My undergraduate degree in Business Administration/Accounting was earned at the University of Texas at Dallas. My graduate degree, a Master's in Taxation, was completed at Villanova University. My doctoral degree in Higher Education and Learning was completed in 2023 at Gwynedd Mercy University. I am a licensed Certified Public Accountant (Pennsylvania) and a licensed Certified Financial Planner. I spent more than 30 years in public accounting, 15 years of that time was in my own practice.