• B.B.A. in Accounting, Texas Tech University, 1984
• B.B.A. in Finance, Texas Tech University, 1984

• Certified Public Accountant (CPA)
• Accredited in Business Valuation (ABV)

• American Institute of Certified Public Accountants (AICPA)
• Board Member – Community Foundation of North Texas
• BBVA Compass – National Advisory Board
• Past Chairman – Tarrant County United Way – Alexis de Tocqueville Society
• Chairman – All Church Home for Children Foundation
• Past Chairman – Fort Worth Chapter Young Presidents Organization
• All Church Home for Children – Past Vice Chairman of the Board
• The Bridge Youth Shelter – Past Board Member
• Child Study Center of Fort Worth – Past Board Member & Assistant Treasurer

• Authored and presented "Benchmarking for Profit” and "Benchmarking in Recessionary Times”
• Authored and presented "Growing a Professional Service Firm from $3 to $30 Million! What I Learned”

Appraisal/Litigation Education

• Valuation of Businesses and Professional Practices – AICPA
• Tax Strategies for High Income Individuals
• An Engagement Approach to Research, Evaluating and Understanding the Company - AICPA
• Business Valuation Methods -AICPA
• National Business Valuation Training - AICPA

Business Experience

Ernst & Whinney/Ernst & Young (1984-1994)

• Tax Consulting and Compliance Department (1984-1993)
• Fort Worth Office
• Senior Manager in Charge - National Entrepreneurial Services Practice for North America (1993-1995) –   Assisted companies facing unique challenges during their transition into a larger company

Whitley Penn LLP (1995-Present)

• Managing Partner (2000-Present)
• Partner (1997-Present)
• Marketing and Client Development
• Tax and Consulting Partner

Areas of Practice Include:

• Mergers and Acquisitions
• Manufacturing
• Distribution
• Profit Enhancement
• Professional Services
• Business Valuations
• Lost Profits Calculations
• Estate Planning