Certified Public Accountant Attorney TX 533709

Expertise Description

I have worked in finance for more than 30 years with an emphasis in accounting. I specialize in valuation, corporate development (M&A), strategic planning, equity & debt financing, initial public offering (IPO), investor relations, and SOX & SEC compliance. I have additional expertise in law. I have provided consultations, courtroom testimony, and deposition for over three decades as a finance expert witness.

Areas of Expertise

Relevant Experiences

I am a CPA and Attorney so know the trial process (expert testimony) very well. For 10 years ½ of my law practice was as a plaintiff’s trial attorney with a 25 case rotational docket. As a dental appraiser, I have appraised over 300 dental practices and consummated over 200 dental transactions in the State of Texas (but dental practices and dental appraisals don’t really change state to state).


Degree Subject Institution
J.D. Southern Methodist University at the Dedman School of Law
B.S. Business Administration Texas A & M University

Licenses Certifications

Texas State Board of Public Accountancy
Texas State Bar
Principal’s Securities License
Life Insurance License
Private Pilot License

Awards & Affiliation

Texas Society of CPA’s
Association for Corporate Growth
West Houston Rotary Club
Texas Medical Disclosure Panel
Tealwood HOA

Primary Affiliation

Texas Society of CPA’s