Our Team

TENURED CLIENTS

When you put your clients first, they tend to stick around. The long-standing tenure of most Saddock clients speaks volumes about the trust we earn every day.

EXPERIENCED

We have been in business for 37 years, facing a variety of challenges for our clients. It’s doubtful there is a problem we can’t help solve together.

RELATIONSHIP FOCUSED

If we have a secret sauce, it’s the investment of time we put into every client relationship. Saddock is definitely not a vendor. We’re a partner in your success.

RESULTS

At the end of the proverbial day, it’s all about results. We create value for our clients by guiding them to better decisions and achieving better outcomes.

THE SADDOCK FAMILY

Together, we have 85+ years experience.

PRESIDENT

DAVID SADDOCK, CPA

David founded Saddock & Company in 1980. He has practiced continually as a CPA for over 35 years and brings a wealth of knowledge and experience in tax planning for individuals and businesses, estate planning, wealth and investment advisory, asset protection, business consulting and succession planning. In his spare time, David enjoys spending time with his wife, children and grandchildren, as well as spending time outdoors.

Partner

CHRISTOPHER SADDOCK

Christopher D. Saddock practices business and individual tax planning for high-net-worth individuals and closely held corporations and partnerships. Chris has an extensive history serving high net wealth clients as a tax and investment adviser. His areas of specialty include outbound tax planning for US persons, nonresident pre-immigration planning, Offshore Voluntary Disclosures, foreign and domestic trust and estate planning, and partnership and corporate tax planning.

MANAGING DIRECTOR

STEPHEN SADDOCK, MBA

Stephen joined our firm in 2014. He focuses on profitability enhancement services and business operations consulting. Stephen brings over 15 years of real-world CFO and COO experience. He is a graduate of the University of Texas at Austin with a BA in Economics and Business and received his MBA from Southern Methodist University, graduating with highest honors. Stephen is an avid golfer and enjoys spending time with family and friends.

TAX & ACCOUNTING MANAGER

DANA BOWEN

Dana joined our firm in 2023 with over 15 years of experience. As our Tax & Accounting Manager, she brings a dual knowledge of tax planning and compliance as well as accounting for businesses. She is particularly skilled in finding and resolving business accounting issues and revitalizing neglected company books. She has a Bachelor’s of Business Administration in Accounting from University of Mary-Hard Baylor. Outside of work, Dana enjoys traveling to Disney World with her husband and three sons and watching documentaries.

Office Manager

EVANI WHITTEN

Evani joined our firm in October of 2020. To support us they have over 10 years of customer service and administration experience. When they aren’t attached to the computer, Evani enjoys reading, and baking.

Senior Tax Associate

JAY SANDHER

Jay joined our firm in 2019. As senior tax associate, his primary focus is tax preparation and planning. Jay has experience preparing various tax forms (1040, 1065, 1120S, 1120 & 990). Graduating from the University of Texas at Dallas in 2013, his degree is in Accounting. He enjoys spending time with his family and friends, loves sports primarily basketball and football, and traveling.

SENIOR TAX ASSOCIATE

NICHOLAS BAUMANN

Nick started with Saddock Advisory during fall of 2023. As a senior tax associate his primary focus is tax preparation and planning. Nick has experience preparing various tax forms (1040, 1065, 1120S, 1120, and 990). He is a graduate from the University of North Texas with a Bachelor’s in Accounting and a Master’s in Taxation. He is happily married to his wife Holly and has two daughters – Ember and Violet. During his free time, Nick enjoys traveling, wine tasting, and playing recreational softball.

ACCOUNTING TEAM

SAVANNAH WEBB

Savannah joined our firm in July 2023 as a part of our accounting team. She helps with our Family office clients. She graduated from The Ohio State University and is currently working towards becoming a Certified Financial Planner. Outside of work, she enjoys running and reading.

ACCOUNTANT

ALEX MIRANDA

Alex joined our firm in 2024. As an accountant his primary focus is ensuring financial reporting deadlines are met and accounting related services Saddock Advisory provides for its clients. Graduating from the University of Oklahoma in 2022, his degree is in Finance. Outside of work, Alex enjoys spending time with his family and friends and watching his favorite teams: The Dallas Cowboys and Oklahoma Sooners.

ADMINISTRATOR AND OFFICE MANAGER

AMY HUDSON

Amy joined the Saddock team in 2023 with a background in finance of over 20 years. She has more than five years of experience as an administrator and office manager with a long history in customer service. Amy enjoys travel in her free time, and spending time with her family.

Our Mission

MAKE IT PERSONAL

Practice servant leadership that fosters a high-touch, high-quality and high-return relationship for our client partners, every day.

Let's Get Our Teams Together

CONTACT US