State University, Lake Charles, 2008, Bachelor of Science
Certified Public Accountant- State of
Certified Valuation Analyst (CVA)- 2014
Joined MQB in 2008, elected principal in 2016, elected
director in 2019
Federal and state income tax compliance and planning for
corporations, partnerships, trusts, and individuals.
financial advising including tax planning, governance policies,
and financial flexibility within family businesses.
valuations for estate and gift tax purposes, and buying and
selling of businesses.
Professional Associations &
Member America Institute of Certified Public Accountants
(AICPA) and Louisiana Society of CPAs (LCPA); National
Association of Certified Valuation Analysts.