Gary joined Cornwell Jackson in 1983. Along with being in charge of tax services and Legacy Wealth Management for the Dallas office, Gary serves as the managing partner and president, leading strategic planning and practice development for the firm.

He provides specialized business succession and tax services to companies in the manufacturing, distribution and technology industries with a focus on steel service centers, architectural metals firms, and software and gaming developers.

Throughout his career, Gary has helped many companies meet and exceed their financial goals. His successes include working with a technology company to restructure, realign and sell their business resulting in a 4,200% return on investment (ROI). Gary also assisted in negotiations allowing a closely-held distribution company to make financial and management adjustments that generated a growth curve of 300% in three years, which ultimately resulted in their management team selling the business to a multi-national competitor for a profit.

Prior to joining Cornwell Jackson, Gary worked with Arthur Andersen & Company, serving in the audit and tax services department as a member of the oil and gas industry team. Gary’s extensive experience in public accounting, paired with his passion for helping business owners improve their companies, makes him an invaluable asset to his clients.

Gary frequently presents Open-Book Management at Inc. Magazine’s annual manufacturing seminar and is a regular speaker on Business Succession at North Dallas Chamber of Commerce events. Gary can also be seen speaking about consulting services on a popular webcast by Results Accounting Systems. He is a member of the BKR International Tax Committee and the High Net Worth Families/Estate Planning Committee.

  A former certified valuation analyst, Gary is also a member of the Association for Corporate Growth and the Alliance of Mergers and Acquisition Advisors. He also serves as the Dallas area director for Lexbridge International Mergers and Acquisitions Group, the strategic advisor to BKR International for mergers and acquisitions. Gary is certified as a Personal Financial Specialist (PFS) and member of the AICPA Personal Financial Planning (PFP) section.

Gary grew up in Richardson, Texas, and currently resides in Prosper with his family. Both of his parents were educators, heavily influencing his lifelong commitment to learning. In his spare time, Gary enjoys golfing, fishing and volunteering with a ministry that targets inner city spiritual and economic development.

Joining Cornwell Jackson in 2001, Scott was admitted to the partnership four years later. Currently, he oversees audit services and serves as the firm’s partner in charge of recruiting, sales, marketing and retention efforts. In this role, Scott manages audit engagements, ensures exceptional client service and oversees approximately 10 team members.

Along with a focus on financial statement audits for middle-market companies, including SEC registrants and privately-owned businesses, Scott provides financial statement audits of benefit plans for companies ranging from 100 to 7,000 employees. His unique background has made him an expert in working with companies in the technology, service, transportation, construction, manufacturing, retail and distribution industries.

Scott began his career in 1992 as a staff accountant with The Williams Companies. Prior to joining Cornwell Jackson, Scott worked in the private sector as a corporate controller for ComSpace Corporation and has spent time with Ernst & Young, LLP as an audit manager and Deloitte & Touche, LLP as an audit senior.

Inspired by his parents’ success and passion for their careers, Scott is driven to make a difference. He enjoys building close relationships with his clients, bringing a high level of personal service and attention to every customer. Scott brings a true passion for learning to Cornwell Jackson and is motivated by the constant pursuit of knowledge and discipline necessary to be an effective accounting services provider.

Scott currently resides in McKinney, Texas, with his wife and two children. His interests include his family and faith. In his free time Scott enjoys golfing, reading and running.

Robert joined Cornwell Jackson in early 2007 as the managing director of the firm’s financial planning practice Legacy Assurance Wealth Management, L.P. (Legacy Wealth Management). As the leader of the practice, Robert provides comprehensive financial planning services for the firm’s wealth management clients, specializing in designing, implementing and maintaining comprehensive financial plans for clients with the goal of maximizing their personal net worth.

Robert’s primary areas of expertise include investment planning and income management. By working closely with his clients, Robert adapts his services and approach to achieve their unique goals for financial success, creating customized investment portfolio strategies and solutions that meet each client’s individual need.

In addition to his role as managing director of the firm’s financial planning practice in the Dallas area, Robert is also the managing director of the firm’s Legacy Wealth Management office located in Houston, Texas. Beginning his career in financial planning in 1988, his prior work experience includes six years in the Treasury Department of Pennzoil, where he monitored cash flow receipts and disbursements for the Fortune 500 Corporation.

Robert, his wife Margaret and their three children reside in New Caney, Texas. In his spare time he enjoys running, golfing, traveling and participating in church-related activities.