Expert Qualifications

This expert has over 25 years of experience, transitioning through the professional disciplines of accounting, tax, law and finance, including public accounting and private law practice, as well as legal and corporate finance executive positions with Oryx Energy (now Anadarko Petroleum), Verizon and GreenTech Petroleum. He leverages on multi-disciplinary skill-sets in overseeing capital structure, determining the optimum mix of debt, equity and internal financing, building complex economic & financial models, performing the budgeting and forecasting function, developing strategies to improve economic efficiencies on capital deployed, managing complex tax issues and litigation and understanding and resolving financial and accounting questions. He is highly experienced at preparing and communicating business plans and strategies and preparing professional finance packages for qualified projects. He has a heavy international background, including mergers and acquisitions, and all types of domestic and cross-border transactions, with countries such as Russia, China, and Kazakhstan, among many others. He has been published in multiple national journals such as Business Week and the Journal of Corporate Taxation. He has also successfully testified as a finance expert witness in major commercial litigation (involving hundreds of millions of dollars) in venues including state and county courts, U.S. Federal District Court and U.S. Tax Court. Given his diverse background and global experience, he offers a unique blend of business acumen and legal knowledge in negotiating complex transactions, working with integrated teams of professionals from tax, accounting, finance, legal, engineering, geology, and operations departments of companies.

Bio Snapshot

  • Location: Colorado
  • BS, Accounting, Montana State University
  • JD, University of Tulsa College of Law
  • LLM, Taxation, New York University School of Law
  • MBA, Finance, Southern Methodist University
  • Recipient, Nina Werblow Tax Fellowship
  • Member, Betta Gamma Sigma
  • Graduate, National Geothermal Academy, University of Nevada-Reno program on Energy Industry Engineering & Geology
  • Certified Valuation Analyst
  • Certified Public Accountant, Texas
  • Licensed Attorney, Texas Bar Association
  • Licensed CVA
  • Board Certified Tax Law, Texas Board of Legal Specialization
  • Former, Chief Tax Counsel, Oryx Energy
  • Published, Multiple National Journals
  • Former, Director - International Tax Counsel, Verizon Communications
  • Current, CEO & Founder, Privately-held oil & gas consulting and management firm

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Certified Financial Planner Expert

State: GA

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