Experience Counts

Licensed in two states, Connie serves a diverse mix of clients. She serves as head of the firm’s Tax Department and is experienced in tax planning and compliance for individuals, partnerships and corporations. She also has a strong working knowledge of estate, fiduciary and nonprofit taxation. Her strengths include dealing with corporations with complex state and international tax issues, as well as serving as the firm’s expert on fiduciary (trust) matters.

In 2018, Connie was also recognized as a top finalist for 2018 Waco Chamber ATHENA Leaders Award, which celebrates exemplary leadership to a local professional who has demonstrated excellence, creativity, and initiative in their profession.


Iowa Wesleyan College, Mt. Pleasant, Iowa
BA Degree in Accounting


Certified Public Accountant, licensed in Texas and Georgia

Professional Associations

American Institute of CPAs
Texas Society of CPAs
Heart of Texas Estate Planning Council

Community Involvement       

Caritas, Board of Directors; Past Treasurer, Current President


Email: Connie_Berry@jrbt.com

Direct: 254-761-1630

Main: 254-776-4190

Ready To Talk?
We're ready to listen.

Who We Are
Find out how we got started and about the values that define us.

Increase your decision -making power with our easy-to-use financial calculators.