- Over 30 years experience in Public Accounting
- Focusing on high wealth client; their tax compliance and consulting needs.
- Working with family businesses and multi generational tax planning.
- Partnership, individual, and trust tax issues for business owners and executives.
- B.A. in Accounting and Finance from Cleveland State University (1987)
Professional Awards, Achievements, Activities and Memberships
- Member, Texas Society of Certified Public Accountants (TSCPA) and its Fort Worth Chapter
- Member, American Institute of Certified Public Accountants (AICPA) Tax Advisory Group
- Certified Public Accountant – currently registered in Texas and Ohio