I advise clients on partnership structuring, transaction structuring, acquisitions, and ASC 740. My clients are predominantly upstream public and private equity companies in the energy industry.
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Some of my greatest professional accomplishments involve helping clients save money. I’ve been involved with a client going through an Up-C structure, helped clients amend tax returns to reduce their tax exposure, and assisted on an IRS exam involving multiple field agents with a no-change letter. I love that this career affords me the ability to work with intelligent and dedicated clients and to learn from them about business and structuring. Every day is challenging and provides new learning opportunities.
I’m a member of the AICPA and the Colorado Society of CPAs. I received my B.S.B.A. in accounting and my M.S. in accountancy from Colorado State University.
Most of my free time is spent on my family’s farm/ranch in eastern Colorado where we enjoy the outdoors and farm life. On summer weekends, we enjoy time at the lake. I also attending sporting events from high school to professional.