• University of Kansas School of Law, J.D., 1995
• University of Kansas, M.B.A., Finance Emphasis, 1995
• University of Kansas, B.S., Business Administration, 1991
• Kansas Supreme Court
• United States District Court, District of Kansas
• “Roth Conversions and Tax Law Changes in 2010” Society of Financial Service Professionals, March 2010
• “Asset Protection & Estate Planning” University of Kansas Medical School, October 2009
• “Premarital Agreements: Defining the Rules After the Engagement” WBA's "Probate: Probate, Estate and
Succession Planning" Seminar,
February 2009
• Choose to Plan - Selected Topics, Presented to: Upward Bound Math Science Regional Center at Wichita
State University, February 2009
• “No Place Like Home: Keeping Charitable Gifts in the Community” Sponsored by the Heartland
Community Foundation, Hays, KS,
December 2008
• “Estate Planning Update: Planning Opportunities in a Down Market” Smith Barney - Business Building
Workshop, December 2008
• “Business Valuation: What Is It Worth and Why Is It Important?” Wichita Estate Planning Council (Wichita,
KS), March 2007
• American Bar Association
o Sections: Real Property, Probate and Trust
• Central Kansas Planned Giving Round Table
• Kansas Bar Association
o Committees: Elder Law and Disabilities Law
o Sections: Real Estate, Probate and Trust
• Wichita Bar Association
o Board of Governors, 2009 to present
o Young Lawyers Section, past president
o Continuing Legal Education, past chairman
o Probate Committee, past chairman
• Wichita Bar Foundation
o Former secretary-treasurer
• Wichita Estate Planning Council
o Past president
o Multiple presentations
• Wichita Estate Planning Forum
• American Heart Association
o Past chairman of the board
• Delta Chi Alumni
o Board of trustees
• KU Alumni Board, Wichita, KS Chapter
o Chair: Jayhawk Round-Up 2008
• United Way
o Planned Giving Committee
• University of Kansas Alumni Association
• Super Lawyers and Best Lawyers Honoree
• “Estate Planing for Clients in Different Life Stages: Where to Spend the Time." Agent's Sales Journal
(October 2008 Edition).
• Probate & Trust Administration After Death, Seventh Edition, Part 5–Chapter 1, "Federal Estate, Gift, and
Generation Skipping Tax."
Kansas Bar Association; Kansas
• “Estate Planning for the Second Marriage (or Third... or Fourth).” Journal of Taxation of Investments (Summer 2007).