Petroleum Strategies
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Standards Disclosure

PETROLEUM STRATEGIES
STANDARDS DISCLOSURE:

• Safety and Funds Security

• Asset Preservation

• World Class Customer Service

• Wires to Segregated Accounts

• Never a Commingling of Funds

• Proven Legal Documents and Structures

• Full Compliance with IRC Regulations

 

 

 

 

LEADERSHIP

Dale Brown is the Founder and Chairman of the Board of Petroleum Strategies. He is a CPA and longstanding leader in the oil & gas industry. Dale started this company two decades ago due to the demand for this specialized tax deferred service within the oil & gas industry sector. The company has grown organically, because many sucessful energy companies with similar capital gains issues sought a trustworthy tax deferral partner. While Dale has had many sucesses in his esteemed career (including serving as a principal and board member instrumental in taking Legacy Reserves, LP public, NASDAQ symbol LGCY), he remains engaged as the President of the company.    
     
     
Alan Brown has been a licensed attorney in Texas for over 20 years and was formerly a partner at the Midland, Texas law firm of Lynch, Chappell & Alsup. He serves as President and General Counsel for Petroleum Strategies, a qualified intermediary that has facilitated over $35 billion of like kind exchange transactions. He previously served as CEO of Carbon Creek Energy, a private equity backed energy company with assets in the Powder River Basin of Wyoming. Alan holds a Bachelor of Science in Accounting from Abilene Christian University and a Juris Doctor from Pepperdine University.    
     
     
Mark Nierenberg is the Executive Vice President and day-to-day director of the company’s sales and business development. Mark is a licensed attorney in Colorado with 25 years of experience in transactional work for corporate energy and real estate clients. Nierenberg is an accomplished 1031 tax deferred exchange specialist, having faciliated thousands of exchanges as the in-house bank QI provider for JPMorgan Chase, WaMu, and Commercial Capital Bank. Mark's legal and banking background serves as an ongoing resource for large oil & gas bank clients, supporting thier complex exchanges, during this highly active and profitable time period. Mark has day-to-day contact with clients, and works tirelessly to get the results they expect.    
     
     
Lauri Keller is the Exchange Manager and Vice President of Operations, and is based in the Midland headquarters. A graduate of Boise State University with a BBA in Accounting, she is also CPA licensed in Texas. She began her career in the tax department at Main Hurdman in Midland, Texas. She also served as an auditor for Johnson, Miller & Co., CPA's PC, one of the oldest and largest certified public accounting firms in the Permian Basin of West Texas and Southeastern New Mexico. The firm provides a full-range of audit, tax, consulting and business valuation services to energy focused clients. Lauri has also worked as a Controller for Carbon Creek Energy, a private equity backed energy company. Lauri's wealth of energy-based tax experience and passion for customer service makes her a reliable partner for all of your exchange needs.    
     
     
Matthew Martinez is the Accounting Manager for Petroleum Strategies and works at the headquarter office in Midland. His growing role at Petroleum Strategies revolves around the management of client's 1031 exchange accounts, which includes the movement of funds for replacement property purchases, exchange account reconciliation, opening of new exchange bank accounts, and the drafting of exchange closing Summaries to be used when filing exchangor's tax returns. It is noteworthy that Matthew has worked with Petroleum Strategies' parent company Moriah Resources as Senior Accountant for five years prior to joining the Petroleum Strategies team. Matthew graduated from The University of Texas of the Permian Basin with a Bachelors of Accounting. He is a tireless and meticulous worker, and provides clients with top notch customer service on all accounting matters.    
     
     

Cary D. Brown has served on the boards of multiple public and private oil and natural gas exploration and production companies during his career. Prior to October 2005, Mr. Brown co-founded two businesses, Moriah Resources, Inc. and Petroleum Strategies. Moriah Resources, Inc. was formed in 1992 to acquire oil and natural gas reserves. Petroleum Strategies was formed in 1991 to serve as a qualified intermediary in connection with the execution of Section 1031 transactions for major oil companies, public independents and private oil and natural gas companies.

Mr. Brown has served as Vice President of Petroleum Strategies, Inc. since its inception in 1991. Mr. Brown served as an auditor for Grant Thornton in Midland, Texas from January 1991 to June 1991 and for Touche Ross in Houston, Texas from June 1989 to December 1990. Mr. Brown has a Bachelor of Business Administration degree, with honors, from Abilene Christian University.

   


 
         
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phone 432.682.0292
fax 432.682.4013

P.O. Box 5562
Midland, Texas 79704

303 W. Wall St., Suite 2400, Midland, Texas 79701