Patrick Beaird

CPA, PFS

Board Member

Pat is the managing shareholder and co-founder of Beaird Harris & Co., P.C. With extensive experience in complex tax matters and a background in advanced estate planning, Pat works with closely-held businesses and high net worth individuals, with a particular emphasis in health care. He combines his extensive background in tax with a strong resume in wealth management to help clients structure their business and personal lives for the objective of achieving and maintaining financial independence.

Pat received his B.B.A. degree in accounting from Texas A&M University. He is a member of the Financial Planning Association, the American Institute of Certified Public Accountants, and the Texas Society of CPAs.

Pat and his wife Colleen enjoy spending time with their three grown daughters. He enjoys hunting and the outdoors.


Education &
Designations

  • Texas A&M University
    B.B.A. Degree in Accounting  

Affiliations &
Community Service

  • Financial Planning Association – member
  • American Institute of Certified Public Accountants – member
  • Texas Society of CPAs – member

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