My focus is on privately held companies wanting to expand, bring in capital, and/or getting ready to sell to ensure maximum value as well as buy side and sell side transaction support and due diligence.

Support to the Fort Worth Herd, a program of the Fort Worth Convention & Visitors Bureau (Visit Fort Worth), established to provide an authentic interpretation of the history of the cattle industry and its impact on the growth and prosperity of Fort Worth, Texas.

Spare parts and used equipment sold internationally supporting oil and gas service companies.

Leading finance, accounting, contracts, and human resources at this oilfield equipment manufacturing company offering products to oilfield service companies internationally. Awarded: 2022 Top 100 Privately held businesses in Tarrant County by Fort Worth Business Press, Winner of 2014 SBA Region VI Exporter of the Year Award, 2015 FTW Chamber Small Business of the Year Award, and Ranked #2450 on the 2015 INC 5000 fastest growing private companies in America.• Established and led finance, accounting, supply chain, and human resources operations over the past decade. Built all back-office functions from ground up to scale international business. Led all human resources activities through subsequent growth, divestiture, and rightsizing.• Ensured cash flow needs were met for short- and long-term viability, innovating with Citibank US to develop a first of its kind credit line needed to participate in lucrative RFP’s utilizing an international Letter of Credit. Won the US Small Business Administration’s “Exporter of the Year” award for both the Dallas Fort Worth Region as well as Region VI (Texas, New Mexico, Oklahoma, Arkansas, & Louisiana).

- Board and Executive Committee Member (Aug 2017-Dec 2020)- Chairman, Women’s Insight Network focused on DEI Initiatives (Apr 2017-Dec 2019)- Vice-Chair, Women's Insight Network (Oct 2015-Mar 2017)- Small Business Council Executive Committee Member (April 2015- Dec 2020)- Small Business of the Year Judge (2016-2019)

CFO with full P&L accountability, reporting to CEO and Board of Directors while leading finance, accounting/tax, 3 M&A transactions (identification, due diligence, and integration), treasury, facilities and human resources. Managed 30 FTEs and outside professional services firms across five states.Became the 4th largest independent health benefit administrator with $135M Revenue, $30M EBITDA, and 734 employees by 2010, providing PPO networks, Third Party Administration of health claims, PBM, Care Management and primary care clinics. • Attended all board of directors meetings, providing financial presentations 2005-2010, on quarterly actual vs. budget, forecast, annual budget and capital budget matters, while company reorganized and downsized. • Assessed and reversed company’s declining revenue and EBITDA, removing roadblocks to profitability and strain on business operations.• Led, monitored and reported to board of directors on acquisition integrations and synergies realized.

One of the largest electric utilities in the US. Ranked #204 in Fortune 500.Director, EnerShop and earlier roles in both Tax Planning and International Accounting Chairman, Central and South West and American Electric Power Political Action CommitteeCo-Chair, Shared Services Committee, addressing deregulation in Texas