Originally founded as Daniels & Company in December 1992, we became Daniels & Erickson, P.C. on January 1, 2001. Since the beginning, we have established long-standing relationships with our valued clients encompassing industries including construction, entertainment & film, financial markets & services, insurance, manufacturing, medical, oil & gas, real estate, sports, and technology.
Daniels & Erickson’s founders laid the groundwork for a singular office rooted in small-firm values and large-firm technical knowledge. The carefully selected members of our team have distinctive skill sets and personalities that make up the core of our firm. Every member of the D&E family adds in-depth understanding of a specialized field, varied areas of expertise, and signature personality quirks – all underlined by a desire to serve every client with excellence.
CPA
Founder, Shareholder Emeritus
CPA
Director
CPA
Manager
CPA
Manager
Joined us:
March 2009
Retired
December 2021
Joined us:
April 2006
Joined us:
December 2019
D. Clay Daniels
Dustin A. Bond
Mahrukh K. Akhtar
Lindsay A. Carlson
CPA
Shareholder
Joined us:
January 2020
Marci L. Douthit
CPA, CFE
Shareholder, Chairman
Jonathan F. Erickson
Joined us:
January 1996
Joanna D. Abraham
Joined us:
February 2025
Rachael D. Heiter
Joined us:
February 2025
CPA
Manager
Jane M. Kleid
Joined us:
January 1997
CPA
Advisor Emeritus
Eric L. Kline
RETIRED:
DECEMBER 2025
Suzanne Y. KlinE
Joined us:
August 2024
CPA, CFP®
Director, Head of Tax
Maria E. Lozano
Joined us:
February 2006
CPA
Manager
Shannon M. Mcdonald
Joined us:
June 2020
Client Support Manager
Jennifer L. Hurley
Joined us:
February 2019
Administrative Assistant
Samantha N. Killingsworth
Joined us:
June 2024
Le T. Ho
Joined us:
January 2025
CPA
Director
Diana M. Moog
Joined us:
January 2006
SPHR
Human Resources Director
Karin N. Mitchell
Joined us:
September 2024
CPA
Manager
Mary E. Mckenzie
Joined us:
November 2001
Practice manager
Sharon E. Mctaggart
Joined us:
September 2004
Jennifer E. Petty
Joined us:
March 2025
Administrative Support Manager
CPA, CFP®
Managing Shareholder
Michael C. Pendleton
Joined us:
January 2008
Brayan Patino Hernandez
Joined us:
January 2024
CPA, CFP®
shareholder
David L. Nelson
Joined us:
November 2001
Amy M. Stafford
Joined us:
March 2006
CPA
Manager
Sarah E. Smith
Joined us:
February 2025
CPA
Senior Manager
Heather P. Smith
Joined us:
June 2025
CPA
Director
JD, CPA
SENIOR ADVISOR
David j. Piscitelli
RETIRED:
DECEMBER 2025
CPA
Shareholder
Kimberley L. Trant
Joined us:
August 2023
Manager
Jessie K. Varghese
Joined us:
April 2024
CPA, EA
Manager
Lily G. Winnett
Joined us:
February 2022
M.S., University of North Texas
B.S., University of North Texas
Education
Joanna D. Abraham
Estate and Gift
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate
areas of practice
B.B.A., University of Guelph-Humber
Education
Mahrukh K. Akhtar, CPA
Manager
Insurance
Offshore
Payroll, Property, & Sales/Use
SEC Registered
M.P.A., University of Texas at Austin
B.B.A., Texas A&M University Corpus Christi
Dustin A. Bond, CPA
areas of practice
Education
Director
Family Office
FLPs and Trusts
High Net Worth Individuals
Real Estate
M.S., Texas A&M University
B.B.A., Texas A&M University
Lindsay A. Carlson, CPA
Education
areas of practice
Manager
Manufacturing
Medical
Oil and Gas
Real Estate
Estate and Gift
Family Office
High Net Worth Individuals
Insurance Agencies
areas of practice
M.S., Texas Tech University
B.B.A., Texas Tech University
Education
Marci L. Douthit, CPA
Shareholder
Insurance Services
Investment Partnerships
Medical
Oil and Gas
Real Estate
Construction
Estate and Gift
Family Office
FLPs and Trusts
High Net Worth Individuals
areas of practice
M.T.S., University of Dallas
M.S., Texas A&M University
B.B.A., Texas A&M University
Education
Jonathan F. Erickson, CPA, CFE
Mr. Erickson joined the firm in January 1996. Mr. Erickson’s comprehensive background provided a robust foundation for his specializations in financial consulting, tax consulting, and compliance services. Clients served include closely held businesses, high net worth individuals, and public companies from a wide range of industries, including high technology, insurance, manufacturing, medical, oil and gas, real estate, reinsurance, software, and sports.
