Qualifications
Finding a CPA you can truly trust is no easy task—it requires placing your financial well-being, hard-earned assets, and compliance into someone else's hands. Over my 20+ years in tax accounting, I have dedicated myself to earning that trust by building a foundation of proven expertise, rigorous standards, and unwavering client advocacy. Below are the credentials, qualifications, and professional milestones I’ve earned throughout my career, all dedicated to giving you complete confidence and peace of mind in your tax and financial future.
Experience & Background
Partnering with Small Businesses
Working with small business owners is the most rewarding part of my career. I love being a genuine partner in an entrepreneur’s growth—taking the heavy, confusing burden of tax strategy completely off their very busy plates so they can focus on running their business.
High-Net-Worth & Family Office Stewardship
As Tax Director for a high-net-worth Family Office, I spent years managing multi-generational tax strategies. My work centered on protecting wealth across complex family trusts, operating businesses, and individual holdings to ensure seamless financial transitions.
Enterprise-Scale Complexity
Inside a Fortune 400 publicly traded enterprise, I navigated the everyday tax implications of a 100+ entity company. This included managing the high-stakes tax execution behind major corporate acquisitions, dispositions, and complex restructurings.
Big 4 Foundation
I built my technical foundation at Deloitte, working alongside top industry specialists in their respective fields. That Big 4 training instilled in me a deep commitment to technical precision, thorough tax research, and standard-setting rigor.
Education & Credentials
Certified Public Accountant (CPA)
The CPA designation is the accounting profession’s highest standard of expertise and ethics.
Master of Science in Accounting
Texas A&M University
Advanced specialization in tax law, corporate financial structures, and accounting theory.
Bachelor of Business Administration in Accounting
Texas A&M University
Foundational training in general business practices, management, and marketing, with a specialization in accounting.