• Over 25 years of tax and personal
financial planning, including numerous speaking and
writing engagements.
Professional Memberships:
• AICPA Personal Financial Specialist,
CFP Board Certified Financial Planner, Registered
Investment Advisor with the Texas Securities Board.
• Author of Stock Options: Estate,
Tax, and Financial Planning, published by CCH, Inc.
• Member of Personal Financial
Planning and Tax Sections of AICPA; AICPA Trust, Estate
and Gift Tax Committee; Houston Business and Estate
Planning Council; Phi Beta Kappa.
Education:
• B.A. in Mathematics (with honors)
The University of Texas at Austin
• J.D. Degree (with honors)
University of Houston Law Center
