Tax Team Members

Bookkeeping Team Members

Jeff Berthelsen

Jeff Berthelsen is passionate about helping businesses grow and thrive. After graduating from the University of Texas with a degree ineducation, he initially set out to become a teacher. However, a temporary job in the business world led him down a different path—one that sparked a lifelong passion for business growth. He played a key role in expanding a company’s sales, workforce, and locations nationwide, which fueled his desire to help businesses succeed.

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After several years in the industry, Jeff earned a master’s degree inOrganizational Leadership and Ethics. He later co-founded Group 1826 with Kristin to provide businesses with expert bookkeeping services. As he worked with clients, he recognized a common need for tax-saving strategies, leading him to establish Paige Financial Services. Through both businesses, he blends his love for education with his commitment to helping businesses thrive, finding fulfillment in those “a-ha” moments when clients gain clarity and confidence. With over 24 years of experience, Jeff has a proven track record of driving results for his clients. Whether he’s developing an aggressive, defendable tax plan to reduce tax liabilities, easing the stress of tax preparation, oroffering strategic consulting to help businesses grow, his work ethic, knowledge, and experience consistently deliver results. His ultimate goal is to improve his clients’ work quality of life, allowing them to focus on what they do best. Outside of work, Jeff has been happily married to his high school sweetheart for 30 years. Together, they have four amazing children who bring them endless joy.

Kristen Chacon

Kristen Chacon is passionate about accounting and financial services, dedicating her career to helpingbusinesses stay organized and thrive. She earned her bachelor’s degree from the University of Texas Permian Basin, where she developed a strong foundation in bookkeeping and financial management.

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Kristen joined Group 1826 and quickly discovered that the company was the perfect fit for her skills and passion. With experience in QuickBooks and Excel, she excels at streamlining financial processes and ensuring accuracy for clients. Known for her professionalism and commitment to excellence, she takes a comprehensive approach to every task, always striving to help clients Beyond her career, Kristen has been happily married for eight years and cherishes time with her two beautiful daughters. Together, they share a love for dance, sewing, and music—bringing creativity and joy into their everyday lives.

Misty Parsons

Misty Parsons is an accounting professional with over 25 years of experience, primarily in the oil and gas industry, and is known to foster a supportive environment for colleagues and clients.

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Proficient in Wolfepak Accounting software, and a QuickBooks Online Pro Advisor, Misty stays current with industry practices. Known for her organizational skills, kindness, and strong work ethic, she is dedicated to delivering results and enhancing team collaboration. When not working, Misty enjoys spending time with her husband, adult children and spoiling her grand daughters.

Payroll Team Members

Kim Steele

Kim Steele brings a wealth of experience to Group 1826, with over eight years in the banking industry and a strong background in keybusiness functions. Her expertise spans payroll, accounts receivable and payable, factoring, and tax filing, making her a vital asset to the team. Kim joined Group 1826 to continue her passion for supporting clients with their payroll and bookkeeping needs, ensuring accuracyand efficiency in their financial processes.

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Outside of work, Kim is deeply devoted to her family and cherishes time spent with her two children and four grandchildren.She also enjoys planning new adventures and traveling, always looking for her next great experience.

Tax Team Members

Jeff Berthelsen

Jeff Berthelsen is passionate about helping businesses grow and thrive. With a background in education, he initially set out to be a teacher after graduating from the University of Texas. However, a temporary job led to a career in business growth, where he played a key role in expanding a company’s sales, workforce, and locations nationwide. That experience ignited hispassion for business development.

Learn more about Jeff

After 13 years in the field and earning a master’s degree in Organizational Leadership and Ethics, Jeff co-founded Group1826 with Kristin. He finds fulfillment in the “a-ha” moments that come from guiding clients—blending his love for education with his commitment to improving businesses. Jeffrey has been helping businesses for 24+ years. With an impressive work history of success driving results for his clients, and a solid mix of education and experience, Jeff is a rock solid member of your team. His passion is improving the work quality of life for his clients. Whether that is by putting together an aggressive, defendable tax plan to lower his clients tax bill, relieving anxiety of tax return preparation, or helping a business reach the next level through consulting services — Jeff’s work ethic, knowledge, and experience delivers results. Jeff has been married to his high school sweetheart and the love of his life for 30 years. Together, they have four amazing children.

Stephen Schreiner

Stephen Schreiner joins Paige Financial Services with a wealth of experience from his time at Grant Thornton, where he spent over three years providing audit and assurance services to a diverse range of clients. Specializing in financial services, Stephen assisted private equity firms, asset managers, broker-dealers, manufacturing companies, and nonprofit organizations, leading both public (PCAOB) and private (AICPA) audits.

Learn more about Stephon

His expertise includesreviewing complex business transaction cycles, conducting audits of financial statements, and ensuring compliance with industry regulations suchas GAAP and PCAOB standards. During histenure, Stephen developed a strong foundation in financial reporting, risk assessment, and internal controls.

Stephen holds degrees in Accounting, English Education, and Business and is committed to continuous professional development. Prior to Grant Thornton, Stephen’s experience includes a successful ten-year career in client-focused mortgage and loan industry. Stephen’s experience also reflects a commitment to fostering a collaborative environment, having previously mentored junior staff and contributed to internal training programs. At PFS, Stephen brings his extensive audit background and attention to detail to assist clients with their tax and bookkeeping needs,providing accurate, reliable financial services. His combination of technical expertise and client-focused approach makes him a valuable asset to our team and a trusted advisor to our clients.

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