I was born in Ralls, Texas and grew up in Lubbock, attending Texas Tech University, where I received my undergraduate degree in accounting in 1977.
Although I have lived in Lubbock, I spent many summer working on our family farm located in Crosby County, TX. My parents, both professional educators, came from families that had farms and ranches, so my roots are sowed deep in the soils of the Lone Star state. After becoming a CPA in 1978, I started working in an accounting practice in Lubbock where I concentrated on income and estate taxation issues for farmers and ranchers. I then expanded to providing accounting, tax compliance, and retirement planning services to small businesses and individuals. My years of tax experience helped me realize that my clients still needed additional assistance with the larger picture of their long term financial goals. In 1995, I began providing total wealthcare planning services as a part of my accounting practice, offering my clients a uniquely personalized approach to planning for their financial needs and helping them achieve their long term financial goals. – Serves on the Lubbock Symphony Orchestra Board of Directors
– Serves on the Covenant Hospital Board of Directors
– Has over 30 years of experience as a CPA
– Registered Representative of 1st Global Capital Corp