Hi, I'm Shawn Clagg
I have been dedicated to providing tax preparation and financial planning services since 2000. My career began in Dallas and Frisco, Texas, and in 2005, I moved back to Oklahoma. In 2010, I co-founded Burkeen Clagg Bartel CPA’s (BCB) and served clients until 2020. After a decade at BCB, I transitioned to the role of CFO for a start-up that focused on acquiring and managing veterinary practices nationwide. This diverse experience has equipped me with a wealth of knowledge that benefits my clients.
On a personal note, my wife, Carole, and I are from McAlester, Oklahoma. Carole is a math teacher at Bixby Public Schools. We are proud parents of two wonderful children: Molly, who is studying nursing at Oklahoma State University, and Tyler, who plans to pursue pre-med at the University of Oklahoma. My family and I are members of The Park Church of Christ.
Like many parents, my life revolves around spending quality time with my kids and guiding them to become kind, responsible individuals. In my spare time, I enjoy fishing (especially for crappie) and playing golf, even if I'm not particularly skilled at either.
My approach to financial planning is driven by key personal values:
- Service Orientation: My primary motivation has always been to serve others, which drives my commitment to excellence in my work.
- Integrity: While it may seem basic, integrity is essential in today’s world, and I strive to uphold it in all my dealings.
- Intentionality: Financial planning is fundamentally about creating intentional strategies to achieve your goals. This mindset is crucial to my practice.
- Extensive Experience: With over 20 years in tax preparation and planning, I view financial matters holistically, considering all aspects of my clients' financial lives.
- Creative Problem-Solving: I excel in thinking outside the box. I am very good at developing ideas and solutions for financial success.
I understand that everyone’s goals are unique, and I am committed to aligning your goals with sound financial strategies.