Our Team - Certified Professional
Jerry M. Ward, CPA
Financial Advisor, Check me out on BrokerCheck.
Jerry has been a Certified Public Accountant for more than 40 years. He has been with Butterworth & Macias, P.C. since 2013. Jerry has passed the FINRA Series 7 and Series 66 exams as a Financial Advisor and is affiliated with Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. He is licensed in Texas, New Mexico and Washington. He received his BBA in Accounting from The University of Texas at El Paso and is a member of the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants.
Steele Jones, CPA, CVA, MAFF
Steele Jones has been in public practice since 1976, starting his career in Las Cruces, New Mexico. In 1982, he formed his own practice, providing traditional accounting services of tax compliance and planning, accounting and auditing services and business consulting to closely-held businesses and individuals.
Since 1982, Steele has provided assistance to privately-held businesses and their owners in the areas of valuations and succession planning. He has valued business interests for purposes of divorce, lost profits calculations, gift and estate planning, employee dishonesty claims and shareholder disputes. He has testified in both federal and state courts as an expert witness. Steele holds a Bachelors degree in Accountancy from The University of Texas at Austin. He earned his CPA Certificate in 1977, and in 1998 received the Certified Valuation Analyst designation from the National Association of Certified Valuators and Analysts (NACVA).
Steele has been active in support of the community. He has at various times served as chairman of the YMCA of Metropolitan El Paso, the El Paso County Sheriff's Posse, and Border Swimming. In addition, he has served on boards of directors for the YMCA of El Paso Foundation and the UTEP Alumni Association, and is currently a member of UTEP's Development Board.
In addition to his professional experience and community support, Steele has a deep interest in sports, animals and wine. From 1972 through 1997, he officiated basketball and football games at high school and college level. These days you will find Steele spending his weekends either riding his horse or making his own wine.
Rathini Yogendran, CPA
Tax & Financial Accounting Services
Rathini became licensed in Washington and Texas as a Certified Public Accountant in 2019. She has worked in business and individual tax for seven years throughout the country, in Colorado, Washington and Texas. She completed her MBA in 2015 at the University of Colorado in Colorado Springs. Prior to that she was an attorney practicing in the area of family law in Canada. Rathini is a member of the American Institute of Certified Public Accountants, the Texas Society of Public Accountants, the Washington Society of Certified Public Accountants, and the Ontario Bar Association.
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by Butterworth & Macias PC for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
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