O’Connor & Associates is the largest property tax consulting firm in the United States. Meet some of their key leaders that bring a world of experience to your needs. I have also provided some quick links to major components of their services found on their website.
Meet Some of O’Connor & Associates Key Leaders
Patrick O’Connor, MAI, Owner and President
Patrick O’Connor has been active in reducing property taxes, providing expert witness testimony and appraising commercial real estate property since 1983. Pat is active in publishing analyses and data with respect to the real estate market, while being a highly regarded media spokesperson for the real estate community. He holds a MAI, the highest achievable designation from the Appraisal Institute, and is a licensed senior property tax consultant. Pat earned a Master of Business Administration from Harvard University. In 2001, he authored the first definitive consumer guide to Texas property taxes, Cut Your Texas Property Taxes.
Kathleen O’Connor, Owner
On a conservative basis, Kathleen O’Connor manages the financial operations of the company. Working with outside accountants, Kathleen authorizes annual financial statements and projections. She monitors and reviews all expenditures, helps develop financial policies and procedures, and oversees payroll functions. Kathleen is a graduate of Baylor College, is a licensed Real Estate Broker and is very active in CREW. For more than twenty years, she has been an active participant in O’Connor, taking pride in its growth from a small firm to a company with a national reputation and more than 600 local and international employees
Mike Olivares, Chief Operating Officer
Mike has more than 25 years of consulting and operational management experience in the information technology, retail and real estate industries. Mike’s real estate background includes software consulting and federal tax reduction consulting. Previously, he served as national director of the Federal Tax Reduction department. In his role, Mike helped O’Connor analyze more than $15 billion in commercial and multifamily real estate while providing services and consultation in the areas of cost segregation, asset abandonment, bonus depreciation, qualified leasehold improvement, tenant improvement allocation, purchase price allocation, casualty loss, capital gains and 1031 exchange analysis. He is a graduate of The University of Texas at Austin.
Kayla Ashby, Director of Human Resources
Kayla Ashby joined O’Connor in 2014 with over 8 years experience in Human Resources (“HR”) and organizational development. She started at O’Connor as an HR generalist, eventually progressing to HR manager and, most recently, to the position of director of Human Resources. As a member of the Senior Leadership Team, Kayla works to implement HR practices that support O’Connor’s long-term strategic objectives and is responsible for providing senior-level human resources support in the following areas: staffing, employee relations, operational and human resource policies, performance management, compensation and benefits, and training and development. Kayla has a passion for building the company infrastructure through technology, compliance, and employee support. Kayla holds a Bachelor of Arts degree from Sam Houston State University. She is also certified as a Professional in Human Resources (SHRM-CP). Kayla is an active member of many prominent HR organizations including the Society for Human Resource Management (SHRM) on both the national and local level.
Tonya Felix, General Counsel
Tonya Felix serves as the general counsel for O’Connor. She has an extensive knowledge of litigation management, corporate and regulatory compliance, risk management, policy development, contract negotiation, and conflict resolution. Mrs. Felix has served as the chief legal advisor, she has managed outside counsel and organized and developed key initiatives throughout the litigation process, and she has devised creative solutions that led to the settlement and the revised policies and procedures that ensure compliance. Mrs. Felix has also served as a corporate liaison to the Attorney General’s Office and the Texas Department of Licensing and Regulation on all compliance matters. Felix has formed a results-driven legal department; recruited and hired a key staff of 5 attorneys and 10 paralegals and assistants; drafted and implemented all departmental policies and procedures; and led the department in recovering over $4M in outstanding company receivables. Felix received a Bachelor of Science degree in consumer science and merchandising from the University of Houston and a Juris Doctor degree from South Texas College of Law. In addition, Felix holds bar and court admissions from the State Bar of Texas, U.S. District Court for the Southern District of Texas, and U.S. Court of Appeals for the 5th Circuit.
Roger Hibbs, National Director of Federal Tax Reduction
Roger Hibbs is the national director for O’Connor’s Federal Tax Reduction division. He also assists with the sales and consulting efforts for the Commercial Property Tax Group and the Casualty Loss Group. Roger has a combined 26 years of experience in commercial real estate and has been dedicated to federal tax reduction for commercial property owners since 2005. He has personally assisted his clients with cost segregation studies on real estate holdings with a total value in excess of $3,000,000,000, and directs a team of real estate professionals whose combined efforts have provided more than 5,000 cost segregation studies resulting in millions of dollars of tax reduction for O’Connor’s clients. Roger graduated from Temple Junior College with an Associate of Arts degree in Business Administration, he received a Bachelor of Science degree in Biology from the University of Houston, and he attended the University of Texas where he took graduate level classes in Epidemiology and Medical Geography. After switching career paths to focus on real estate, Roger spent 13 years in commercial property management and the past 13 years with O’Connor.
