Education

  • BS - Accounting; Thomas Edison State University (2014)
  • MS - Accounting; Texas A&M University - Commerce (2016)
  • CPA in the state of Texas

Overview

  • Experience in serving credit unions and banks related to financial audits up to $4 billion in assets.
  • Working with credit union clients that have CUSOs, member business lending, HUD, and indirect lending.
  • Working with bank clients that have complex commercial lending relationships and HUD.
  • Provides contracted internal audit services to financial institutions with a strong operational knowledge of credit unions and banks.
  • Knowledgeable of other audit requirements such as ACH compliance audits.
  • Business and individual tax experience to assist with tax related issues facing CUSOs, holding companies, banks and their subsidiaries.

Upcoming speaking engagements

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Resources and event materials

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In the community

  • Texas Society of CPAs
  • Young Professionals of the Dallas CPA Society