50 years of financial leadership experience in a broad range of industries, as well as a licensed Certified Public Accountant (CPA).
Background stretches across accounting, tax, manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more.
Has held Series 7 and 66 Securities licenses.
One of 86 people in the last 16 years to pass the US Tax Court Non-Attorney Practitioners Examination, which enables him to represent clients in the US Tax Court without being an attorney.
A decorated United States Marine Corps sergeant, a combat veteran of the Vietnam War.
A twenty-year member of the Rotary Club of Dallas, a member of the club’s Board of Directors, eleven years as Treasurer, and Chairman of the Rotary Club of Dallas Foundation.
Currently on the Board of the Veterans Coalition of North Central Texas.
Member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, the Greater Dallas Restaurant Association, the Independent Insurance Agents of America, the National Association of Health Underwriters, the Texas Association of Health Underwriters, and the Dallas Chapter of Texas Association of Health Underwriters.
He is the author of three e-books: Starting a New Business: Accounting, Finance, Payroll, and Tax Considerations, Small Business Short Course (Employees Book 1) and The Little Black Book of the Beauty Biz, Volume 1. as well as numerous articles and blogs.
Source : LinkedIn
