Focus Areas
- Closely Held Businesses and their Owners
- Estate & Trust Taxation
- Family Office Consulting
- High-Net-Worth Individuals
35
Years
Professional Experience
- B.B.A., University of Texas at Austin
- Master of Accounting in Taxation, University of Texas at Austin
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
- Director, The Headliners Club
- Treasurer and Director, Westminster Manor
- Treasurer and Director, St. Stephens Episcopal School Endowment Fund, Inc.