Strategies for Affluent Families and Individuals
Saville has been working with affluent individuals, families, and entrepreneurs for over 60 years and specialize in strategies to help them meet their needs from beginning to end.
We believe each person and family is unique. Just as no two people are alike, there is no one strategy that fits everyone. Our goal at Saville is to be your essential partner in helping you navigate the business and regulatory environment. No matter what your goal is we are equipped to meet your needs. Typical services include:
This experience includes:
- Client Accounting & Advisory Services
- Tax Compliance & Planning
- Business Planning and Advisory
- Entity Structure Consultation
- Merger & Acquisition Consultation
- Estate Planning Services
- Private Client Services
- Pro Athletes and Broadcasters
Our work covers a broad range of industries to best serve each individual client. Typical clients include high-net-worth individuals, affluent families, closely held business entrepreneurs, and athletes/entertainers.
MANAGERS
Tax Manager
Adam Cain
Qualifications
EDUCATION
Bachelors of Science in Accounting - University of Texas at Dallas
Masters of Science in Accounting - University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Energy, Gift and Estate, Non-Profit Organizations, Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam began his public accounting career at Saville in 2021. His areas of focus include energy, non-profit organizations, and gift and estate. He also has experience working with affluent individuals and families, allowing him to provide practical, well-rounded tax advisory and compliance services across a variety of industries.
Outside of work, Adam enjoys watching movies, reading, playing/listening to music, and spending time with his wife and kids.
Tax Manager
Adam Nelson
Qualifications
EDUCATION
Bachelor of Business Administration in Accounting: Texas Tech University
Master of Science in Accounting: Texas Tech University
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Affluent Families & Individuals, Oil & Gas Taxation, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Adam started his career at Saville in 2020 after graduating from Texas Tech University and has gained a wealth of experience in tax planning and advisory for affluent families and individuals. His main areas of focus include oil and gas taxation, commercial and residential real estate, and investment partnerships. Adam works with clients not only to ensure compliance with federal and state tax laws, but to plan and execute comprehensive tax planning strategies.
Outside of work, Adam enjoys golfing, cheering on the Red Raiders and DFW sports teams, and spending time with his wife and family.
Tax Senior Manager
Andrew P. Bender
Qualifications
EDUCATION
BBA Accounting – Texas A&M University
MS Financial Management – Texas A&M University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services, Affluent Families and Individuals, Real Estate, Cryptocurrency & Digital Asset Taxation
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning and Advisory, Business Advisory Services & Compliance
Background
Since joining Saville CPAs & Advisors in June 2019, Andrew has provided tax and advisory services to professional service entities and affluent families. His primary focus is on professional service entities, investment partnerships, and helping businesses and affluent individuals create and implement efficient tax strategies. Andrew's experience and knowledge of tax planning and entity structure allow him to advise clients in a variety of consulting areas, including cryptocurrency taxation and digital assets.
In his free time, Andrew enjoys traveling, spending time with his wife, and playing volleyball and pickleball.
Tax Senior Manager
Brandon Horton
Qualifications
EDUCATION
Bachelor of Science in Accounting Louisiana State University - Shreveport
CERTIFICATIONS
CPA, CVA (Certified Valuation Analyst)
PROFESSIONAL ASSOCIATIONS
AICPA, LCPA (Society of Louisiana Certified Public Accountants), NACVA (National Association of Certified Valuators and Analysts)
MARKETS OF EXPERTISE
Finance, Healthcare, Affluent Families and Individuals, Insurance, Not-for-Profit, Oil & Gas, Real Estate, Retail and Transportation
SERVICE AREAS OF FOCUS
Tax Compliance and Planning
Background
Brandon Horton, CPA, is a Tax Manager specializing in individual, business, nonprofit, and fiduciary tax, as well as high net worth planning and consulting. Previously a Tax Partner at a Louisiana firm, he has been an essential partner across various industries, including energy, healthcare, affluent families and individuals, and real estate. Brandon has significant experience in merger and acquisition engagements, having worked on enterprise sales exceeding $100 million in roles that included tax structuring and valuation.
In 2018, the Shreveport Chamber of Commerce nominated him for the 40 Under 40 award, recognizing his professional achievements and community service. He has served on the Louisiana Advisory Council on Mental Health, advising the Louisiana Department of Health and Hospitals on allocating federal resources for mental health programs. His commitment to community impact extends to nonprofit organizations such as The Council on Alcoholism, Samaritan Counseling Center, and Rotary International, where he has focused on initiatives to address permanent housing needs for people experiencing homelessness.
