• B.B.A. in Accounting, Tarleton State University, 1977

• Certified Public Accountant (CPA)

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

Participation in Numerous Community Service Projects in Various Capacities including:

• Catholic Charities Diocese of Fort Worth
• Cystic Fibrosis Foundation
• Lutheran Social Services of the South
• Licensed Foster Parent—Lutheran Social Services of the South
• Good Shepherd Catholic Community Social Services Ministries
• Grapevine Relief and Community Exchange
• L.D. Bell High School Booster Clubs
• National Youth Sports Association
• Mid-Cities Basketball Association
• Tri-Cities Baseball

Business Experience

Weldon Aston & Company, P.C. (1977-1992)

• Senior Manager
• Tax and Audit Services

Areas of Practice Include:

• Savings and Loans / Banking
• Employee Benefit Plans
• Ranching
• Oil and Gas

McCaslin & Company, LLP (1992-2007)

• Senior Manager - Tax and Audit Services(1992-1997)
• Tax Partner (1997-2007)

Areas of Practice Include:

• High Net Worth Individuals and Families
• Small Businesses
• Estate and Trust Taxation
• Employee Benefit Plans
• Ranching
• Oil and Gas

Whitley Penn LLP (2007-present)

• Tax Partner (2007-present)
• Fort Worth office

Areas of Practice Include:

• Planning and Consulting for High Net Worth Individuals and Families
• Planning and Consulting for Small Businesses
• Estate and Trust Taxation
• Employee Benefit Plans and Retirement Planning
• Ranching
• Construction
• Oil and Gas Taxation