“I enjoy puzzles, and I am really good at math!” is how I explained my job to my daughter’s third grade class. But for my clients, I am an analyst able to understand complex transactions. I am an accountant able to describe these transactions using a system of debits and credits. Finally, I am an attorney able to vigorously advocate their position regarding the transactions. Combined with decades of experience, I solve the tax puzzles of my clients in an effective and tax-efficient manner.
As a native Oklahoman, I have learned the lessons of hard work, integrity, and tenacity. Such qualities are necessary when dealing with the 10 million words that make up the federal tax laws and regulations. No wonder Albert Einstein stated, “The hardest thing in the world to understand is the income tax.” But, I enjoy the challenge and have worked and studied hard so that my clients may enjoy the fruits of such labor.
I make a difference in people’s lives. I develop personal relationships with my clients. Next, I am invited to understand their hopes and dreams as well as their fears and concerns. With this understanding, I am able to provide advice and counsel regarding their taxes, business transactions, estate planning and wealth management. Finally, and with a plan, we work together to make it so.
A leader must guide and influence others so that their efforts are organized and their results maximized. As a leader, I ensure that the interests of my clients are protected and preserved as we endeavor towards their goals.
Listen. Study. Understand. Solve. These are all important steps I take very seriously in the process of thinking about the solution or solutions best suited for my client’s well-being, best-interest and success.
Whether it is cooking hamburgers for a church 4th-of-July picnic, or helping a widow file her income tax return, the opportunity to serve individuals and the public-at-large is one that I accept with great humility and joy.
"You Win Some, You Lose Some." January/February 2012, CPA Focus Magazine
Teach "Introduction to Computer" and "Introduction to Management" classes.
Advise and counsel individual and business clients with a focus in the areas of taxation, business law, estate planning and wealth management.
Designed and implemented the first PC network for the Office of the Governor. Installed Lotus Notes software. Implementation was featured in USA Today. Responsible for approval and payment of Accounts Payable.
American Jurisprudence Award for Contracts I (Fall 1988) and Agency & Partnership (Fall 1989).
Graduate Assistant, Department of Quantitative Methods & Statistics.
Implement transportation improvements. Prepared financial analysis of 320+ company stores for Senior Management. Assist Internal Audit Department.
Conducted computer training for Wal-Mart Stores, Inc. (Bentonville AR), Phillips Petroleum Company (Bartlesville OK) and IBM Product Centers (Dallas TX, Memphis TN and Nashville TN). Investigate transportation system for chain of retail stores (OTASCO, Inc.)
Major in Accounting. Minor in Finance. Member of Phi Alpha Delta and Beta Alpha Psi.
Top 10% of class. Founding member of Speech & Debate team. 1st Place National DECA Conference (Petroleum Marketing, Master Employee Series). Student Council Treasurer.
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In 1994, 3.5 inch diskettes, CD's, Hayes modems, Intel Pentium microprocessors, LAN's, Lotus Notes, and WordPerfect were all the rage. Something called the "internet" using HTML was just being discovered. …