More About Chad

I am an attorney, CPA, and advisor serving small- and medium-sized ventures and their entrepreneurial owners. I help people start, grow, manage, and exit their creations. In addition to my law practice, I also teach Business Law to undergraduates at Florida Gulf Coast University.

I have served in operations and finance with the world’s largest accounting firm, airline, and bank. I chose to pivot from my career in finance to pursue law as my next profession. I am now admitted to The Florida Bar and the State Bar of Texas.

I completed my Juris Doctor on full-tuition merit scholarship. While in law school, I served on the Law Review Editorial Board where my monograph— Transhumanism: Morality and Law at the Frontier of the Human Condition—was selected for publication in the school’s law journal. I passed the July 2022 administration of the Florida Bar Examination and the February 2023 administration of the Texas Bar Examination.

Following the completion of my J.D. in Naples, Florida on full-tuition merit scholarship, I joined and graduated from the advanced post-graduate Real Property Development LL.M. program at the University of Miami School of Law in Coral Gables, Florida. I hold active CPA licensure in Florida and Texas and undergraduate and graduate degrees in accounting and taxation from the Edwin L. Cox School of Business at Southern Methodist University in Dallas, Texas.

Previously, I supported capital investment decision-making and financial reporting for the commercial real estate and legal divisions at American Airlines at their headquarters in Fort Worth, Texas.

Prior to that, I co-founded Food on the Fly, a data mining and logistics start-up leveraging mobile connectivity and transactional analytics to deliver premium meals in-terminal to transiting, time-constrained air passengers. My work on this venture is ongoing.

Before making the jump to the entrepreneurial realm, I started my career in the private equity and financial services tax compliance and consulting practice (“SALT-FS”) at PricewaterhouseCoopers in their Dallas office where I engineered technical solutions to more effectively serve VC/PE clients including Texas Pacific Group, Goldman Sachs, First Reserve, HGGC, and others.

I also hold the Certified Management Accountant, Certified Internal Auditor, and Certified Fraud Examiner credentials. I maintain professional memberships with the Institute of Management Accountants, Institute of Internal Auditors, Association of Certified Fraud Examiners , state CPA societies, the State Bar of Texas, and The Florida Bar, among others.

In my spare time, I freelance as a journalist and researcher exploring the taxation and valuation of virtual assets and novel applications thereof. I also serve as a mentor and coach for university-age small business creators. I live and work in sunny South Florida.

This website and the material provided here is for informational purposes only, and does not constitute tax, accounting, or legal advice. No person should rely on, or act, or refrain from acting on the basis of any matter or information contained in this website without seeking appropriate legal or other professional advice.

The attorney-client relationship is only created by the execution and delivery of a formal engagement letter and payment of any required deposit or retainer. Any initial conversations we may have by phone, email, or otherwise do not give rise to an attorney-client relationship, nor does the mere act of contacting our firm nor scheduling a consultation.

Please be aware that there are statutes of limitations and strict deadlines by which to file certain documents; therefore, time is of the essence. If you do not retain my firm to handle your matter, you should immediately seek the services of another attorney without delay.

The transmission of information from this website is not intended to create, and its receipt does not establish, an accountant-client, attorney-client, or any other fiduciary relationship. Nor do any interactions or communications we may share via social media, email, or other media create such a relationship in the absence of an executed representation agreement. Except for existing clients, any unsolicited materials transmitted to me using the contact information above should not be considered privileged or confidential, and I accept no responsibility for the security or privacy of information you transmit to me via social media, email, or some other mechanism except as required by law.

This website does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security. You are solely responsible for determining whether any investment, investment strategy, security, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. All investments involve risk, including the risk of loss of principal.

Reproduction, distribution, republication, and retransmission of material contained within this website or in any of my articles or publications hosted on other websites or fora is prohibited without my prior permission.