, CPA
Partner - Tax Technical Resources Leader
- More than 35 years public accounting and consulting experience specializing in tax planning and compliance services to public and closely held business, financial institutions, exempt organizations, municipalities, trusts and health care organizations.
- More than five years experience as an executive officer and senior trust officer of a major banking institution with various management responsibilities, including operations, retail banking and trust services.
- Specialized service experience, including financial institution/trust operations, arbitrage rebate/bond verification, estate planning, construction, partnerships, reorganizations, merger and acquisitions and litigation support.
- American Institute of Certified Public Accountants
- Oklahoma Society of Certified Public Accountants
- Leadership Oklahoma
- Leadership Oklahoma City
- Certified Public Accountant
- Bachelor of Science, Accounting and Business Administration - Southwestern Oklahoma State University, Weatherford
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