• Representation includes mergers, acquisitions by holding companies, failed bank acquisitions, TRUPS repurchases, all aspects of raising capital (public and private), ownership succession, tender offers, reverse stock splits and mergers in order to effect Subchapter S elections and going-private transactions, representation of directors and officers (including director and officer compensation), compliance issues, shelf and de novo charters, representing private equity investment funds with respect to investments in financial institutions and compliance of funds with the regulatory framework, and filing applications to federal and state regulatory authorities.  Applications have included obtaining approval of failed bank acquisitions, mergers and acquisitions, chartering financial institutions, forming holding companies, charter conversions, obtaining trust, securities and other powers, approval of securities activities, acquisition of operating subsidiaries and approvals of other investment opportunities and structures.

• Founding Board Member and past President of Helping Hands for The Family Place (a nonprofit agency devoted to battered women and abused children), 1991
• Past President of The Family Place, 1994-1996
• Advisory Director, Matrix Bancorp, Inc., Denver, Colorado, 1996-2006
• Founding Board Member, The Family Place Foundation, 2007 to present

• Member, Texas State Bar Association
• Member, American Bar Association

Law Journal Articles

• Co-author with Stephanie Kalahurka, "Federal Reserve Requires Banks to Implement New Overdraft Procedures and Related Disclosures," Electronic Banking Law & Commerce, Volume 14, Issue 8, March 2010
• Author, "Prompt Corrective Action," The Banking Law Journal at 317-324, April 2009
• Co-author with Stephanie Kalahurka, "Health Savings Accounts and the Convergence of Healthcare and Banking," Banking Law Journal, January 2008
• Co-author with Stephanie Kalahurka, "Less is More: Changing the Regulator's Role to Prevent Excess in Consumer Disclosure," 123 The Banking Law Journal, 99, 2006
• Author, "Payroll Cards," Journal of Payment Systems Law, 2005
• Co-author with Stephanie Kalahurka, "Overdraft Protection Programs: The Emerging Battleground for Bankers and Consumer Advocates," 121 The Banking Law Journal, 791, 2004
• Co-author with Christopher T. Klimko, "Banking Law Developments," Southwestern Law Journal, 1991-1992
• Co-author with Christopher T. Klimko, "Banking Law Developments," Southwestern Law Journal, 1990-1991
• Author, "Banking Law," Southwestern Law Journal, 1990-1991
• Author, "Liability of Officers and Directors of Failed and Failing Banks," 106 The Banking Law Journal, 434, 1989

• 1997 Pro Bono Award, Corporate Council, The State Bar of Texas
• Selected one of eight lawyers in the Midsection of the country to The International Who's Who of Banking Lawyers, 2003
• Texas Lawyer Go-To Guide of Top Lawyers, 2002
• Selected as one of the Top-Rated Speakers by the Financial Managers Society (FMS) and member of the FMS Hall of Fame
• Nominee, Individual Category, Outstanding Volunteer of the Year Award, Volunteer Center of Dallas, 1996
• Dallas Junior Chamber of Commerce Distinguished Service Award Finalist, 1992

• J.D., Duke University School of Law, 1985
  
• B.A., State University of New York (SUNY), 1982