- Chairman, ERISA Industry Group
- Member, American Bar Association Section of Taxation Employee Benefits Committee
- Member, State Bar of Texas
- Member and past chair, IRS Gulf States Key District TE/GE Council
- Member, SouthWest Benefits Association
- Past chair, Education Committee
- Fellow, American College of Employee Benefits Counsel
- Board of directors, Make-A-Wish Texas Gulf Coast and Louisiana
- Adjunct law faculty, Southern Methodist University School of Law (2000-2006)
- Taxation of Deferred Compensation (2000-2006)
- Employee Benefits Law (2001-2005)
Education
- Georgetown University Law Center, J.D., cum laude, 1992
- Miami University, B.A., cum laude, 1989
Bar Admissions
- Texas
- Speaker, “Legal Issues Employers Face in 2024: What You Need to Know,” Locke Lord, February 21, 2024.
- Speaker, “Legal Issues Employers Face in 2023: What You Need to Know,” Locke Lord, February 15, 2023.
- Speaker, “Employment Issues for a Post-Pandemic Workforce: What Are the Next Steps?” Locke Lord, October 22, 2020.
- Speaker, “COVID-19 and Your Benefit Plans: What You Need to Know Now,” Locke Lord, March 23, 2020.
- Speaker, “401(k) Update: An Overview of the Retirement Plan Changes Made by the SECURE Act and Recent IRS Guidance,” Locke Lord, February 27, 2020.
- Co-author, “IRS Issues Proposed Regulations on the Expanded Definition of “Covered Employee” Under Code Section 162(m),” Troutman Pepper Locke, January 29, 2025.
- Author, “Short Extension of Clawback Policy Deadline Suggests Listed Companies Will Need to Adopt Policies by Early August,” Locke Lord, April 27, 2023.
- Author, “Updating Clawback Policies,” Locke Lord, April 5, 2023.
- Author, “Compliance Considerations for Medical Travel Reimbursement,” Locke Lord QuickStudy, August 1, 2022.
- Author, “Don’t Get Caught Off Guard – New Rules Established by the No Surprises Act,” Locke Lord, October 2021.
- Author, “Surprise Medical Billing – Changes to Law Will Have a Significant Impact on Group Health Plans,” Locke Lord, February 2021.
- Author, “Section 162(m) Final Regulations,” Locke Lord, January 6, 2021.
- Author, “Has Your Retirement Plan Experienced a Partial Plan Termination?” November 2020.
- Author, “Has Your Retirement Plan Experienced a Partial Plan Termination?” Locke Lord, September 29, 2020.
- Author, “Initial Thoughts Regarding the IRS’ Employee Payroll Tax Deferral Guidance in IRS Notice 2020-65,” Locke Lord QuickStudy, September 1, 2020.
- Author, “The New Carried Interest Proposed Regulations, Profits Interests, and Revenue Procedures 93-27 and 2001-43,” Locke Lord, August 11, 2020.
- Author, “IRS Issues Carried Interest Guidance,” Locke Lord QuickStudy, August 7, 2020.
- Author, “New ERISA Safe Harbor Expands Opportunities for Electronic Disclosure of Retirement Plan Information,” Locke Lord QuickStudy, June 9, 2020.
- Author, “CARES Act Guide: Overview of IRS Guidance Regarding the Employee Retention Credit,” Locke Lord QuickStudy, May 4, 2020.
- Author, “What We Know and What is Ahead: COVID-19 Financial Assistance,” Locke Lord QuickStudy, April 21, 2020.
- Author, “CARES Act Guide: Overview of IRS Guidance Regarding Deferral of Employment Tax Deposits and Payments,” Locke Lord QuickStudy, April 13, 2020.
- Author, “Governance Issues for Retirement Plan Sponsors Due to ‘Opt-Out’ Amendments,” Locke Lord, April 2, 2020.
- Author, “CARES Act Guide: Overview of Key Employee Benefits Provisions,” Locke Lord QuickStudy, March 28, 2020.
- Author, “CARES Act Guide: Overview of Executive Compensation Limits,” Locke Lord QuickStudy, March 28, 2020.
- Author, “Overview of Proposed Regulations Under Code Section 162(M) — Who is a Covered Employee,” Locke Lord, January 15, 2020.
- Author, “Overview of Proposed Regulations Under Code Section 162(m) — Grandfather Rules,” Locke Lord, January 8, 2020.