Credentials
- Juris Doctorate (JD) 1983
- Certified Valuation Analyst (CVA) 2016
Education and Training
- The University of Memphis School of Law–Juris Doctorate 1982
- The University of MemphisBachelor of Science in Business Administration (Accounting) 1980
- National Association of Certified Valuators and Analysts– Business Valuation Certification and Training for CVA (40 Hour Course) 2015
- Institute for Family Conflict Resolution– Introductory Interdisciplinary Collaborative Divorce Training (14 Hour Course) 2018
Educational Conferences
- National Association of Real Estate Investment Trusts-Annual Conferences 1994-1998
- Tennessee Society of CPAs-Forensic & Valuation Services Conference 2017-2023
Professional Memberships
- The Tennessee Bar Association (TBA)–Member 2015-Present
- National Association of Certified Valuators and Analysts (NACVA) Member 2015-Present
- Memphis Collaborative Alliance–Member 2018-Present
Work History
- Forensic & Valuation Services, PLC–Senior Analyst 2015-Present
- Grace/Browning/Grayco Construction-CFO, In-House Counsel 2002-2015
- Kenlan Development–CFO, In-House Counsel 2005-2015
- Vista Memphis, LLC-Principal 2001-2005
- Orion Realty Advisors, LLC-Principal 2001-2005
- RFS Hotel Investors, Inc.–EVP, CFO, CAO, In-House Counsel 1993-2001
- RFS, Inc. CFO, In-House Counsel 1991-1993
- Dominion Hospitality Management-CFO, In-House Counsel 1989-1991
- The McDowell Company–CFO, In-House Counsel 1983-1989
Range of Experience
• Bankruptcy
Defense of Discharge
• Business Valuation
Divorce, Sale, Acquisition, Merger, Litigation, Estate & Gift
• Divorce Consulting Services
Property Division, Alimony Analysis, Pension Valuation, Separate Property & Dissipation Issues
• Forensic Economics / Economic Damages (Plaintiff & Defense)
Lost Business Profits
• Forensic Investigative Accounting
Fraud, Divorce
• Finance
1993 - Integral part of establishing the first hotel Real Estate Investment Trust (REIT) since the 1960’s
Participated in IPO and additional follow on offerings totaling over $350,000,000
As CFO, took the lead on several bond issues totaling over $300,000,000
• Commercial Real Estate
Involved in the acquisition of over 100 commercial properties including hotels, office buildings and shop-ping centers throughout the United States
Participated throughout the process from due diligence, contracting to purchase the property and closing
• Commercial Real Estate Financial Management
Managed the finances and vendor contracts for several shopping centers in Northern Mississippi including lease representation
Personal and Community
- Past- March of Dimes–Treasurer, Board of Directors Local Chapter Habitat for Humanity, Member
- Current- Germantown, TN Financial Advisory Commission, Member
Courts Qualified In as an Expert Witness
- Total Courts/Jurisdictions: 17 as of 01.26.24
Presentations and Publications
- Total Presentations: 3 as of 01.26.24
Expert Witness Testimony Appearances –Court and Arbitration
- Total Testimonies: 24 as of 01.26.24
Expert Witness Testimony Appearances –Deposition
- Total Testimonies: 10 as of 01.26.24