- Summa cum laude, California State University, Fresno; Outstanding Graduate,
School of Business
- Member of the American Institute of Certified Public Accountants
- Member of the California Society of Certified Public Accountants
- Member of the Tax Practice Improvement Committee of the AICPA
- Board member for the Center for Excellence in Non Profits
- Past Board chairman for both the Vista Center for the Blind and Visually Impaired, and the Palo Alto Red Cross
- Previous Board of Directors service for the Silicon Valley Community Foundation and KTEH
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