Brandon enjoys coaching youth boxing in the Dallas area in his free time and loves hiking and traveling with his wife and their daughter.
Tax Senior Manager
Caroline Dace
Qualifications
EDUCATION
B.A. in Accounting – University of Mississippi (Ole Miss)
Master’s in Accounting - University of Mississippi (Ole Miss)
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
TXCPA, AICPA
MARKETS OF EXPERTISE
Affluent Families and Individuals, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Caroline primarily focuses on affluent families and individuals, as well as a variety of industries including real estate, construction, professional services, energy, and others. She started her career at PwC in the audit department, where she worked on several fortune 500 public company audits. Caroline enjoyed the learning experience, but knew that tax is where she ultimately wanted to focus. Caroline joined the tax department at Saville in January 2018 and has not looked back. Caroline’s experience with a variety of industries allows her to advise clients in a number of consulting areas with expertise and care.
Caroline and her family live in Fort Worth. When not working, her hobbies include spending time with her husband and young children, getting together with friends and family, spending time outside, and cheering on the TCU frogs.
Tax Manager
Celeste Grande
Qualifications
EDUCATION
Bachelor of Science in Accounting- College of Staten Island
Bachelor of Science in Finance- College of Staten Island
CERTIFICATIONS
Certified Public Accountant, New York
Certified Public Accountant, Florida
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
MARKETS OF EXPERTISE
Entrepreneurs and Affluent Families & Individuals, Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Celeste has over 20 years of diversified tax experience in both public and private industries, specializing in closely held corporations and affluent entrepreneurs. Her expertise in tax compliance and advisory services complements her ability to strategically deliver effective outcomes that support clients’ goals. She prides herself on building long-lasting client relationships by taking the time to understand their needs and objectives and developing tailored plans of action to support them.
Outside of work, Celeste enjoys spending time with her husband and two children, catching up with friends, reading, and cheering on her kids at their various extracurricular activities.
CAAS Senior Manager
Courtney Schweizer
Qualifications
EDUCATION
BA Applied Finance & Accounting · Milligan University
BA Humanities · Milligan University
Master in Professional Accounting · University of Texas
CERTIFICATIONS
Certified Public Accountant, Texas
QuickBooks Certified
MARKETS OF EXPERTISE
Energy, Real Estate and Construction, Affluent Families and Individuals
SERVICE AREAS OF FOCUS
CFO Services, Process & Operational Improvement, Business Advisory, Financial Affairs Organization
Background
Courtney joined Saville in 2026, bringing 17 years of industry experience spanning energy, construction, and family offices. Over the course of her career, she has supported multiple acquisitions and divestitures, as well as an ESOP transaction, providing valuable insight into complex business and financial operations.
Courtney lives in McKinney with her husband and two children. They are active members of Hope Fellowship. Most of her free time is spent enjoying kids’ activities and visiting out-of-town family and friends.
Tax Manager
Jessica Huffman
Qualifications
EDUCATION
Bachelor of Arts in Kinesiology: The University of Texas at Arlington
Master of Science in Accounting: Texas A&M- Commerce
CERTIFICATIONS
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
Texas Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Families and Individuals
SERVICE AREAS OF FOCUS
Tax Compliance
Background
Jessica began her accounting career at Saville in 2016. Her targeted experience is with Affluent Families and Individuals.
When she's not working, she enjoys coaching for her girls' youth sports team, traveling, and reading.
Tax Senior Manager
John Barrett
Qualifications
EDUCATION
BBA Accounting – Texas A&M University
MS Entrepreneurial Leadership – Texas A&M University
CERTIFICATIONS
Certified Public Accountant, Texas (CPA)
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants (AICPA), European American Chamber of Commerce (EACC)
MARKETS OF EXPERTISE
International Tax Advisory & Compliance, Affluent Families and Individuals, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
John began his public accounting career at Saville in June 2019. He primarily focuses on assisting multinational companies, investors, and wealthy families to optimize and comply with their United States tax obligations. As a part of Saville’s Global Advisory group, John advises US companies and individuals on their cross-border transactions and advises international clients entering the US market.
Through Saville’s membership in the European American Chamber of Commerce (EACC), John takes an active role in helping to promote and stimulate transatlantic business development between Europe and the United States. John also sits on the board of ChristLife Ministries, a non-profit that assists people in living the life Christ has called them to. In his free time, John enjoys playing sports, cooking, traveling, spending time in Budapest (his home away from home), and seeing his family and friends.
