Since joining PKF Texas in January 2000, he has been instrumental in growing our Energy and SEC practices. His 32 years of experience includes working with mid-cap and small-cap registrants while at a Big 4 firm and as a controller and SEC reporting officer for a Houston-based publicly traded oil and gas exploration and production company. He has significant experience in providing SEC reporting services to public registrants, spanning the numerous SEC-related reporting forms, rules and regulations. He also has extensive experience in providing auditing services to SEC registrants seeking public offerings and SEC reporting in connection with merger and acquisition transactions. He also serves a number of clients that report under IFRS, many of which are oil and gas exploration and production companies.
Audit and financial consulting for publicly owned and privately held businesses. Areas of industry concentration include domestic and international energy and energy-related businesses with an emphasis on exploration and production, oil field services, transportation, seismic acquisition, drilling, refining and marketing. Other areas of industry experience include retail and wholesale electricity, manufacturing, construction and services companies. Through his years of experience, he has gained a hands-on comprehensive understanding of the transactional complexities related to mergers and acquisitions, private placements and public offerings.
Industries Served:
- Energy
- Oil & Gas
- Manufacturing and Distribution
- Construction
- Private Equity
- Real Estate
Designations:
CPA, Certified Public Accountant
Experience:
Pannell Kerr Forster of Texas, P.C., Houston, TX
Director, January 2003 - Present
Senior Manager, January 2000 – December 2002
Edge Petroleum Corporation, Houston, TX
Corporate Controller, Treasurer and SEC Reporting, July 1997 - January 2000
Deloitte & Touche LLP, Houston, TX
Senior Manager of Audit Services, September 1988 - June 1997
Education:
University of Northern Iowa, Cedar Falls, IA
Bachelor of Arts - Accounting, 1988
Professional Achievements:
Awards
- "Outstanding Committee Chair" - TXCPA Society - Houston Chapter, May 2019
- “Presidential Citation” – Houston CPA Society, 2015 - 2016
- “CPE Event of the Year” – Houston CPA Society, 2014 - 2017
- “Who’s Who in Houston Energy” – Houston Business Journal, 2011 - 2016
Why did you choose to be a CPA and/or advisor?
I was great at math and was deciding between accounting and engineering. Since my brother is a CPA, I decided to follow his footsteps.
What do you like best about helping clients?
Thank you for a job well done. I like knowing that skills and experience we have generated through a middle market firm platform allows us to bring a cost-efficient solution to our clients, especially in comparison to larger firms that oftentimes lack the hands-on exposure working directly with our clients resolving complex issues.
What energizes you about your job?
Assisting with technical challenges that help those who value who we are as services providers. Also solving everyday and not so everyday issues our clients face.
What energizes you about working at PKF Texas?
I enjoy the youthful environment that our firm has and working with young professionals. I also enjoy transferring the knowledge I have gained over the years.
Why are you passionate about serving this niche?
I enjoy the professionalism this industry has, as well as the variety of opportunities serving various clients. No one day is the same, and I never bore or run out of challenges both internally as we navigate our strategy to grow our firm and externally as we provide quality service to our clients.
Where are you from?
Iowa
What do you do in your spare time?
Motorcycle riding, fishing, BBQ cook-offs, work in my wood shop, work on cars, hang out with the grandkids.
What's your favorite season?
Fall
What's your favorite sport to follow?
Football
Do you own any pets?
Yes, an American Bull Dog
Favorite color(s)?
Red
What kind of music do you like?
Country
What is your favorite book/author? Or what are you reading right now?
Don't have any
What's your favorite vacation destination?
Colorado
Favorite movie?
Don't have one
Who was/is the most influential person in your life?
My oldest brother
What is your most-prized possession?
My grandkids
What is something cool we don't know about you?
I was a pilot for a number of years.
