Jim is the Assurance Partner in Charge and the firm’s Co-Founder. He holds a Bachelor of Business Administration in Accounting from Texas A&M University. Before co-establishing the firm, Jim’s professional journey began at PWC. Since, he has held significant roles within a multinational, publicly-traded oil field service and geophysical technology company. These roles included Corporate Vice President overseeing merger, acquisition, and divestiture endeavors and Vice President of Finance for a high-technology division. Moreover, he served as CFO of an international E&P company headquartered in London, responsible for assets spanning Tunisia, the UAE, and Oman. With a wealth of experience, he collaborates closely with private equity funds, independent sponsors, family offices, and portfolio companies. His expertise extends to sectors like software as a service (SaaS), technology, distribution, energy, manufacturing, construction, and private equity. His specialized services include financial statement audits, internal controls assessments, process enhancements, and transactional support. Furthermore, Jim is affiliated with the Texas Society of CPAs, the American Institute of Certified Public Accountants, and the Accounting Advisory Council in the James Benjamin Department of Accounting at Texas A&M University; within his community, he works with The Woodlands Economic Development Partnership.
