Counsel individuals, families and businesses on financial, estate, tax and business planning.

Administration of high net worth client accounts and services in Oklahoma and ArkansasCounsel clients on estate, tax, investment and business succession planningCoordinate implementation and incorporation of various planning strategies across multiple business linesWork with outside counsel on pending litigation and coordination of other legal matters for clientsLead projects on reorganization of responsibilities and systems including cost savings measure reducing annual expenses of $325,000Coordinate integration of current and new staff into department re-organizationSupervise and mentor new officers for staff developmentDevelop strategy for creation and expansion of Trust Division of Bank of Arkansas for Northwest and Central ArkansasRecruit staff for support, sales, administration and investments and implement marketing strategy for growth of Trust Division in Northwest Arkansas.

Responsible for building out the staff and facilities of the Private Financial Services Personal Trust Department of Bank of Arkansas. Additional responsibilities included business development, community relations, supervision of staff and compliance.

Supervise staff in administration and operations of trusts and investmentsCoordinated and implemented systems and account conversions to new operating systemsPrepare and present all federal and state regulatory filings and requirementsCounsel clients on estate, tax, investment and business succession planning.

Supervise staff in administration and operations of trusts and investmentsCoordinated and implemented systems and account conversions to new operating systemsPrepare and present all federal and state regulatory filings and requirementsCounsel clients on estate, tax, investment and business succession planning.

Develop and organize the litigation section for the firm in Northwest ArkansasDevelop new business in the areas of business, estate and fiduciary and medical malpractice litigationRepresent clients in state and federal court in business litigation, fiduciary litigation and insurance defense

Represent clients in estate and fiduciary, medical malpractice and business litigationSupervise and mentor associate attorneys and paralegals

Represent clients in estate and fiduciary, medical malpractice, insurance defense and business litigationSupervise and mentor associate attorneys and paralegalsServed as court appointed mediator in civil matters