Biography

Jeff has practiced public accounting since 1981. He specializes in financial statement audits and regulatory compliance audits of securities broker-dealers and investment companies, including registered investment advisors and mutual funds, throughout the United States. His experience includes the audits of privately held businesses and publicly traded companies in accordance with SEC reporting requirements, as well as tax compliance and planning services for individuals, partnerships, corporations, and trusts. Jeff has worked with numerous financial services clients on entity structuring and formation, including the capitalization of broker-dealers. He has also worked with many clients in the area of estate, trust, and gift tax planning and has significant experience serving clients in the oil, gas, and hospitality industries. During his career, Jeff has served as president and chief compliance officer of a securities broker-dealer and as a virtual expert panel member of the AICPA Stockbrokerage and Investment Banking Expert Panel.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Texas Farm Bureau
  • Member, Texas Society of Certified Public Accountants
  • Member, The International Accounting Group
  • Member, World Services Group

Education

  • BBA, Texas State University