Tax Senior Manager
Julee Singh
Qualifications
EDUCATION
BS Accounting, Missouri Southern State University, Joplin, MO
CERTIFICATIONS
Certified Public Accountant – Texas
Certified Public Accountant - Kentucky
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Real Estate; Private Client Services (Affluent family units)
SERVICE AREAS OF FOCUS
Domestic Tax Compliance, Planning & Advisory
Background
Julee has over 10 years of public accounting experience. Her time has been spent servicing affluent families & individuals and small to mid-size businesses. Julee’s primary focus has been in tax compliance and advisory services within the real estate industry, but she enjoys helping clients from all walks of life.
Julee enjoys spending time with her family when she’s not working. They enjoy traveling and movie watching in their spare time.
Tax Manager
Katie Gilbert
Qualifications
EDUCATION
B.A. in Accounting · University of Texas at Tyler
Master of Accountancy · University of Texas at Tyler
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
AICPA
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Katie has been working in tax compliance and advisory services since beginning her career in 2020 at a mid-size public accounting firm. She knew early on in her career she wanted to continue to specialize in taxation and, while looking for a work-home that more aligned with her core values, joined the team at Saville in 2023. While she still works with several industries, her expertise focuses on affluent families & individuals and trusts & estates.
When not working Katie enjoys doing hot yoga, traveling, and taking her dog on fun adventures.
Tax Senior Manager
Matt Fox
Qualifications
EDUCATION
Master of Professional Accounting - University of Texas at Arlington
Bachelor of Arts English Literature - University of Texas at Arlington
CERTIFICATIONS
Certified Public Accountant, Texas
MARKETS OF EXPERTISE
Net-Worth Individuals, Energy, Affluent Families and Individuals, Non-Profit, and Professional Services, including Legal Firms, Attorneys, Healthcare Groups, Physicians & Entrepreneurs
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Matt joined Saville in 2019. He has over eight years of experience providing tax compliance and advisory services. He has experience in a variety of areas, including high-net-worth individuals, closely held businesses, professional services, and non-profit organizations. Matt is a native Texan who was raised in Arlington. He currently lives in Plano with his wife, Kari, and their two dogs. Matt enjoys reading, collecting vinyl, finding new and exciting dining spots, and traveling.
Tax Manager
Matt Hultberg
Qualifications
EDUCATION
Northern Illinois University - Bachelor of Science in Accounting
CERTIFICATIONS
Enrolled Agent
MARKETS OF EXPERTISE
Affluent Families & Individuals, Gifts, Estates, & Trusts, Retirement Plans, Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Gift and Estate Planning & Advisory
Background
Matt joined Saville in 2020 and has since developed deep experience helping affluent families and individuals navigate complex tax matters with clarity and confidence. His practice focuses on family limited partnerships, commercial and residential real estate, and gifts, estates, and trusts. Matt partners with clients not only to meet federal and state tax compliance requirements, but also to design and implement thoughtful, forward-looking tax planning strategies tailored to their goals.
Living in northern Collin County, Matt enjoys playing pickleball, cheering on his favorite Chicago sports teams, and spending time with his wife and daughter.
Tax Senior Manager
Matt Mettler
Qualifications
EDUCATION
Bachelor of Business Administration - Baylor University
Master of Accountancy - Baylor University
CERTIFICATIONS
Certified Public Accountant
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Energy, Affluent Families and Individuals, Professional Services, and Real Estate
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance
Background
Matt started his career at Saville in 2018. He has over seven years of experience providing tax compliance and advisory services. He has experience in a variety of areas including energy, affluent families and individuals, professional services, and real estate.Matt was born and raised in Texas and currently resides in Plano. He enjoys spending time watching sports, listening to music, and working out.
Tax Senior Manager
Nathan Byrd
Qualifications
EDUCATION
BA Accounting - Dallas Baptist University
MBA - Dallas Baptist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Individuals & Families, Estates & Trusts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services & Compliance, Estates & Trusts Planning & Compliance, Tax Research
Background
Nathan has been with Saville since 2020 and has over 7 years of experience in tax compliance and advisory services. His expertise focuses on Affluent Individuals & families, estates & trusts, and tax research. Nathan's experience and knowledge of tax planning and compliance allows him to advise and assist clients in a variety of areas. When Nathan isn't working, he enjoys being as active as possible and working out, reading, and watching movies and tv shows. He also enjoys spending time with family and friends.
