacturing. He is a Certified Public Accountant (CPA) in Oklahoma and holds a Master of Accountancy degree from the University of Oklahoma. Nicholas is a proven leader in the development of organizational structures, capital investment, and software implementations.
Patty has a Bachelors Degree in Interdisciplinary Studies of Mathematics, Psychology, and Education from Oklahoma Baptist University. She is currently working on her Accounting Degree at University of Texas at Tyler and will graduate in May 2023. She has been working and teaching Quickbooks for over 20 years. When not working she enjoys cross-stitching, quilting, and spending time with her husband, family, and her two wonderful granddaughters.
Richard is a retired Vietnam Air Force veteran with 52 years of marriage and two accomplished accountant daughters. He had a successful 31-year career in electronics manufacturing engineering. Since 1985, Richard has been a tax preparation expert with a Master of Science in Taxation Degree. He owned and operated retail tax preparation businesses in Tennessee and Texas. Passionate about travel, he has explored 41 states and Canada in his motorhome, using it as a base for volunteer work. Richard also enjoys freshwater and ocean fishing.
Rose Taylor is a well-experienced accountant with abundant professional experience in varying industries. Since she was young, she has always had an interest in all things business and quickly noticed her organic accounting capabilities. Rose graduated from the University of Oklahoma with a BBA in Business Management. Since then, she has worked with public and private companies ranging from small businesses to multi-million dollar corporations. Rose is no stranger to the cannabis industry; she loves the challenges it brings. She loves pursuing new knowledge, collaborating, and using her creative problem solving skills to set herself apart from other business professionals. Over her career, she has owned multiple businesses and had vested partnership interests in retail, e-commerce, and real estate companies.
As an Enrolled Agent and accountant for the past 17 years, Rose's entrepreneurial experience and exposure to companies of all sizes provides her with a unique perspective compared to most in the industry. She brings exceptional knowledge to the table when it comes to advising and representing her clients' best interests.
Steven VanCauwenbergh is a serial entrepreneur and author who has built (and sold!) several businesses in the service-based industries of music, bridal, B2B, and real estate investing. His strengths are teaching entrepreneurs systems to help increase their capacity, scaling your business, and thinking outside the box. Steven works to create long-term value for our clients through marketing, strategies, and utilizing outside relationships to make your business better!