MBA in Finance, Michigan State University. Over 25 years of experience in technology, business, accounting and finance.  Practice areas include family businesses and their owners with services in tax compliance for individuals, partnerships, corporations, trusts and estate/gift.

Certifications:  CSEP (Certified Specialist in Estate Planning), CITP (Certified IT Professional)

Memberships:

Texas Society of CPAs (TXCPA) - Austin Chapter President (2015-2016), Austin Chapter Executive Board (2010-2017), Austin Chapter Oversight Council (2009-10, 2018-23)

American Institute of CPAs (AICPA), Member

Austin Community College Accounting Advisory Board, President (2021-2022)

Chisholm Trail Community Foundation, Board President (2018-2019 and 2023-2024)

Georgetown Housing Authority, Commissioner (2017-2019)

Member Georgetown Chamber of Commerce, Ambassador, Leadership Georgetown (2013-2014)

Rotary of Georgetown-Sun City, Member