• Juris Doctor, Texas Wesleyan School of Law, December 2005
• Masters of Business Administration, Stephen F. Austin State University, 1994 (Summa Cum Laude)
• Bachelors of Science, Accounting and Marketing, Millikin University, 1984

• Attorney at Law, 2006
• Certified Public Accountant (CPA), 1995
• Accredited in Business Valuations (ABV), 2009
• Certified Management Accountant (CMA), 1991
• Certified Information Systems Auditor (CISA), 1987

• AICPA and TSCPA Member
• ABA Member
• Dallas and Tarrant County Bar Association - Family Law Section
• Financial Consulting Group, L.C.

• Love for Children Volunteer, Dallas, TX
• Nacogdoches Junior Forum – Board Member (1997-2003)
• First United Methodist Church, Nacogdoches, TX – Board Member (1999-2003)

• 2012 TEXPO 2012 - Speaker - "Faces of Fraud" - A Workshop on Detecting and Mitigation Internal Fraud
• 2011 TCFLBA - Speaker - "Understanding How Appraisers can Differ in Business Valuations"
• 2011 Advanced Family Law Course - Speaker/Author - "Understanding Business Valuations"
• 2011 FEI Presentation - Speaker - "U.S. Sentencing Guidelines"
• 2010 AICPA National Forensic Accounting Conference, Boston, MA
• 2010 Advanced Family Law Course, San Antonio, TX
• New Frontiers in Marital Property Law 2009 – Panel on "Revamping Your Approach to Divorce Settlements: Valuation, Risk Assessment, Discount Rates, Interest Rates and Inflation Rates in the New Economic Environment”
• 2009 Advanced Family Law Course, Dallas, TX
• 2008 AICPA National Business Valuation Conference, Las Vegas, NV
• 2008 Texas Bar Assn - New Frontiers in Marital Property Law, Napa, CA
• 2008 Dallas Summer Bench Bar – Speaker – "Protecting your Client & Yourself When Giving Tax Advice”
• 2008 Advanced Family Law Course, San Antonio, TX
• 2008 AICPA/AAML National Conference on Divorce, Las Vegas, NV
• TAPS 2007 – Speaker/Author – " Ins and Outs of Financial Statements in a Divorce”
• 2007 AICPA National Business Valuation Conference, New Orleans, LA
• 2007 Texas Bar Assn - New Frontiers in Marital Property Law
• DBA - Nuts and Bolts Family Law Training
• Business Valuation Exam Review, 9/2007
• LexisNexis Learning to Make the Texas Family Code Work for You Seminar, Dallas, 2006
• 2006 AICPA National Business Valuation Conference, Austin, TX

Archer Daniels Midland Company (1984-1992)

• Foreign Operations Audit Manager

Commercial Bank of Texas (1993-2003)

• Auditor – 1993-1995
• Vice President, Controller and Corporate Secretary - 1995-2003
• Interim Credit Department Manager - 1998

Plains Capital Corporation (2006)

• Vice President, Controller

Whitley Penn, (2006-Present)

• Partner – (as of 1/2011) Business Valuation & Litigation Services

Primary Areas of Focus

• Assist in the appraisal of closely held firms for various purposes
• Forensic accounting
• Lost Profit and Damage Calculations
• Fraud Investigations including providing assistance to the Special Master related to SEC fraud cases
• Valuation and negotiation matters
• Tracing and characterization in family law matter
• Assist in deposition, mediation, and trial prep strategies and exhibits
• Business Planning
• Due Diligence Analysis
• Financial Ratio Analysis