Education:
Southern Methodist University (BA and BBA 1982, JD 1985);
CFP (1985); Chartered Financial Analyst CFA (1992)

Business Experience:
Ayco Company, LLP 1984-1987
Ernst & Young, Manager 1987-1989
Arthur Andersen, Senior Manager 1989-1993
Ayco Company, LLP (American Express, Goldman Sachs), Partner 1993-2003
Paratus Financial, Inc., Managing Director 2003-present
Adjunct Professor University of Dallas Graduate Management School