Evelyn Lozano, Director of Information Systems
Evelyn Lozano joined the O’Connor team in 1993 and has held various positions throughout her tenure such as Network Administrator, Manager of IT and most recently, Director of Information Systems. As Director, Evelyn’s responsibilities include management of programming, database and software management, and IT and Network infrastructure for all of O’Connor and its associated companies. Evelyn’s education background includes North Harris County College, SMU – Bellaire Technology Program; current certifications include MCSE – messaging, MCSA, CCNA Security, ITIL Foundation, CompTIA Security+.
John R. Fisher, LEED AP, Managing Director of Appraisal
John R. Fisher, LEED AP, is the managing director of the appraisal department, appraisal reviewer, an appraiser trainee supervisor. Mr. Fisher has more than 30 years of experience and has appraised or reviewed real estate valued in excess of one billion dollars during the course of his career. Mr. Fisher has been designated as an expert witness in both district court and federal court. He has completed all coursework and experience credit required for the MAI designation from the Appraisal Institute. John Fisher was the top producing appraiser for several years and is a two-time recipient of the STAR award given by O’Connor for superior achievement in technical expertise, quality of work, and professionalism. Mr. Fisher holds a Bachelor of Business Administration with a major in Finance from the University of Houston; is a Leadership in Energy & Environmental Design – Accredited Professional (LEED AP); and is a State Certified General Real Estate Appraiser (Texas) TX-1323960-G. John is married with one child who is the center of his universe.
Mike Miller, Exec. Managing Director
Mike L. Miller, MAI, has been involved in the database, appraisal and consultation of real estate and other going concerns for over 30 years. Positions he held previously are: senior managing director with Grubb & Ellis Landauer Valuation Advisory Services appraisal platform; senior director with Cushman & Wakefield of Arizona and Texas for 17 years and assistant vice president with CB Commercial Real Estate Group, Inc. (CBRE) for 8 year. Mr. Miller’s clients include financial institutions, insurance companies, law firms, governmental entities, developers, private property owners, and many Fortune 500 companies active in the U.S. and institutional international clients active outside the U.S., specifically in the Caribbean, Central America, The Bahamas and Mexico. Mr. Miller is considered a leading masterplan consultant, providing land-use profiles, density studies, marketing comparisons and structures, feasibility analysis, appraisal reports and joint venture proposals to some of the highest-profile resort and destination master-planned communities (MPC) ever developed. Mr. Miller’s U.S. valuation assignments were performed in Hawaii, Florida, Georgia, Mississippi, Washington, Montana, California, Nebraska, Tennessee, Utah, New York, Arkansas, North Dakota, Virginia, Nevada, Louisiana, Oklahoma, New Mexico, Arizona, Wisconsin and Texas. His practice features appraisal, litigation, consultation and expert witness covering all aspects of the real estate market. Mr. Miller is the author of Big Data in Real Estate – Be a Millionaire and Telecom Economics (Houston Business Journal). Mr. Miller attended the University of Texas at Arlington, where he majored in real estate and minored in economics.
Alexa Howze, PR & Marketing Manager
Alexa Howze is the corporate marketing and PR manager at O’Connor where she directs the O’Connor marketing team by developing and managing multi-channel digital campaigns while utilizing traditional marketing communication models to improve results across all of the O’Connor divisions. Alexa graduated from Sam Houston State University with a Bachelor of Arts and a double major in History and Spanish. Before joining O’Connor, Alexa was with AMLI Residential for five years where she held various positions. She spent three years coordinating joint marketing efforts for three properties. In 2013, she found that her passion was in marketing. Alexa’s focus has been on enhancing the O’Connor brand, using social media and educational programs on Facebook. The Facebook group and The Property Tax Protection Program came into existence in May of 2017 and grew to 21,000 members within one year. Alexa works closely with Patrick O’Connor, president of O’Connor, to develop new strategies and campaigns, including video programs, blog content and publishing Patrick O’Connor’s books. Together their goals are to “raise the bar” for appraisal districts and to empower Texans to exercise their right to protest their property taxes.
Doug Ford, Senior Property Tax Consultant
With a 25-year background in commercial and multifamily property management, Doug Ford is a Senior Licensed Property Tax Consultant and Supervisor of the Commercial Property Tax Division. His skill as an analyst for apartment acquisitions contributes to his success in assessment reductions in this specialty area. He is involved in the Institute of Real Estate Management and has been a director for both the San Diego County Apartment Association and the Apartment Association of Tarrant County.
Kirk Ward, Senior Property Tax Consultant
Kirk Ward has been with O’Connor for more than 13 years, specializing in valuing real estate property throughout Texas and supervising the departmental support in Central Texas to assist in property valuation. He joined our firm after nine years with the Harris County Appraisal District and is a Registered Professional Appraiser, a Certified Tax Administrator and a Senior Licensed Property Tax Consultant.
Sam Sherkawy, Senior Property Tax Consultant
Sam is the guru of property tax reductions at O’Connor and focuses his efforts in the Houston and Dallas markets. Sam also assists with business personal property and residential appeals. Sam is a licensed attorney in Texas.
William “Bill” Daly, Senior Property Tax Consultant
Bill is a Licensed Texas Real Estate Agent and Senior Property Tax Consultant with O’Connor.
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