Active Term: 01/2023 - 01/2024
Areas of Expertise
Financial Advisory Services Practice Leader and Managing Director
WG Consulting, LLC
I have 20+ years of experience as a Certified Public Accountant with a diverse accounting, finance and audit background including regional leadership and local management of a national consulting firm, senior financial management positions in technology and energy related companies, and seven years at a Big Four accounting firm. I began my career in the audit division of PriceWaterhouseCoopers.
As Managing Director in the Houston office of WG Consulting, I lead a team of professionals that provide strategic council and customized solutions to clients. Our team of experts support businesses with special projects, management consulting, outsourced departments or key roles, and operational support and training.
I earned my BBA and Master’s in Accounting from Texas A&M University. I am a member of the Texas Society of CPAs, FEI, ACG and was selected for Class XXII of Leadership Houston. I am a Board member of Bo's Place and TXCPA Houston. I have served on the Executive Committee of Bo's Place for 3 years as Treasurer.
• Mergers & Acquisitions
• Financial Analysis
• SEC & Financial Reporting
• Acquisition Integration
• Finance and Financial Modeling
• Financial Controls and SOX Implementation
• CFO Services
• Practice Management