I have extensive training and experience in corporate, estate, individual and partnership tax planning and preparation, including transaction structuring and mergers and acquisitions.

I have spent many years in public accounting as a partner and sole practitioner and have worked in industry as CFO of a consulting firm and as President, CEO and CFO of several insurance companies and insurance holding companies.

Whether in public practice or industry, I have worked with many attorneys, bankers, investment bankers and other professionals in mergers and acquisitions, debt and equity financing, reinsurance transactions and other business transactions.

Financial consulting also includes life and health insurance consulting.


Bachelor of Business Administration, Accounting
The University of Texas at Austin


Certified Public Accountant, State of Texas

Chartered Global Management Accountant

Life and Health Insurance Agent


American Institute of CPAs and Texas Society of CPAs – Have served on various committees
Fort Worth Chapter, Texas Society of CPAs – Have served on various committees
Past Chairman, Board of Directors, Executive Committee, Fort Worth Stock Show Syndicate
Board of Directors, Executive, Audit and Pension Committees, Southwestern Exposition and Livestock Show


Chairman, Board of Directors and Finance Committee, James L. West Alzheimer’s Center,
Board of Directors – Council for Affordable Health Insurance,
YMCA, Rotary Club, Episcopal Diocese of Fort Worth,
All Saints’ Episcopal Church (Sr. Warden and Treasurer)
Past Chairman, Board of Directors and Finance Committee, All Saints’ School