• Over 30 years of experience in
estate, trust and individual tax planning and compliance
Professional Memberships:
• Member of the American Institute of
CPAs, Texas Society of CPAs, Houston Chapter of CPAs,
Houston Estate and Financial Forum and the Planned
Giving Council of Houston
• Is a past President of the Houston
Business and Estate Planning Council
Education:
• B.B.A. in Accounting (Summa Cum
Laude)
Sam Houston State University
