• B.B.A. in Accounting, Texas A&M University, 1986

• Certified Public Accountant (CPA)

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TSCPA)
• Fort Worth Chapter of Texas Society of CPAs
• Fort Worth Business & Estate Council
• Partnership for Philanthropic Planning

Professional Education Seminars

• TSCPA Advanced Estate Planning Conference
• TSCPA Family Conference
• Oil and Gas Tax Symposium
• LLC and Partnership Allocations and Basis
• Using Client's Legal Documents to Provide Tax, Estate, and Business Planning Advice
• Women in Accounting Conference

Arts Council of Fort Worth and Tarrant County

• Treasurer
• Board Member

Business Experience

David S. Crockett & Co. (1986-1996)

• Tax and Audit Department

Whitley Penn LLP (1996-Present)

• Partner (2007-Present)
• Senior Tax Manager (2002-2007)
• Manager (1998-2002)
• Supervisor (1996-1998)

Areas of practice include:

• Oil and Gas Taxation
• Estate Taxation
• Trust Taxation
• Partnership Taxation
• Individual and Business Tax Planning and Consulting