PCS Senior Manager
Rebecca Crosby
Qualifications
EDUCATION
BBA Accounting - Southern Methodist University
MS Accounting - Southern Methodist University
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estates, Trusts and Gifts
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estates & Trusts Planning & Compliance
Background
Rebecca started her career at Saville in 2018 and has continued to grow her experience and exposure to trust, estate, and gift planning for her clients. Working in the private client services group, Rebecca works very closely with her clients to not only understand their financial needs but to assist in them achieving their family legacy goals. When Rebecca isn't working, she enjoys spending time with her husband and their two dogs as well as traveling, reading, and running.
Tax Senior Manager
Tanner McGill
Qualifications
EDUCATION
Bachelor of Science in Business Administration - Texas A&M University
Master of Science in Accounting - University of Texas at Dallas
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Affluent Families & Individuals, Real Estate, Non-Profit Organizations
SERVICE AREAS OF FOCUS
Tax Compliance, Business Advisory Services, State & Local Income Tax Planning & Compliance
Background
Tanner joined Saville in 2018 and has extensive experience with tax planning and compliance for individuals and multistate businesses. His expertise focuses on affluent entrepreneurs, real estate entities, and non-profit organizations. Tanner's experience in these industries has allowed him to advise clients on optimal entity structures and help implement tax minimization strategies.
In his free time, Tanner enjoys golfing, walking his two dogs, and traveling with his wife Kaytlin. He is a loyal fan to the Cowboys, Mavericks, and Aggies, which admittedly can be tough at times.
Tax Manager
Tony Breitenbuecher
Qualifications
EDUCATION:
BS Accounting – Portland State University
CERTIFICATIONS:
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
National Association of Enrolled Agents, Washington State Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Families & Individuals, Manufacturing & Distribution, and Professional Services
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Business Advisory Services, State & Local Income Tax Compliance & Consulting
Background
Tony joined Saville in 2021 after working at a large Portland-based CPA firm for several years. He has extensive experience with tax planning and compliance for individuals and multistate businesses. Tony's expertise focuses on helping affluent entrepreneurs create and implement tax minimization strategies. He also has a wide range of experience in addition to his primary areas of focus, including technology, construction, and real estate.
Originally from Dallas, Texas, Tony lives in the Columbia River Gorge. In his free time, he enjoys mentoring young accountants through speaking engagements and participates in Portland State University's Accounting Mentor Program at his alma mater. Tony also enjoys going on walks with his dog and traveling with his wife, Emma. He remains a loyal Cowboy fan, despite living in Seahawk territory.
Tax Director
Tonya Braz
Qualifications
EDUCATION
B.A in Sociology & Criminal Justice from Stephen F. Austin State University
CERTIFICATIONS
Enrolled Agent
PROFESSIONAL ASSOCIATIONS
National Association of Enrolled Agents, Texas Society of Enrolled Agents
MARKETS OF EXPERTISE
Affluent Individuals & Families, Estate & Trust, Non-Profit Organizations
SERVICE AREAS OF FOCUS
Tax Compliance, Estates & Trusts Compliance, Tax Planning & Advisory
Background
Tonya recently joined Saville and has over 14 years of experience in tax compliance and advisory services. Tonya has worked with a variety of affluent families & individuals, trusts, family partnerships, and non-profit organizations.
Tonya lives in Sunnyvale with her husband and two daughters. When Tonya isn't working, she enjoys spending time with family and friends, reading, and watching movies."
CAAS Senior Manager
Will Bevill
Qualifications
EDUCATION
BBA in Accounting - Dallas Baptist University
MBA in Accounting - Dallas Baptist University
CERTIFICATIONS
Certified Public Accountant (CPA), Texas
QuickBooks Certified
PROFESSIONAL ASSOCIATIONS
Texas Society of Certified Public Accountants
American Institute of Certified Public Accountants
MARKETS OF EXPERTISE
Professional Services, Real Estate Development & Investment, Affluent Families & Individuals
SERVICE AREAS OF FOCUS
Business Advisory, Outsourced CFO Services, Financial Reporting & Analysis, Process Improvement & Automation, Cash Flow Planning & Management
Background
Will joined Saville in 2019 and provides outsourced CFO, financial reporting, and strategic business advisory services to professional service firms, real estate developers and investors, and affluent families and individuals. He is passionate about helping clients bridge the gap between financial information and business operations, enabling them to make informed decisions and achieve their long-term goals.
Will and his wife live in Mansfield, Texas, with their two sons. They enjoy spending their free time traveling, boating on Lake Lewisville with family and friends, and exploring local coffee shops together. They are active at Rush Creek Church, where they invest their time serving and building community.