MBA, University of New Orleans
MA Sociology, University of New Orleans
MS Psychology (industrial/organizational emphasis), Tulane University
BS, Psychology, Louisiana State University
Publications and presentations
"Reasons To Be In Commodities Now." Financial Advisor, Mar. 2014.
"Show Time: 2013 Tax Returns Are Shining The Spotlight On Clients’ Portfolios." Financial Advisor, Feb. 2014.
"Overseas Tax Havens Toppled By IRS." PW News, Jan. 7, 2014.
"Final Regs Cut Investment-Income Surtax For Some." Financial Advisor, Jan. 2014.
"A Step Ahead: M Financial Has Grown Its Ultra-Affluent Life Insurance Business Since The 2008 Crash By Anticipating Demand." Private Wealth, Nov. - Dec. 2013.
"IRS Closes In On Secret Caribbean Accounts." FA News, June 4, 2013
"Taxes Ahead: The New Tax Rules For Trusts And Estates Could Have Been Worse." Financial Advisor, May 2013.
"Tax Me, I’m Rich! A Group of Wealthy Individuals Who Call Themselves Patriotic Millionaires Wants The Rich To Pay More Taxes To Support The Middle Class, America And Themselves." Private Wealth, Mar.-Apr. 2013.
"Minimizing The Bite: This Year’s Higher Tax Rates Demand Revisiting Investment Plans." Financial Advisor, Mar. 2013.
"Attack Of The Zombie Tax Strategies: Suddenly Revived Rules Will Haunt 2012 Tax Returns." Financial Advisor, Feb. 2013.
"Did Romney Pay Too Much Federal Tax?" FA News, Oct. 2, 2012.
"The Winds Of Limbo Roar: Next Year’s Tax Rules Could Change Before, Or After, 2013 Arrives." Financial Advisor, Oct. 2012.
"Absorbing Body Blows: Health-Care Reform Jabs At Affluent Clients And Business Owners From Multiple Angles." Private Wealth, Sept.-Oct. 2012.
"Jive Talkin’: Even If The Next President Carries Out His Tax Proposals, The Economic Impact Could Be Different From What’s Promised." Financial Advisor, Sept. 2012.
"Out Of The Ashes: CPA Robert Keebler Is Leading Keebler & Associates LLP To The Cutting Edge Of Tax And Estate Planning." Financial Advisor, May 2012.
2016 Excellence in Teaching Award for Non-Tenure Track Faculty, CU Denver Business School