• B.B.A., University of Houston (Magna Cum Laude), 1978

• Certified Public Accountant (CPA)
• Accredited in Business Valuations (ABV)
• Series 7 & 66 Licenses – Registered Representative (NASD)
• Group 1 License – Texas Department of Insurance

• AICPA (including Consulting Services Division)
• TSCPA (including Litigation Services Section)
• Fort Worth Chapter of TSCPA
• Dallas & Tarrant Bar Association Family Law Sections – Associate Member (non-lawyer)
• Financial Consulting Group, L.C.

• Past Chairman of Board – Hurst-Euless-Bedford Chamber of Commerce (1989-1990)
• HCA HEB/N. Hills Hospital Board Member (1991-Present) Chairman of Board (95/96 and 00/01)
• Chase Bank Board Member (1989-1993, 1998-2000)

• Advanced Family Law
  • 2000 Speaker/Author "Commercial vs. Personal Goodwill"
  • 2002 Speaker "Helping Judge and Juries Understand Valuation Testimony”
  • 2002 Speaker "Maintenance is Alive and Well in Texas”
  • 2003 Speaker "Valuations”
  • 2007 Moderator "Long-term Financial Planning in Connection with Divorce”
  • 2008 Panelist "How to Calculate, Prove & Present Financial Issues”
  • 2009 Panelist "Employment Plans and Benefits”
• New Frontiers in Marital Property Law
  • 2006 Panelist "Reimbursement & Economic Contribution”
  • 2007 Panelist "Fundamental Issues Ripe for Challenge”
  • 2008 Panelist "Exploring Employment Plans and Benefits”
  • 2009 Panelist "Property Issues Amid Fairness Concerns”
  • 2010 Panelist "Tax Planning for Divorces"
  • 2011 Panelist "Deferred Compensation”
• Other
  • 1997 Speaker Texas Society CPA's Tax Institute – "Valuation of FLP's”
  • 1998 Speaker Fort Worth Small Business Council – "Business Valuations”
  • 1999 Speaker/Author Dallas Family Law Section – "The New Equitable Interest Rules”
  • 2002 Speaker/Author American Academy of Matrimonial Lawyers – "Valuation Update: Discounts”
  • 2002 Speaker TSCPA – "SFAS 141 & 142 – Business Combinations and Intangible Assets”
  • 2003 Speaker UH Family Law Practice Seminar – "Economic Contribution Claims”
  • 2004 Speaker TAFLS – "Trial Strategies for Addressing Tax Considerations in Dividing Assets and Debts”
  • 2004 Speaker Advanced Expert Witness – "Business Valuation of a Partner's Int. in a Law Firm”
  • 2006 Speaker Collin County Bench Bar Conference – "Litigating the Property Case”
  • 2007 Webcast CLE Family Law – Business Valuations
  • 2008 Mock Trial TAFLS – Business Valuation Expert

•  Tax Department; Oil and Gas/Real Estate Divisions (Houston & Fort Worth offices)

Rylander, Clay & Opitz (1981 – 1983)

• General Services & Tax Departments

Whitley Penn (1983 – Present)

• Co-Founded 1983; Managing Partner (83-90)
• Partner in Charge – Forensic, Litigation & Business Valuation Services Practice (1990-Present)

Primary Areas of Focus

• Valuation of Business Entities & Intangible Assets
• Economic & Lost Profits Calculations
• Family Law Matters including tracing & characterization of assets, forensic accounting, valuation
• Buyer's/seller's representation in Mergers & Acquisitions
• Assistance in deposition, mediation and trial preparation strategies & exhibits