Managing Member
EDUCATION
Greg graduated from Lamar University with a BBA in accounting and a minor in economics.
PROFESSIONAL BACKGROUND
From 1974 through 1979, he was president of a closely held, family-owned corporation, which was diversified in its business endeavors. In 1979, Greg joined the Houston office of Benson, Wells & Co., a regional CPA firm. The Houston office withdrew from the regional firm in 1980 and formed Shelby, Rucksdashel and Jones. Greg continued with the new firm.
In 1984, Greg opened the Dallas office of Shelby, Rucksdashel and Jones as Partner-in-charge. He continued as an audit and consulting partner as well as partner-in-charge of the Dallas office until 1989. In 1990, he became the shareholder in charge of audit, consulting, and financial reporting engagements for the firm of Chapman, Hext & Co., P.C. In 2006, Greg became the majority shareholder of the firm and assumed the role of CEO of the firm and its affiliated companies.
PROFESSIONAL EXPERIENCE
Greg has had extensive experience in financial reporting, consulting, merger and acquisition, debt and equity financings and litigation support. He has assisted a variety of corporate and individual clients regarding issues related to start-up companies, sale of companies, financial reporting issues, bank and equity financing, and a variety of other issues faced by individual and corporate entities. His litigation support experience includes both criminal and civil cases.
PROFESSIONAL & BUSINESS AFFILIATIONS
Greg also directs the activities of White Rock Advisors and the North Dallas Investment Group. White Rock Advisors provides investment banking and corporate finance to companies through our broker dealer Southwest Merchant Group. The North Dallas Investment Group is a North Texas “Angel Group”.
In addition, he is the managing partner of the White Rock Venture Fund. The fund consists of investments in various companies needing growth capital.
COMMUNITY ACTIVITIES
Greg is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants, and various civic and religious organizations. He also holds a Series 7 and 63 securities licenses. In addition, he sits on two corporate boards.