About Us

 

Luca Financial is a boutique accounting firm dedicated to serving small to medium-sized businesses. We specialize in tax strategy and consulting services to maximize your income.

Services:

  • Tax
  • Consulting
  • Start up
  • Accounting

We have found that our experience and focus have allowed us to fully understand your business in its entirety and therefore provide you with the best knowledge available to help you grow your business and reduce your tax liabilities.

What sets Luca Financial apart:

  • Individual tax and accounting services
  • Public corporate CFO knowledge compared to private practice and small business accounting
  • Advanced tax planning
  • Value-based pricing vs hourly
  • Education

Meet Our Team

Brett C Arnold, CPA, MAcc

As President of Luca Financial, Brett Arnold has committed his career to working with Small Business Owners and Entrepreneurs, with a focus on providing Fractional CFO and Tax Planning services. Brett’s passion is to help each client grow their business, minimize their tax liability, and truly understand what story their financial statements are telling.

Prior to this role, Brett spent more than 10 years working with global corporations in many capacities, mostly handling complex accounting and financial reporting. In addition to Luca Financial, Brett also serves as Adjunct Professor for various universities where he teaches Accounting and Finance courses. With this experience, he has developed a comprehensive team and is extremely knowledgeable about the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.

Brett holds a Master of Accountancy (MAcc) from The University of Tulsa and a Bachelor’s Degree in Management from Evangel University. Additionally, he is also a Certified Public Accountant (CPA), holding licenses in Texas and Oklahoma.

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Austin Puryear, CPA, MAcc

As a Managing Partner overseeing Client Accounting Services, Austin works to ensure that all Luca clients are provided valuable, insightful, and impactful services to understand and improve both their business and individual finances.

He began his career in public accounting as part of a Big 4 global firm. He then spent over 10 years in the industry working for a variety of companies
ranging from Fortune 100 to small startups. His experience includes public utilities, manufacturing, construction, financial services, and banking. Most recently, Austin was regional controller for a publicly traded US aggregates corporation and was responsible for reporting and SOX compliance.

He has a passion for helping clients better understand their business through the lens of accounting. Austin is a CPA and holds a Master of Science in Accountancy from the University of Notre Dame and A Bachelor of Business Administration from Baylor University.

Jordan Arnold

Jordan works as the Client Success Manager at Luca Financial. She utilizes her exemplary organizational and administrative skills to keep our clients and team on-task and always moving forward. She has an attention to detail and an eye for accuracy that serve her well in this role.

Before joining Luca Financial, Jordan owned her own small business, an upscale women’s clothing boutique. Additionally, she has served as a personal stylist and buyer for Nordstrom in Dallas & Chicago where she worked with high-net-worth clients. Jordan leverages both her customer service experience and her entrepreneurial spirit to provide an invaluable service to Luca!

When she isn’t working, Jordan spends her time with her husband and their two boys… either at the ball fields or knee-deep in legos! Jordan holds a Bachelor’s Degree in Fashion Merchandising from Missouri State University.

Daniel McGowan

As a Fractional CFO at Luca Financial, Daniel McGowan works to ensure his clients’ books are in order and that they understand the health of their companies so that they can make the best decisions possible, as well as helping them to plan ahead.

Before joining Luca Financial, Daniel was the Business Manager of a church and school located in the suburbs of New Orleans. Here, he completed the accounting process from start to finish with invoicing and tuition collection to month-end reconciliations to meet with his finance council regarding the financial health of the organization. Before that, he had worked as an Accounting Associate for a New Orleans-based property management company where he handled the accounts relating to hundreds of units in the New Orleans and Bay St. Louis areas. Daniel spends his downtime with his wife and two children along with their cat and three dogs.

Daniel holds a Bachelor’s Degree in both Accounting and Business Administration from The University of New Orleans and is currently preparing for the CPA Exam.

Angel Gonzalez, MAcc

Angel works as a Senior Tax Advisor at Luca Financial. He thrives on solving complex tax problems, providing solutions to his clients, and proper implementation of the code for tax planning. 

Before joining Luca Financial, Angel was a senior tax consultant for a Big 4 global firm. His experience ranges from tax compliance within investment management in private equity, consolidated and non-consolidated corporations, and high net-worth individuals. When Angel isn’t working, he enjoys spending time with his two young daughters and running long distances.

Angel holds a Master of Accountancy (MAcc) from The University of Utah and a Bachelor’s Degree in Accounting from Brigham Young University-Idaho.

 

Lorie Pendergrass

Lorie works as a Client Advisory Accountant at Luca Financial. She strives to keep her clients’ books in order which allows her clients to rely on their data at any point in time. Lorie also publishes monthly financial statements, and analyses, which gives her clients a bird’s eye view of the activity, allowing them to make timely and accurate decisions.

