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 Section (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.