About ━━━

A frequent speaker on strategic alliances, I have spent 30 years recruiting, training, and developing the practices of CPAs and EAs and coaching advisors on how to best work in the tax professional space. As CEO of CPA²Connect, I coach advisors nationwide on proactive growth, marketing, recruiting, and working inside CPA firms to maximize the impact of these must-have relationships.

With Fee⁴Service, I train advisors on how best to transition from a practice of commissions and fees for assets under management to one focused on value-based billing and fee-for-service as the foundation for the client experience.  Using a template based on equal parts client, plan, and practice, I can show you how to earn more and waste less simply by setting and then holding yourself to a higher standard.

I have also been a partner to buying and selling financial practices and tax firms.  If you are considering a succession plan, retirement, merger, or acquisition, CPA²Connect can help provide ideas and direction to start that process.

A life-long Texan, I live with my children and blind cat near Fort Worth, the hipper half of DFW.  I am an avid runner having completed numerous full and half marathons and several trail and road relays.  I hate cucumbers but love that America seems to have finally learned that “alot” is not a word.