Focus Areas
- Closely Held Businesses and their Owners
- Estate and Gifting Strategies
- Fiduciary Accounting
- High-Net-Worth Individuals
- Trust & Estates
15
Years
Professional Experience
- B.A. in Mathematics, University of Northern Colorado
- Master in Professional Accounting, University of Texas at Austin
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TSCPA)
- Past Treasurer, Allies Against Slavery
- Past Treasurer, Christ Church of Austin