Certifications

Certified Public Accountant since 1994

Certified Financial Planner™ since 1997
Certified Divorce Financial Analyst® since 2013

 

                         Master of Accounting - Rice University

                           Honors:         Jesse H. Jones Award for Excellence in Taxation

Marquis G. Eaton Graduate Accounting Fellowship

 

                         BA in Economics and Managerial Studies - Rice University

Honors:         Magna Cum Laude

Omicron Delta Epsilon Economics Honor Society

 

Experience

Private Practice
2001 to Present.
Provide professional consulting services with respect to federal and state tax planning, financial issues of divorce, personal financial planning, and issues related to small business. Prepare federal and state income, franchise, sales, and payroll tax returns. Provide consultation and advice with respect to the initial set up of accounting systems and/or periodic review of transactions entered into system by client. Client base includes individuals, estates, trusts, and small businesses. Business clients include both retail and service providers with annual gross revenue ranging from $5,000 to over $15 million.


Lecturer for RICE UNIVERSITY
January 2004 to May 2006.    January 2008 to May 2009.
Part-Time lecturer in undergraduate financial accounting.


Tax Manager
for DELOITTE & TOUCHE, LLP
1992 to 2001
Multiple Positions of Progressing Responsibility from Staff Tax Accountant through Tax Manager.  Experience was concentrated in areas pertaining to high net worth individuals, including federal and state individual income tax, small business tax, estate and gift tax, taxation of trusts, and succession planning.  Notable achievements included preparation and presentation of seminars on numerous tax topics for Deloitte & Touche LLP national training conferences, The American Association of Hispanic CPA’s, and The Institute of Management Accountants. 

 

Organizations and Memberships

American Institute of CPAs (AICPA)
Texas Society of Certified Public Accountants (TSCPA)
Founding Member: Fuzzy Brooks Golf Fan Club
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