Bio
Credentials
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Accredited in Business Valuation (ABV)
American Institute of Certified Public Accountants (AICPA)Jan, 2004- May, 2026 -
Certified in Financial Forensics (CFF)
American Institute of Certified Public Accountants (AICPA)Jan, 2004- May, 2026 -
Accredited Senior Appraiser (ASA)
American Society of AppraisersJan, 1998- May, 2026 -
Certified Valuation Analyst (CVA)
National Association of Certified Valuators and Analysts (NACVA)Jan, 1998- May, 2026 -
Certified Public Accountant (CPA)
American Institute of Certified Public AccountantsJul, 1987- May, 2026 -
Certified Management Accountant (CMA)
Institute of Management AccountingJan, 1979- May, 2026 -
Certified in Financial Forensics (CFF)
AICPAJan, 2010- May, 2026 -
Accredited in Business Valuation (ABV)
AICPAJan, 2004- May, 2026 -
CPA, MBA, ASA, CVA, CMA, ABV, CFF
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Various other certificates no longer held due to relevance, e.g. CEA, DABFA, CMC, CSP, et al.
Various.
Experience
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Financial Forensics®
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Lake Oswego, OR
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President
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Nov 1999 - Present
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Lake Oswego, OR
I have delivered more than 100 training sessions on forensic accounting-related topics during the last 5 years. My deliveries span 26 states (including 15 state CPA societies), Puerto Rico and Canada. I have provided training to the Federal Bureau of Investigation (FBI), United States Departmen...
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Regional CPA Firm
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Portland, Oregon Area
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Director of Forensic Accounting
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Jun 1994 - Oct 1999
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Portland, Oregon Area
Expert witness, business valuation, troubled companies. Purchased by Moss Adams, CPAs.
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Financial Forensics®
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Lake Oswego, OR
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President
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Jun 1993 - Jun 1994
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Lake Oswego, OR
Expert witness, business valuation, troubled companies.
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Regional CPA Firm
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Lake Oswego, OR
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Partner (1991-1993); Director (1989-1991)
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Jun 1989 - Jun 1993
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Lake Oswego, OR
Expert witness, business valuation, troubled companies, fraud investigation.
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Price Waterhouse
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Portland, OR; Anchorage, AK
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Partner (1985-1989); Senior Manager (1980-1985)
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Nov 1980 - Dec 1989
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Portland, OR; Anchorage, AK
Systems development, troubled companies, business valuation, expert witness.
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Ernst & Young
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St. Louis, MO
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Supervisor
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Dec 1977 - Apr 1980
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St. Louis, MO
Troubled companies, damages analysis, implementation of accounting systems.
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Wetterau Incorporated (OTC: $1.3 billion)
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St. Louis, MO
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Director of Financial Reporting
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Sep 1972 - Nov 1977
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St. Louis, MO
Financial Reporting, including consolidations approximating 50 entities and multiple levels, whole and partial ownership interests, SEC reporting, e.g. 10-Ks & 10-Qs, Annual Report and related responsibilities.
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Education
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Southern Illinois University, Edwardsville
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Arkansas State University
Suggested Services
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