3 Principles Behind a Successful 12 Person Accounting Firm

I am a Certified Public Accountant (CPA), a Certified Financial Planner (CFP©) and am designated as a Certified Fraud Examiner (CFE). I have over 20 years of tax planning, accounting and financial planning for high net worth families, corporations and trust and estate planning clients. I also specialize in business succession planning, financial due diligence for corporate and personal acquisitions, and investigative accounting and auditing for businesses.

I started my career with Arthur Andersen in their Audit and Business Advisory practice. I have spent the past 20 years advising individuals, corporations and partnerships on tax and financial planning, corporate and small business accounting, forensic accounting and litigation support and high net worth financial and estate planning.

I hold a Bachelor of Science in Accounting from Marquette University and have been associated with several professional organizations, including The Financial Planning Association, The American Institute of CPAs, Association for Corporate Growth, the Dallas Estate Planning Council, Texas Society of CPAs, and the Association of Certified Fraud Examiners, as well as involved with several charitable organizations including the LinksPlayers Ministry and Dallas Theological Seminary.

Specialties: Tax Management and Planning, Certified Financial Planner™, financial advisory, Certified Fraud Examiner; Audit - Big 6, Insurance Risk Solutions