Before joining Daniels & Company in January 1996, Mr. Erickson gained valuable experience at Ernst & Young for six years, where he provided tax consulting services as International Tax Manager for large publicly traded international and multi-state corporations.
Shareholder, Chairman
A.S., Southern New Hampshire University
Education
Rachael D. Heiter
M.S., University of Cincinnati
M.S., University of South Carolina
B.S., International University, Vietnam
Education
Le T. Ho
B.A., University of North Texas
A.A., Victoria College
Education
Jennifer L. Hurley
Client Support Manager
Client Accounting and Advisory Services
Family Office
High Net Worth Individuals
Oil and Gas
Payroll, Property, & Sales/Use
areas of practice
B.A., Illinois Wesleyan University
Education
Jane M. Kleid, CPA
Manager
Family Office
FLPs and Trusts
High Net Worth Individuals
Oil and Gas
Education
Maria E. Lozano, CPA, CFP®
areas of practice
M.S., Texas A&M University
B.B.A., Texas A&M University
Director, Head of Tax
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate
M.S., Texas Tech University
B.B.A., Texas Tech University
Education
Shannon M. McDonald, CPA
areas of practice
Manager
Accounting
Oil and Gas
Real Estate
areas of practice
M.B.A., University of Texas at Arlington
B.B.A., Texas Christian University
Education
Mary E. McKenzie, CPA
Manager
Sharon E. McTaggart
Practice Manager
MBA, Strayer University
B.A., Rutgers University
Education
Karin N. Mitchell, SPHR
Human Resources Director
Accounting
Family Office
High Net Worth Individuals
Real Estate
areas of practice
B.B.A., Texas Tech University
Education
Diana M. Moog, CPA
Director
Family Office
FLPs and Trusts
High Net Worth Individuals
Investment Management and Financial Planning
Tax Planning
areas of practice
B.S., Northern Arizona University
Education
Shareholder
David L. Nelson, CPA, CFP®
Mr. Nelson joined the firm in November 2001. Mr. Nelson provides financial planning and tax planning as well as tax preparation services to high net worth individuals, trusts, and family limited partnerships.
His past experience includes six years between Ernst & Young and PricewaterhouseCoopers, where he provided corporate executives and individuals with investment, compensation, retirement, tax, estate planning, and tax preparation services—skills which have all served him well at Daniels & Erickson.
M.S., University of North Texas
B.S., University of North Texas
Education
Brayan Patino Hernandez
Family Office
FLPs and Trusts
High Net Worth Individuals
Investment Management and Financial Planning
Tax Planning
M.P.A., University of Texas at Austin
B.B.A., University of Texas at Austin
Education
Mr. Pendleton joined the firm in January 2008. Mr. Pendleton provides financial planning and tax planning as well as tax preparation services for individuals, trusts, estates, and family entities.
Prior to joining the firm, Mr. Pendleton spent seven years in the Personal Financial Services group at PricewaterhouseCoopers, LLP. While there, he provided corporate executives and high net worth individuals with investment, retirement, and tax planning as well as tax compliance services.
Managing Shareholder
areas of practice
Michael C. Pendleton, CPA, CFP®
Closely Held Businesses
Family Office
FLPs & Trusts
High Net Worth Individuals
Real Estate
areas of practice
B.B.A., Texas A&M University
Education
Heather P. Smith, CPA
Director
Family Office
High Net Worth Individuals
Investment Partnerships
areas of practice
M.S.A., Southern Methodist University
B.B.A., Southern Methodist University
Education
Sarah E. Smith, CPA
Senior Manager
Client Accounting and Advisory Services
High Net Worth Individuals
areas of practice
B.S., Oklahoma State University
Education
Amy M. Stafford
Manager
Family Office
High Net Worth Individuals
FLPs and Trusts
Closely Held Businesses
Real Estate
areas of practice
B.B.A., Texas A&M University
Education
Kimberley L Trant, CPA
Shareholder
Family Office
High Net Worth Individuals
Investment Partnerships
Real Estate
Trusts
areas of practice
B.S., Long Island University
Education
Jessie K. Varghese
Manager
M.S., University of North Texas
B.A., Louisiana State University
Education