• B.A. in Anthropology and Religious Studies, Southern Methodist University
• Post graduate studies in Accounting, University of Texas at Arlington and University of Texas at Dallas

• Personal Financial Specialist (PFS)
• Certified Healthcare Compliance Consultant (CHCC)
• Series 7 & 66 Licenses – Registered Representative (NASD)
• Group 1 License – Texas Department of Insurance

Professional Organizations

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

• Texas Business Hall of Fame - Board of Directors
• Surgent McCoy, CPE, LLC – Continuing Professional Education Instructor
• Children International Summer Villages - Board Member; VP of Finance and Treasurer
• Greene Family Camp – Committee Member 
• Temple Emanu-El Audit Committee, 2008-Present
• Temple Emanu-El Brotherhood – Former Board Member and Treasurer

H. Pearson and Company, P.C. (1993-1999)

Lane Gorman Trubitt, LLP (1999-2008)

• Partner

UHY Advisors TX, LLC (2009-2010)

• Principal, Dallas Tax Practice Leader

Whitley Penn LLP (2011-Present)

• Tax Partner
• Dallas Office

Areas of practice include:

• Tax Planning
• Business Consulting
• Asset and Wealth Protection
• Family and Privately owned Businesses
• Medical Practice Management
• Payroll Taxes
• Mergers & Acquisitions
• Financial/Estate Planning & Consulting
• Financial Statement Compilation
• Bookkeeping and Recordkeeping Consulting

Primary Industries Include:

• Healthcare and Medical Practices
• Professional Services
• High Net Worth Individuals