Before joining Luca Financial, Lorie was an Executive Accountant for Belz Enterprises where she worked directly with the owner and family overseeing all accounting on a daily basis for the family and the Foundation. Lorie often encountered complex accounting and reconciliation issues and brings that experience to Luca where she is a valuable member of our team! When she isn’t working, Lorie spends her time with her husband and their six children… there’s never a dull moment! Lorie also enjoys decorating, shopping and coffee.

Lorie holds an Associate’s Degree in Computer Accounting from State Tech in Tennessee

Clayton Bonilla

Clayton Bonilla works as a Tax Advisor at Luca Financial. He excels in tackling intricate tax issues, delivering tailored solutions to his clientele, and ensuring the seamless execution of tax planning strategies.

He excels in tackling intricate tax issues, delivering tailored solutions to his clientele, and ensuring the seamless execution of tax planning strategies.

Prior to joining Luca Financial, Clayton worked work in a project management role in the wireless retail industry while concurrently engaging in tax preparation for individuals and businesses during tax season.

Outside of his professional endeavors, Clayton enjoys spending quality time with his wife, his three cats, and hiking. He earned his Bachelor’s in Accounting from the University of Houston-Downtown.

Bridgit

Bridgit Mercer

Bridgit works as a Client Advisory Accountant for Luca Financial. She enjoys helping her clients by keeping their books in order and providing month-end reports. She strives to make sure that her clients understand their financial health and will provide answers or feedback to any questions or concerns. 

Before joining Luca Financial, Bridgit was a stay-at-home mom of two boys. During that time, she received her Bachelor in Accounting from Liberty University and is currently working on her Master’s in Business Administration. She also volunteers at the Navy-Marine Corps Relief Society, helping sailors and marines with their financial situations. She has also worked on the financial side of the grocery industry and in the banking industry. 

When Bridgit is not at work, you can find her outside and spending time with her family. She has two dogs who are her fur children and loves to take them to the dog park. She also enjoys creating things out of legos, cooking, and coffee.

Kaylea Goodwin

Kaylea works as a Client Accounting Advisor at Luca Financial. She uses her extensive experience in both the accounting industry and the classroom to bring organization, attention to detail, and respect in all she does.

Prior to joining Luca Financial, Kaylea worked as a High School math teacher, as well as in accounting for a tax and audit firm.

Kaylea truly enjoys working with people. She strives to provide thorough explanations of her work and wants to help her clients understand their numbers.

Outside of her professional endeavors, Kaylea enjoys spending quality time with her family, her friends, and all things outdoors.

Kaylea earned her Master of Science in Accounting and her Bachelor of Business Administration in Accounting from Sam Houston State University Huntsville.

 

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Laurel

Laurel Cooper

Laurel is a Client Advisory Accountant at Luca Financial. She brings experience from various sectors in the field of accounting, including nonprofit and government. Before joining Luca, Laurel was the Financial Manager of a school. Here, she prepared comprehensive financial statements and reports. She recommended strategies to the board to optimize their financial success as well as successfully procured and managed grant funds that helped get the school through the pandemic.

Laurel is passionate about helping clients achieve financial stability and meet their objectives. Her commitment to balancing the books and navigating the intricacies of financial management ensures her clients receive the support they need. 

She holds a Bachelor of Business Administration in Accounting from Texas A&M Corpus Christi. Outside of her professional life, Laurel enjoys spending quality time with her husband and two children, pursuing activities like cycling, running, and skiing.

Ryan Dickson

Ryan Dickson is a seasoned entrepreneur sales professional with over 20 years of experience in the financial services industry. He has a strong focus on digital marketing and social media outreach, which has helped him grow a successful career and has given him the necessary tools and experience to offer and promote genuine services for his prospects. 

Throughout his career, Ryan has excelled in building strong, long-lasting relationships with Clients and bringing a strong consultative sales approach so it is always a win-win for the client and the company! He is a high-performance leader and achiever, consistently exceeding goals and driving continuous growth for himself and his partners.

Outside of work, Ryan is a devoted family man, married to his wife, Summer Steele Dickson. Together they strive to promote their heritage and make a meaningful impact in various areas of life. Ryan and Summer live an active and healthy lifestyle. 

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TAX

Building a customized tax plan to minimize your tax liability, saving you thousands of dollars a year

CONSULTING

Advisory services to help you understand the true health of your small business finances

START-UP

Turn your entrepreneurial dreams into a reality and we will help with the paperwork

ACCOUNTING

We will manage the accounting function of your business so you can focus on making more money

GET IN TOUCH WITH US

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