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Sam Cates, CPA

Sam Cates

Business Experience
Sam oversees our Business Support Services and Payroll departments. He joined JRBT in 2010 after starting his career at Pattillo, Brown & Hill where he became a manager in the audit department. Sam assists businesses of every size with payroll, accounts payable, receivables and tax reporting.

Education

  • Baylor University, Waco, Texas
  • Bachelor of Arts, Psychology

Certification
Certified Public Accountant licensed in Texas

Professional Associations

  • American Institute of CPAs
  • Texas Society of CPAs
  • Central Texas Chapter of the Texas Society of CPAs

Contact
Sam_Cates@jrbt.com
Direct: 254.761.1625
Main: 254.776.4190

Diana L. Ward, CPA

Diana Ward

Business Experience
Diana began her accounting career at JRBT in 1989. She is experienced in the engagement and management of audits of life, property and casualty insurance companies, city governments, pension plans, independent school districts, non-profits, manufacturing, and wholesale businesses. She’s also active in the community, lending her expertise to several charitable organizations, including Habitat for Humanity.

Education
Baylor University, Waco, Texas
BBA Summa Cum Laude Accounting, 1989

Certification
Certified Public Accountant licensed in Texas

Professional Associations

  • American Institute of CPAs
  • Texas Society of CPAs
  • Central Texas Chapter of the Texas Society of CPAs
  • Government Finance Officers Association
  • Texas Association of School Business Officials

Community Involvement

  • Treasurer, Board of Directors, Waco Habitat for Humanity
  • Treasurer, Board of Directors, Avance-Waco, Inc.
  • Banking Committee, American Cancer Society – Waco Cattle Baron’s Ball
  • Member, First Baptist Church, Hewitt, Texas

Contact
Diana_Ward@jrbt.com
Direct: 254.761.1624
Main: 254.776.4190

James A. Therrell, CPA

Jim Therrell

Business Experience
Currently serving as Head of the Assurance Practice, Jim is a former partner of KPMG and is a founding shareholder of the firm. He has been with the firm, and its predecessors, since 1975. Clients rely on him to manage successful audits of life, property and casualty insurance companies, pension plans, not-for-profit entities, manufacturers and many other types of businesses.

Education
Baylor University, Waco, Texas
BBA, Accounting, 1975

Certification
Certified Public Accountant licensed in Texas
Life Office Management Association (FLMI)

Professional Associations

  • American Institute of CPAs
  • Texas Society of CPAs
  • Central Texas Chapter of the Texas Society of CPAs
  • Texas Legal Reserve Officers Association (TLROA)
  • Peer Review Committee—Texas Society of CPAs

Contact
Jim_Therrell@jrbt.com
Direct: 254.761.1619
Main: 254.776.4190

Kristy Davis, CPA

Kristy Davis

Business Experience
After starting her career in the Dallas office of Deloitte & Touche, LLP, Kristy joined our firm in 2001. Since then her audit experience has spanned insurance companies, colleges and universities, non-profits, manufacturers and employee benefit plans for a variety of businesses.

Education
Baylor University, Waco, Texas
BBA Magna Cum Laude in Accounting, 1999

Certification
Certified Public Accountant licensed in Texas

Professional Associations

  • American Institute of CPAs
  • Texas Society of CPAs
  • Central Texas Chapter of the Texas Society of CPAs

Contact
Kristy_Davis@jrbt.com
Direct: 254.761.1697
Main: 254.776.4190

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© Copyright Jaynes, Reitmeier, Boyd & Therrell, P.C. All rights reserved.
5400 Bosque Blvd Suite 500 Waco, Texas 76710
phone:254.776.4190

Hours:
Monday - Friday 8:00 am - 5:00 pm
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