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Education and Certifications

Education and Certifications

My education and certifications all factor into the manner in which I am able to address and manage my clients’ needs.


  • Iowa State University, B.S., Industrial Administration
  • Boston University, M.S. – Business Administration (emphasis in Operations Research)
  • California State University in Bakersfield, M.B.A. – Finance
  • Golden Gate University, M.S. – Taxation


  • Certified Public Accountant – California
  • Certified Tax Resolution Specialist


I taught management science and information systems courses at Cal State – Bakersfield early in my career.

I am a  member of the faculty of the University of Phoenix,  School of Business and have been for twelve years.  I teach both graduate and undergraduate courses in four areas:

  • Accounting
  • Finance
  • Management
  • Business Research


  • California Society of Certified Public Accountants
  • American Society of Tax Problem Solvers


I have been certified in more software products than I can remember.  As I was preparing this page, I remembered some mainframe packages that I found certifications for.

On this page I will only list current certifications.

  • QuickBooks Certified Pro Advisor
  • QuickBooks Certified On-line Pro Advisor
  • QuickBooks Enterprise
  • Intuit Authorized Reseller

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