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Work Background
Valuation Fraud & ForensicsPartner
Jan. 2019Houston, Texas AreaI provide testifying and consulting expert services to family law, business law, estate law, criminal law cases for business valuation, characterization & tracing, inventory preparation, fraud examinations, bankruptcy proceedings, and other financial forensics issues. I routinely provide testimony in counties throughout Texas. In addition to litigation-related work, I provide business valuations for estate purposes for FLPs, gifting, transfers, tax calculations, etc.
Baker Tilly US (Formerly Middleton Raines Zapata, formerly Karlin, Ramey & Tompkins)Director - FVLS
Jan. 2015 - Dec. 2018Houston, Texas AreaPrepare and supervise preparation of business valuation reports for litigation (commercial, family and collaborative), estate planning/tax, M&A and SBA loans. Provide litigation support services including testimony, financial analysis, inventory preparation and tracing and characterization of assets and accounts. Attend trial, mediation, arbitration and hearings to provide expert testimony/advice.
Briggs & Veselka Co.Manager Valuation and Litigation
Jun. 2013 - Jan. 2015Houston, TexasBusiness valuation (including estate and ESOP), forensic accounting, litigation support (including family law and collaborative), expert testimony for litigation, tracing, inventory preparation.
The McClure FirmSenior - Valuation and Litigation
Jan. 2008 - Jan. 2013Prepare business valuation reports for litigation. Litigation support including testimony, financial analysis, inventory preparation and tracing of assets and accounts. Attend trial, mediation, arbitrations and hearings to provide expert testimony/advice.
Brainwaves Neuroimaging ClinicDirector
Jan. 2003 - Jan. 2008Oversee all financial planning and management. Develop and manage company budgets. Train, manage and review employees. Oversee all marketing aspects of the company as well as all daily operations and compliance with state and federal regulations.
Ahtna Government Services CorporationAP, AR and Payroll Manager
Jan. 1997 - Jan. 1999Anchorage, Alaska
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