At Galloway Solutions we are a niche contract CFO firm with a razor-sharp focus on providing comprehensive financial planning, tax planning and preparation, accounting/bookkeeping, loss prevention, fraud detection and elimination, investment/portfolio management, wealth management and business management services to other small business up to 300 employees, families, and entrepreneurs. I have 17 years of demonstrated success and failures that I have learned from in all of these disciplines, and I care deeply about my clients and achieving their goals. I am relentless and obsessive on reducing unneeded expenses, maximizing profit, eliminating fraud and abuse, implementing checks and balances and compliance, creating liability protection, and mitigating all risk. I have negotiated on behalf of numerous CFOs with tentative vendors to reduce costs. I will find new areas of efficiency and profit for small and mid-size companies. I also have vast knowledge of investment management, estate planning, insurance, business formation, liability, tax and accounting.

Provided tax planning and preparation for foreign nationals working in the US and expatriates working abroad in the Human Capital Division of EY.

Provided financial counseling, tax planning and preparation, estate planning, investment management, corporate benefits counseling, insurance, and retirement planning to the C-Suite at Fortune 500, including Exxon Mobile, Chevron, Chesapeake, Pioneer Energy, AT&T, USAA, and others.

Worked closely with families during the Financial Crisis to ensure their retirement plans and wealth goals would be met.

Under the recruitment and mentorship of John Pulliam, Donald Bailey, CFP® and Scott Parrill, CFP®, to name a few individuals at Merrill Lynch in Plano, Texas, I honed important wealth management skills needed to manage high-net-worth families.

I began my training and career as a financial advisor and planner with Edward Jones in Frisco, Texas under the mentorship of AJ Davis, a partner. I focused on helping my clients with a number of financial issues, such as preparing for retirement, living in retirement, saving for education, preparing for the unexpected and estate considerations. I worked with well-established local professionals (CPAs, estate attorneys, life insurance specialists and business retirement specialists) to best serve families and small businesses.

Proudly served our nation as a Field Artillery Officer (13A) in the US Army is various leadership roles around the country until I sustained an injury and medical retirement and disability from the Army.