- Member, AICPA
- Member of Leadership Council, Texas Society of Certified Public Accountants
- Board of directors, Texas Society of Certified Public Accountants – Dallas
- President-elect
- Life Benefactor fellow, Dallas Bar Foundation
- Member, Texas Bar College
- Assistant general counsel, Texas Comptroller of Public Accounts
- In-house counsel, Howard Financial Services, Ltd., Dallas
Education
- Southern Methodist University Dedman School of Law, LL.M., 2004
- Texas Tech University School of Law, J.D., 2002
- Texas Tech University, M.S., 2002
- The University of Texas at Austin, B.A., with honors, 1999
Bar Admissions
- Texas
- District of Columbia
Court Admissions
- Supreme Court of the United States
- U.S. Court of Federal Claims
- U.S. Tax Court
- U.S. Court of Appeals, Fifth Circuit
- U.S. District Court, Eastern District of Texas
- U.S. District Court, Northern District of Texas
- U.S. District Court, Southern District of Texas
- U.S. District Court, Western District of Texas
- Speaker, “Hot Topics: Navigating the Corporate Transparency Act & Estate Tax Audits,” TXCPA East Texas, November 21, 2024.
- Speaker, “Corporate Transparency Act Compliance,” Texas Society of Certified Public Accountants Practice Management Conference, May 2024.
- Speaker, “Family Law Considerations in Estate Planning,” Texas Society of Certified Public Accountants Summit 2024 Conference, August 2024.
- Author, “Estate Planning in Uncertain Times,” Troutman Pepper Locke, July 7, 2025.
- Author, “You Don’t Have to be a Rock Climber to Leave a Lasting Legacy: Planning with Purpose Trusts,” Finseca The Washington Report Wealth Transfer Edition, March 27, 2025.
- Board Certified, Tax Law and Estate Planning and Probate Law, Texas Board of Legal Specialization
- Certified Public Accountant
- Certified Financial Planner™