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Partner
Dallas
972.590.5302 Direct
972.490.4120 Fax
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John has more than 13 years of combined experience at TravisWolff and two Big 4 firms, where he provided audit and related services to public and nonpublic domestic and international clients. John has an additional six years of industry experience in the audit and product management practices of Nissan and Verizon. His specific project experience includes serving as an advisor to clients regarding financial, accounting, and business matters, as well as assisting clients with acquisitions and divestitures.


John has extensive experience in all phases of SEC reporting, from S-1 and S-4 filings and initial public offerings to reviews of reports filed on forms 10-K, 8-K, and 10-Q. He has also worked with clients to evaluate and improve internal controls, as well as assist with the adoption of the Sarbanes-Oxley Act (SOX) and due diligence comfort letters.


Certifications

  • Certified Public Accountant (CPA) - Texas
  • Chartered Financial Analyst (CFA)


Education

  • MBA, Southern Methodist University
  • BBA, University of New Mexico


Professional & Community Involvement

  • Frisco Family Services Center (Former Board Member)
  • Prestonwood Church (Former Board Member)
     

Publications & Speeches

  • FAS 141R, AICPA Conferences


Presentation Topics

  • FAS 141R
  • FAS 123R
  • Quality Assurance
  • Auditing Income Taxes
Audit & Assurance
Financial Services
Healthcare
Manufacturing & Distribution
Oil & Gas
Real Estate
Restaurant, Retail & Hospitality
Technology