General Corporate Counsel

Regulatory Compliance • In-Depth Research • Audit • Internal Controls • Strategic Planning Commercial/Financing Agreements • Domestic/International Contract Negotiation/Execution

I take the worry off your shoulders regarding all Legal, Accounting and Tax issues, leaving you focused on doing what you do best, which is leading your company to growth and long-term success. With advanced experience and education in both Accounting/Tax and Law, I have made a tremendous impact on the companies I have worked for throughout my career. My specialty is successfully navigating businesses through the complexities of Legal, Regulatory and Tax matters, especially when these issues combine. With over 15 years of experience as an Attorney and Consultant, coupled with nearly 5 years as a practicing CPA, I have saved my clientele hundreds of millions of dollars, and because of this, some of the biggest names in a variety of industries currently rely on my advice.

Because of my expertise in tax law, I can switch your Legal area from a cost center to a profit center. And if you have been outsourcing your Legal and Accounting functions, I may be able to save you tens of thousands of dollars immediately. My next employer will get a General Counsel with Controllership capabilities. If you have these needs, let’s have a conversation about how my abilities can move your company forward.

Broader Perspective from Legal & Accounting Background

Ability to Find Solutions Where Others Have Failed

National Authority & Trusted Advisor to Fortune 500 Leaders

Key Skills:Genuine & sincere communicator •  Keenly analytical  Processes information quickly & swiftly takes action • Active listener & synthesizes diverse ideas • Exceptional at collaboratively strategizing with senior leadership • Inspires new thinking • Highly adaptable to a variety of industries • Simplifies complex problems & easily communicates law & financial concepts to all levels of the organization • Effectively works with strong personalities • Maintains the highest integrity.

Work History

Work History
2003 - Present

Senior Counsel

Cooling & Herbers, PC

Currently leads Tax Department at law firm, working nationwide. Expert at determining the optimum way to proceed when conflicting regulatory agency policies affect strategic transactions. Known for immediate response to issues. 

Uniquely combined knowledge of Accounting/Tax/Legal was a critical component of 56% of all engagements in 2011-2012 with current firm. Works with companies and individuals with contracts up to $180M, with daily contractual planning in the $20M-$50M range, and projects from 30 days to 4 years in length. 

Built reputation of quick turnaround of bottom line-focused solutions, meeting deadlines 100% of the time. Examples include: closing an international transaction with a buyer in China in 1/4th the time of a more senior Attorney to close similar deal; closed another complicated exchange within a week - half the normal turnaround time. Assisted in an important piece of the ConocoPhillips spinoff of Phillips 66 when other counsel said that transaction element couldn’t be done. Solving enormous issues for current clients has afforded multiple expanded engagements.

Personally consulted frequently by leaders of top companies in a multitude of industries because of the ability to give immediate answers and quick solutions. Consulted on tax issues for PepsiCo, Inc., and crafted a key piece of the departure package for the CEO of IBM.

Minimized tax implications during the split of Post Foods from Ralston Purina and crafted SEC disclosures for Post. Also handled a critical piece of the acquisition of the U.S. division of the Royal Bank of Canada by PNC Bank.

Involved with state/federal regulatory agencies, such as the IRS/ SEC/ FAA; assisted with U.S. Legislature to draft statutory language to permit joint operations between Conoco Phillips and BP in Alaska.

1998 - 2003


Husch & Eppenberger (now Husch & Blackwell)

Experience starting up operations and systems, growing a department that became the biggest money maker for the firm.

Prepared 500+ S-Corporation, Trust, Charitable and Individual client income tax returns, responsible for clients with net worth up to $500M

Focused on close client relationships; resulted in 80%+ referral business.

1997 - 1998

Senior Accountant

Grant Thornton, LLP




1992 - 2015

Certified Public Accountant (CPA)

American Institute of Certified Public Accountants