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I graduated from Grapevine High School in Grapevine, Texas in 1983 and the University of North Texas in 1991 with a Bachelor of Science Degree in Accounting and a Master of Science Degree in Accounting (Emphasis in Audit). I received my CPA designation in Texas in 1993 and my CPA designation in Minnesota in 2000.

I have over 29 years' experience in general accounting, auditing of public and private companies, tax return preparation, financial statement preparation, SEC Reporting, and auditing under the audit standards of the PCAOB.

I am a member of the American Society of Certified Public Accountants (AICPA), with memberships in the Texas Society of Certified Public Accountants (TSCPA) and the Minnesota Society of Certified Public Accountants (MNCPA).  

Since 2007, I have been a contributing author to more than 65 of audit guides and practice aids sold Thomson Reuters. 

Since 2015, I have been the author of Thomson's SEC and PCAOB Quarterly Update and teach that content monthly via live continuing professional education (CPE) webinars as the subject matter expert for Thomson Reuters. This webinar provides participants with an overview of the recent and proposed SEC and PCAOB regulatory actions related to accounting and auditing for public companies and broker-dealers. Specifically, the webinar covers recent SEC proposed rules, final rules, other orders and notices, and staff interpretations. It also covers recent regulatory activities of the PCAOB including proposed releases and final releases related to: auditing standards, ethics and independence standards, quality control standards and attestation standards; and, PCAOB guidance related to these standards, including: concept and other releases, proposed other releases, results of recent PCAOB Inspection reports of Auditors of Registrants and PCAOB Inspection Reports of Auditors of Broker Dealers, Staff Audit Practice Alerts, and PCAOB Staff FAQ's

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