He has obtained professional development course experience regarding not-for-profit auditing, general auditing, construction company auditing, and other technical disclosure and accounting oriented professional education courses. He has acquired professional development courses in individual and corporate taxation, estate and trust planning and taxation, partnership taxation, personal financial planning, business valuation, as well as frequent tax updates.

He has been associated with audit clients in the areas of not-for-profit entities, health care entities, construction companies and other commercial entity audits.

He also specializes in the areas of individual, corporate, estate, trust, and partnership tax return preparation and review including health care entities, non-profit organizations, manufacturing entities, construction companies, retail stores, and various others. In addition, he has extensive experience in personal financial planning and business valuation services. He also has client responsibilities including peer review and strategic planning for other CPA firms.

Speaking Engagements
Frequent speaker and trainer for non-profit organizations of all sizes in areas of board training, board responsibilities, strategic planning and fund raising. Presented numerous continuing education courses for CPAs.

Texas Society of Certified Public Accountants –

• Chairman (2006-07)
• Executive Board (2002-2008)
• Strategic Planning Committee
• CPE Advisory Board (2001-2006), Vice Chairman
• Accounting Education Foundation
• Director
• Chairman of Chapter Coordinating Committee
• State Taxation Committee
• Taxpayers Education Committee
• Legislative Leadership Texas
• PFP Committee
• Communications Coordinating Committee

Abilene Chapter of the Texas Society of Certified Public Accountants - Director, Treasurer, Vice-President, President

American Institute of Certified Public Accountants - Personal Financial Planning Section Executive Committee

Institute of Certified Financial Planners

National Association of Certified Valuation Analysts

• Ethics Oversight Board
• Current Update in Valuations Committee
• Exam and Grading Committee
• Quality Enhancement Committee

Institute of Business Appraisers

Abilene Wednesday Rotary - Charter President and 1st Full Term President

The Grace Museum - President (4 terms), Vice President, Treasurer, Board Member for more than 20 years

Nonprofit Resource Center- Director, Vice President, President (3 terms)

West Central Texas Oil and Gas Association - Director

Abilene Jaycees - President, Treasurer, Director

Business Alliance for Intercollegiate Development - President (2 terms), Vice President, Treasurer

Grace Cultural Center - Building Campaign Committee Chairman

Nelson Park Festival Gardens - Chairman

KACU (Radio Station) - Community Advisory Board

State Representative Bob Hunter - Campaign Treasurer - 20 years

Leadership Abilene Alumni - President (2 terms)

Abilene Boys Club - Director

Abilene Boys Ranch - Treasurer

Taylor County Cancer Society - Director

Named one of the Top 100 Most Influential Practitioners by CPA Magazine - 2006

Named one of "America's Top Financial Planners" by Consumers' Research Council of America- 2007

Distinguished Public Service by Texas Society of Certified Accountants 1999/2000

Jefferson Award Nominee 2001

1998 Outstanding Volunteer Fund Raiser - by National Society of Fund Raising Executives, Abilene Chapter

Outstanding Chapter Award - TSCPA - 96 / 97

Art Award - Outstanding Individual - 1991
- by Abilene Cultural Affairs Council

Five Outstanding Young Texans - 1987
- by Texas Jaycees

Outstanding Young Abilenian - 85 / 86
- by Abilene Jaycees

Texas Association of Museums - 2006 Trustee of the Year