• B.B.A. in Accounting, Texas Christian University, 1977

• Certified Public Accountant (CPA)
• Personal Financial Specialist (PFS)
• Series 66 License
• Group 1 License - Texas Department of Insurance

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TSCPA)
• Fort Worth Chapter of TSCPA

• Westcliff United Methodist Church
• Former Lay Leader
• Former Member of Several Committees

• Price Waterhouse – Oil & Gas Industry Group
• Instructor – Texas Christian University 1999
• Tax Planning Strategies from the 2003 Tax Act, Fort Worth Chapter of TSCPA Controller's Institute, Presenter

Business Experience

Price Waterhouse (1975-1985)

• Senior Manager, Fort Worth Office
• Tax Department
• Oil & Gas Taxation Practice
• Served on Price Waterhouse's National Petroleum Industry Service Group

Other Areas of Tax Practice:

• Estate Planning
• Real Estate
• Farming and Ranching
• Tax Shelters

Privately Held Gas Pipeline Companies (1985-1987)

• Chief Financial Officer
• Managed all Areas of Operation including:
• Gas, Pipeline, and Sale Contracts
• FERC Transportation Issues
• Alternative Financing Arrangements

· Whitley Penn LLP (1988-Present)

• Director of Tax Compliance and Consulting Services (2005-Present)
• Tax Partner (1988-Present)

Areas of Practice Include:

• Oil and Gas Taxation
• Accounting Services
• Drilling and Exploration
• Consulting for the Oil and Gas Industry
• Foreign Sales Corporations/Extraterritorial Income
• Business and Financial Planning
• Estate and Trust Taxation
• Income Tax Planning