• B.B.A. in Accounting, University of Michigan
• B.A. in Economics, University of Michigan

• Certified Public Accountant (CPA)

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

• SafeHaven – Treasurer
• Leukemia & Lymphoma Society – Team in Training Mentor
• Leadership Arlington
• Arlington Youth Services – Past treasurer
• Arlington Parks and Recreation Advisory Board – Board member
• Arlington Planning and Zoning Rewrite Committee – Past member

• PPC's 1120 Deskbook, Practitioner's Publishing Company, Technical Editor
• PPC's Small Business Tax Guide, Practitioner's Publishing Company, Technical Editor
• PPC's Payroll Tax Deskbook, Practitioner's Publishing Company, Technical Editor
• PPC's Guide to Compensation and Benefits, Practitioner's Publishing Company, Technical Editor

• Advanced Partnership Taxation
• Consolidated Income Tax Returns
• FAS 109 Accrual Review and Accounting for Income Taxes
• Mergers & Acquisitions
• Taxation of Subchapter C and Closely Held Corporations
• Partnership Taxation – various advanced courses
• Annual Oil and Gas Tax Symposium

Ernst & Young (1987-1996)

• Tax Manager, Fort Worth, Texas office

Whitley Penn LLP (1997-Present)

• Partner

Areas of Practice Include:

• Taxation of Subchapter C Corporations
• Taxation of Affiliated Groups Filing Consolidated Returns
• Mergers and Acquisitions
• Manufacturing
• Distribution
• Oil and Gas Taxation
• Real Estate Taxation and Partnerships
• Tax Compliance and Planning for High Net Worth Individuals