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Lisa Patterson, M. Ed
Education
Master of Education, University of Texas at El Paso
Bachelor of Education, University of Texas at El Paso
30 post-graduate hours in Educational Administration
Professional Summary
Lisa Patterson is the program manager for Texas A&M AgriLife Extension Tax Workshops.
This program has been providing quality tax workshops at reasonable prices for professionals in Texas for the past fifty years. The learner-focused topics have included general income tax updates, advanced tax content, and agricultural tax issues.
As an educator for more than twenty-five years, it has been Mrs. Patterson’s mission to equip others with the building blocks to success. She uses her knowledge and skills to support people, programs, and partnerships. Through a cyclical approach she plans, monitors, and evaluates the tax workshop program with a focus on how to better serve the community.
Catherine Ozment, C.P.A.
Education
Bachelor of Business in Accounting, University of Texas at Houston
Professional Summary
Catherine, the founder of CLO CPA and Farm + Ag CPA, began her journey in accounting as the Controller at Twisted X Boots, a cowboy boot company. Her responsibilities included bookkeeping, budgeting, banking, and forecasting. This role ignited her entrepreneurial spirit, leading her to establish her CPA firm in 2011. Over the years, she acquired three accounting firms to expand her business. With a client base of 1,300, her primary goal is to offer value-added services. Catherine and her team of 15 employees are dedicated to fostering personal connections with every client who walks through their doors.
Herb Wiebe, E.A., C.F.P.®
Education
Master of Counseling, Adam State University
Bachelor of Psychology and Biblical Studies, Tabor College
Professional Summary
Herb Wiebe partnered with Pathfinder Financial Services in February of 2016. He is an Enrolled Agent (EA), CFP® and Investment Advisor Representative serving clients with financial planning, investment, insurance and tax preparation needs.
Herb spent 10 years working in higher education as a Soccer Coach, Admissions Counselor, and Financial Aid Representative. He also served his church as a Youth Pastor for four years prior to relocating to El Paso, TX in 2015. Herb has been married to his wife Jenae since 2001 and they have three children and a dog.
Scott Youngblood, C.P.A, J.D.
Education
Juris Doctorate, South Texas College of Law
Master of Business Administration, Texas A&M University
Bachelor of Science in Forestry, Texas A&M University
Professional Summary
Scott Youngblood is a highly experienced Certified Public Accountant and attorney with his business located in Pearland, Texas. Scott is licensed to practice law in Texas and in the United States Tax Court.
He provides accounting services specializing in tax planning and preparation for individuals, partnerships, corporations, estates and trusts, business consultations, and payroll services. Most of Scott’s legal representation consists of IRS litigation, issues with the Texas Comptroller and TWC, business contracts, setting up business entities, and wills and probate.
Scott is an Adjunct Professor with the University of Houston – Clear Lake where he teaches business federal income tax. He sits on the board of HCA Houston Healthcare Pearland Board of Trustees and has served as Treasurer on the Pearland Chamber of Commerce Board of Directors. He has taught tax seminars and estate planning for the Pearland Small Business Development Center with emphasis on tax implications, types of wills and the probate process and guest lectured for various Tax, Business Law and Healthcare Law courses.
Scott and his wife, Rosemary, enjoy spending time at their ranch in Caldwell, TX with their adult children, grandchildren and extended family and friends. He takes joy in international travel and is an avid outdoorsman.
