About
Certified in Financial Forensics – selected by the U.S. Senate as its only investigative accountant for Whitewater. Reviewed documents related to the audit of Swiss banks for holocaust victims’ assets. Accounting Expert Witness since 1994. Certified Forensic Accountant – cases including bankruptcy, IRS negotiation and representation, and business damages. Personal Financial Specialist – complex business financial planning; business, bankruptcy, estate and divorce litigation; estate planning; and tax preparation. Provided expertise to The Wall Street Journal, Time Magazine, NBC Nightly News with Tom Brokaw, The Washington Post, and Tax Notes. Certified Public Accountant since 1977.
Accreditations and Licenses:
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Forensic Accountant (Cr.FA)
Certified in Financial Forensics (CFF)
Chartered Global Management Accountant (CGMA)
NASD Series 66 License (Investment Advisor)
NASD Series 7 License (General Securities License)
NASD Series 24 License (General Principal Securities License)
Texas Life and Health Insurance License
“We Solve Problems.”