Charlie has a combined 20 years of private and public accounting experience. He specializes in providing auditing, compliance, and consulting services to both public and privately held companies in the financial services industry, including community banks, leasing companies, mortgage banks, and other financial institutions. Charlie’s experience includes mergers and acquisitions, initial public offerings, compliance with HUD, and FDICIA. He routinely consults with his clients on complex accounting matters, regulatory compliance, and enterprise risk management.

Charlie is a frequent author and speaker for the firm’s financial services industry conference as well as state and national trade associations, including Western Independent Bankers and the Equipment Leasing and Finance Association.

External Publications

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Equipment Leasing and Finance Association’s Financial Accounting Committee
  • Member, Texas Society of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants


  • BBA, accounting, Delta State University

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