Education

  • University of Oklahoma (Bachelor of Business Administration in Finance, 2000)
  • Oklahoma City University School of Law (Juris Doctor, 2008, Summa cum laude)
    • Cali Awards for top student - Income Tax, Estate and Gift Tax, Legal Research and Writing I and II; Multiple Faculty Honor Roll Selections; Graduated in the top five percent in his class
  • University of Florida Levin College of Law (LLM in Taxation, 2009)

Admissions

  • United States Tax Court
  • State Bar of Oklahoma
  • United States District Court for the Western District of Oklahoma

Professional Organizations & Memberships

  • Past Chairperson for the Oklahoma Bar Association , Tax SectionĀ  (Nov 16 to Nov 17)
  • American Bar Association
  • Estate Planning Council, Oklahoma City Oklahoma
  • Oklahoma City Tax Lawyers Breakfast (former Treasurer)
  • Member of two other informal tax/estate planning working groups

Prior Experience

  • Former tax partner/shareholder at Andrews Davis, PC: (1) assisted clients with disputing/protesting tax proposed by the Internal Revenue Service and the OTC; (2) reviewed and drafted tax related provisions in connection with private security offerings and the purchase/s sale of businesses; (3) documented and assisted clients with the purchase and sale of businesses; and (4) prepared legal opinions on the federal and income tax consequences of various transactions; and (5) assisted with client with estate planning for medium and large estates.
  • Associate at: (1) Riggs, Abney, Neal, Turpen and Orbison & Lewis; and (2) Day, Edwards, Propester & Christensen.
  • Prior to becoming an attorney, worked five years as a Budget Analyst for the Office of State Finance.