About Us

David Phelps, CPA

Business Advisory Services Shareholder

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David leads our Business Advisory practice with more than 30 years of experience providing internal audit, SOX compliance, accounting support, efficiency analysis, and policy and procedure development services to various industries.  During his career he has served as the chief risk officer and internal audit director for a publicly-traded financial services company.  Additionally, he leads the financial institutions practice providing internal audit, regulatory compliance, SOX compliance, information technology, and loan review consulting services.

He is a CPA in the state of Texas and is a member of the Texas Society of Certified Public Accountants (TSCPA), the American Institute of Certified Public Accountants (AICPA) and the Institute of Internal Auditors (IIA).

David earned a B.S. in Accounting from the University of Houston.

David Phelps

David Phelps

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