Professional Summary

Dynamic financial executive with deep tax, accounting, and finance expertise, specializing in large public and privately held companies. Adept at delivering strategic consulting and tax planning advice while leading high-performance teams to achieve business objectives. Proven track record of driving profitability and operational efficiency through innovative solutions and complex financial analysis. Passionate mentor and leader, skilled at developing and guiding cross-functional teams to success.

Core Competencies

• Financial Services Expertise: Extensive experience in banking, capital markets, insurance, and finance.
• Agribusiness Expertise: Extensive expertise with farming and livestock operations.
• Strategic Tax Planning & Consulting: Delivered innovative tax solutions resulting in millions in tax savings.
• Regulatory Navigation: Led numerous engagements involving financial, statutory, and tax reporting.
• Profitability & Turnaround: Identified and implemented revenue and cost-saving ideas.
• Broad Technical Tax Expertise: Experience with consolidated C corporations, S corporations, partnerships, and estate planning.
• Team Leadership & Project Management: Spearheaded cross-functional teams on large projects.
• Stakeholder Engagement: Proven success in building relationships with C-suite executives and clients.

Professional Experience

PricewaterhouseCoopers LLP | Dallas, TX (2003 – 2023)

Partner – Admitted to partnership in 2008 (New York, Dallas). Served in leadership roles in Firm’s Trust Solutions practice and as lead tax partner on many key accounts. Led teams on complex projects and transactions.

• Spearheaded banking, capital markets, and insurance tax practice in Greater Texas.
• Led PwC Tax National Captive Insurance Practice advising Fortune 500 and large private clients.
• Served tour in PwC’s National Office advising on complex tax accounting issues.
• Oversaw management functions in tax consulting practice including recruiting, hiring, and strategic growth plans.

Arthur Andersen LLP/KPMG | Kansas City, MO (1997 – 2003)

Director – Member of the M&A and international tax team; led tax teams on acquisitions and special projects.

Occidental Petroleum Corporation | Los Angeles, CA (1995 – 1997)

Associate Tax Counsel – Led tax planning and analysis on international operations in various regions.

Arthur Andersen LLP | Dallas, TX (1990 – 1995)

Senior Tax Associate – Provided tax services and planning for major clients.

Agribusiness Experience

Advisor and owner of livestock research facility, feedlots, and large farming operations. Assisted investors in the acquisition of over 25,000 acres of farmland in Brazil.

Education, Certification & Board Information

• Southern Methodist University, Dedman School of Law: Juris Doctor | Dallas, TX
• University of Iowa: Bachelor of Business Administration in Accounting | Iowa City, IA
• Certification: Certified Public Accountant, Texas
• Board Leadership: University Park United Methodist Church (Finance Committee Chairman), SMU Planned Giving Advisory Council, Friends of the Zoo, Inc. (Board of Directors, Treasurer)