Education

• B.B.A. in Accounting, Southeastern Oklahoma State University, 1998
• M.B.A. in Finance, University of North Texas, 2003

Professional Certifications

• Certified Public Accountant (CPA)

Professional Organizations

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

Board and Community Service

• First Baptist Church of Grapevine, Finance Committee Member
• ·Tarlton Foundation, Board Member

Seminars and Lectures

• Healthcare Reform Bill Seminar - Whitley Penn LLP and Shannon, Gracey, Ratliff & Miller, LLP joint seminar, Presenter
• The Strategic Mindset - Fort Worth Human Resource Management Association, Presenter
• Healthcare Reform & Taxation: The Later Years - Williams Financial Group, Presenter
• Tax Considerations in Choice of Entity - Shannon, Gracey, Ratliff & Miller, LLP, Presenter
• Healthcare Reform & the Tax Effects - Lorman Education Services, Presenter

Business Experience

CF & Co., LLP, Dallas, Texas 1999-2001

• Staff Tax Accountant and Business
  Consultant – Preparation of tax
  filings for all entity types.

Whitley Penn LLP (2001-Present)

• Partner (2010-Present)
• Senior Manager (2008-2009)
• Manager (2006-2008)

Areas Of Practice:

• Real Estate Taxation
• Taxation of Subchapter C Corporations
• Taxation of Subchapter S Corporations
• Primary industries include:
• Partnership Taxation
• Individual Taxation
• Tax Planning for High Net Worth Individuals
• Financial Statement Compilation
• Bookkeeping Consulting
• Corporate Taxation