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Bio
Robert has worked in the accounting industry for over 25 years and currently serves as a Partner at Heard, McElroy and Vestal. His primary focus includes taxation and business valuation, specifically mergers & acquisitions of closely-held businesses. In addition to being a Certified Public Accountant, Robert is one of a very limited number of CPAs that carry the Accredited in Business Valuation (ABV) designation. Since the establishment of HMV Wealth Advisors in 2018, Robert functions as a Committee Member and President of the company.
Robert graduated with a Bachelor of Science from Northeast Louisiana University in 1987 and went on to receive a Bachelor of Science in Accounting and Finance from Louisiana State University in Shreveport in 1989. Prior to joining Heard, McElroy & Vestal in 1993, Robert worked with Arthur Andersen & Company. Robert was elected as partner in 1997, then served as Partner-in-Charge of the Tax Department from 2004 until 2009 before being elected to Managing Partner in 2009.
Professional Associations/Memberships
- American Institute of Certified Public Accountants (AICPA), G-400 Practice Advisory Group
- Louisiana Society of Certified Public Accountants (LCPA), former board member, Past President of the Shreveport Chapter
- Litigation Services Committee, LCPA Shreveport Chapter
Community Associations/Memberships
- Greater Shreveport Chamber of Commerce, Former Board Member, Chairman & Treasurer
- Committee of One Hundred, Board Member
- Holy Angels, Board Member
- Louisiana State University in Shreveport, Adjunct Professor
- Artspace, Advisory Board Member & Past Treasurer
- Downtown Development Authority, Past Treasurer
- St. Joseph Catholic Church, Past Finance Council Chair & Trustee
- Mudbug Madness Festival, Former Finance Chairman
- Volunteers of America, Board Member & Past Treasurer
- YMCA, Former Board Member, Treasurer & President
- Petroleum Club of Shreveport, Board Member
An investment strategy right for Our Clients.
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