• B.B.A. in Accounting, Texas Christian University, 1987

• Certified Public Accountant (CPA)
• Certified Fraud Examiner (CFE)
• Series 77 & 66 Licenses - Registered Representative (NASD)
• Group 1 License - Texas Department of Insurance

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (including Litigation Services Section)
• Dallas Chapter of TSCPA
• Association of Certified Fraud Examiners

• YMCA of Metropolitan Dallas - Board Member (2007- Present) - Chairman Audit Committee (2008-Present)
• YMCA of Metropolitan Fort Worth - Former Chairman of the Board (2003-2004); Board Member (1996-2006)
• Fort Worth Opera - Board Member (2002); Finance Committee
• Texas Christian University Fort Worth Alumni Chapter - Board Member (2002)
• Hispanic Chamber of Commerce - Former Board Member; Former Treasurer
• Nexia International - Chairman Audit Committee (2007-Present)
• Leadership Fort Worth - Class of 1994
• Leadership Dallas - Class of 2007

• AICPA National Conference on Employee Benefit Plans - Participant last seven years
• Whitley Penn LLP Annual Employee Benefit Conference - Speaker last ten years
• How to Audit Employee Benefit Plans Instructor
• DFW SEC Reporting Group - Consideration of Fraud
• Principles of Fraud Examination
• Fraud Prevention - Past Speaker at Texas Tech University, University of North Texas, Southern Methodist University, Texas Christian University, Treasury Management Association, and Bank of America

• Certified Fraud Examiner
• Have provided forensic accounting services to a variety of clients via internal control assessments and special engagements involving fraud
• Have performed forensic accounting services for large school district involving ten years of construction contracts issued
• Have provided forensic audit services to attorneys in Dallas and Fort Worth

Arthur Young (1987-1989)

• Audit Department
• Dallas and Fort Worth offices

Ernst & Young (1989-1995)

• Audit Department
• Sales and Local Tax Department
• North American Business Center - assisted US and Mexico clients with cross border transactions
• Dallas and Fort Worth offices

Whitley Penn LLP (1995-Present)

• Partner in Charge - Dallas office (1999-Present)
• Director - Assurance & Advisory Services (1999-Present)

Primary industries include:

• Manufacturing
• Distribution
• Retail
• Healthcare
• Not-for-Profit
• Employee Benefit Plans

Areas of practice include:

• Assurance and Advisory Services
• Audits of Public and Privately-held Companies
• Reviews and compilations
• Bankruptcy oversight assistance
• Forensic accounting
• Fraud audits
• Due diligence services
• Correctional matters involving the Department of Labor
• Employee benefit plan consulting
• External audit assistance
• Internal control assessment
• Inventory analysis
• Operational assessment