McNeese State University – Lake Charles, Louisiana 1991, Bachelor of Science in Finance; Certified Public Accountant - State of Louisiana 1998; Certified Valuation Ananlyst
(CVA) – 2001; Joined MQB in 1998, elected principal in
2002 and elected director in 2005.
Business valuations for estate and gift tax purposes, and buying and selling of businesses; Audits of financial institutions and credit unions; Financial statement analysis with emphasis on loan repayment risk assessment; Business plans and financial forecasts; Income tax compliance and planning for individuals, businesses and estates.
Professional Associations &
Member America Institute of Certified Public Accountants (AICPA) and Louisiana Society of CPAs
(LCPA); National Association of Certified Valuation Analysts.