Kelley J. Schubert, CPA, CFP
Kelley founded Schubert & Company in 1999 after gaining 11 years of experience in public accounting serving the investment and tax needs of successful families. Kelley has over 10 years of experience in oil and gas operations, and is an oil and gas tax and investment specialist. Kelley is licensed as both a Certified Public Accountant and a Certified Financial Planner™.
Kelley is a 1988 graduate of Abilene Christian University. When he is not spending time with his wife Robin and their son Westley, Kelley enjoys teaching bible class, coaching his son’s athletics, and engaging in most outdoor sports. Kelley, Robin and Westley live in Fairview, Texas, with their two beagles, Lucky and Lady.
Beth A. Livingston, CPA
Beth Livingston is our income tax mitigation specialist. Principally responsible for all accounting and tax matters at Schubert & Company, she began working with Kelley in July of 2001. Beth holds a Masters degree in Accounting from the University of North Texas. She is a licensed CPA and a member of the American Institute of Certified Public Accountants.
Beth lives in Frisco with her husband Jeff, youngest son Jacob, and their basset hound, Bevo. She has three older children and one granddaughter. Beth is involved in her church and enjoys reading, shopping, and spending time with family and friends.
Kevin A. Nelson, CPA, CFP
Kevin has been with Schubert & Company, Inc. as a Family Wealth Advisor since November of 2006. He has over ten years of experience in the accounting profession, including seven years in public accounting. Kevin is currently licensed as both a Certified Public Accountant and a Certified Financial Planner™. His passion is to serve the financial needs of individuals and make a difference in their lives.
Kevin earned a BBA degree in Accounting and Finance and a Master of Accountancy degree from Abilene Christian University. Kevin enjoys spending time with his wife Emily and their two children, Grace and Caleb. He is involved in his church and enjoys playing golf, running, and other outdoor sports.