Diamondback Industries manufactures and distributes disposable plug setting tools for use in the fracturing oil and gas wells along with the energetics, ignitors, and detonators to power the plug setting tools. Diamondback has its primary manufacturing facility in Crowley, Texas, and has distribution and sales locations in Midland, Texas, Poteet, Texas, Greensburg, Pennsylvania and Clairmont, Alberta Canada. Diamondback made $45 million in sales during 2023.• Reviewed newly installed NetSuite Inventory system. Identified errors in overhead allocations and worked with outside consultants to reimplement NetSuites and correct 4th quarter 2023 and year to date 2024 reporting.• Reviewed and corrected bank monthly and quarterly debt compliance reporting and return it to timely reporting.• Prepared budget template for 2024 to make budgeting process automated and repeatable in future years.• Began the first sales reporting to CEO and COO in hopes of pushing data to sales team to better react to market changes and competition.• Reworked fixed asset processes and procedures and implemented new depreciation software for both book and tax reporting.• Prepare and present monthly reporting and budgeting information to COO, CEO and majority ownership family office management group.

Jones Contractors, Inc. is a second generation privately held pipeline, station, and heavy civil construction company working primarily in the Midstream space. Jones Contractors Inc. has had projects in over 20 states with their main operations in North Dakota (Bakken), New Mexico, and Texas (Permian Basin). 2021 Revenue was $78 million. 2022 Revenue was approximately $120 million and was on pace to be $195 million in 2023.• Set up the first financial reporting in company history working with outside CPA firm and guided the company through their first three GAAP financial audits which were necessary to acquire and maintain bank financing.• Established monthly financial reporting for all Regions/Division of the company to ensure accountability of Regional/Divisional managers in their individual results.• Established company’s first FP&A with monthly reporting to the ownership and executive management group.• Moved the company’s operating bank accounts from a local bank to a larger regional bank which included negotiating an increase of their working capital line of credit from $2.5 million to $15 million.

First tax hire to build and manage a tax department for a multi-billion dollar privately held E&P company in South Texas. Department currently has 5 employees in both federal tax and SALT. In charge of all of federal tax functions for multiple entity tiered partnership structure. Manage various tax partnership relationships with JV partners and 704(c) issues related thereto. Advisory and consultative role for management of all international tax, franchise tax, sales tax, ad valorem tax, excise tax and severance tax functions. Manage 3rd party vendor relationships for all outside tax attorneys, CPA's, and other providers. Consult on tax efficient entity structuring and tax aspects of proposed transactions. Consult on individual tax and estate and gift tax issues for company owners as needed.

Served as Tax Manager in energy group dealing mostly with independent E&P companies in Barnett shale. Also represented midstream companies in the Marcellus and Bakken plays. Represented various private service companies primarily in the medical sector and various independent manufacturers. Also worked with high net worth individuals and family groups. Consulted on and did tax compliance work for start up of Caiman Energy - a midstream company primarily in the Marcellus.

Associate Attorney – Working with the Tax, Corporate, and Business; Real Estate; and Estate and Probate groups which together comprise the transactional section of Brown McCarroll, Tax, Corporate, and Business Group: Perform work regarding business formation and governance as well as the acquisition and sale of closely held companies. Federal Tax consulting to create tax efficient structure for various transactions involving Partnerships, Corporations, and S Corporations. Complete various tax and legal research projects and draft legal opinion memoranda. Lead attorney on the sale and acquisition of three restaurant companies including drafting asset purchase agreement and related documents. Responsible for being lead attorney in the Dallas office with regard to the newly enacted Texas Margins tax.Real Estate Section: Draft various real estate documents common to real estate transactions including contracts for sale, estoppels, escrow agreements, and bills of sale. Perform various title and survey review and work with title insurance underwriters and surveyors to finalize title commitments. Drafted and helped negotiate a $105 million contract for the sale of a multi-family housing development in Alexandria, Virginia and oversaw closing of the transaction. Estate Planning Section: Provide estate tax planning and consulting to wealthy families and individuals. Responsible for the formation of private foundations and the related IRS fillings to request Federal tax exemption for the non-profit entities.

Completed various tax and legal research projects, performed general corporate work, and drafted legal opinion memoranda. Prepared various trusts, wills, and other documents related to estate planning and administration.

At KPMG in Midland, Texas I managed a staff of five professionals. Performed tax consulting and compliance services to the oil & gas industry for both SEC reporting and privately held corporations. Preparation and review of both public and private consolidated corporate income tax returns. I also worked on partnership returns for various independent E&P companies. Prepared FAS 109 accruals for various SEC reporting clients. Income, gift, and estate tax consulting and compliance service to large family groups and high wealth individuals.