Lupine Partners Employee Profiles

David Wolfe, CPA is President of Lupine Partners.  Prior to founding Lupine Partners in 1993, he worked as a senior consultant in the MIS department for First Gibraltar Bank supporting the commercial real estate operations group.  David started his career working out of the Houston office of Deloitte Haskins & Sells, an international Big 8 accounting firm, as an auditor.

David’s practice focuses on the areas of advisory services and project management.  Working in partnership with client executives, he has helped them envision, create, manage and implement information system solutions.  His combination of knowledge and skills in the areas of accounting, real estate, marketing, software and systems makes David unique in the industry.

David is author of the book Software and Vendors and Requirements, Oh My! - A Project Team's Guide to Evaluating Business Software and numerous eBooks on the topics of software implementation and evaluation.  His extensive in-depth experience also includes serving as an expert witness, providing software evaluation guidance, creating SQL custom reports and scripts, and leading data conversion efforts.

A 1979 graduate of the University of Texas at Austin with a BBA in Accounting, David Wolfe has over 20 years of experience in the real estate, publishing, and consulting industries. He resides in Dallas, Texas.

Amy McNeill joined Lupine Partners in December 1998.  She provides business process documentation, custom report writing, data conversion, data verification, and project management services to Lupine's client base.   In addition, Amy has created the websites for all of David Wolfe Enterprises' business interests.

Prior to joining Lupine, she worked in the accounting department of NorthPark Management Company, a large retail owner/operator in Dallas, Texas.  She brings 17 years of experience in the real estate industries having held positions in accounting, administration and management information systems.   She is a native of Dallas, Texas and currently resides in a Dallas suburb.

Brian Wood joined Lupine Partners in May 2003, after a nineteen-year tenure at a full-service, regional real estate company in Dallas, Texas.  During his time in corporate America, he held positions in accounting and administration before finding his calling working as Director of Information Technology.  As Director of IT, he managed a small staff while formulating and implementing the company's complete technology strategy, working with telecommunications and data networks as well as all corporate software.

Since joining Lupine Partners, he has worked with dozens of multi-family and commercial real estate companies ranging in size from small management firms to multibillion dollar pension funds.  Projects that he has managed have covered many aspects of real estate systems including: report writing, software evaluation, software implementation, system process review and improvement, financial analysis, custom data extraction, technical training and software end-user training.

Brian has extensive experience in designing, querying and maintaining Microsoft SQL Server databases and he holds the HUD Tax Credit Specialist (TCS) designation.   He resides in a Dallas suburb.

Maggie Wolfe joined Lupine Partners in January of 2007.  As General Manager, she is primarily responsible for maintaining operational consulting standards.  Additionally, she is tasked with the administration of Lupine’s marketing efforts.  This includes the design of all Lupine Partners’ consulting products, and the creation the monthly newsletter, “…With a Grain of Salt.”

Maggie is currently pursuing a bachelor’s degree in Accounting at the University of Texas at Dallas. She resides in Dallas, TX.

Angela Chaney, CPA joined Lupine Partners in January 2008.  She provides general consulting, custom reporting, software implementation and project management services to Lupine's clients.  Angela brings over 11 years of experience in both residential and commercial accounting and property management with a specific expertise in Essbase and creating custom financial reporting solutions.  Throughout her career she has worked on numerous software implementation and data conversion projects from both the accounting and property management side.

Angela graduated from the University of Texas at Arlington with a BBA in Finance and resides in Dallas, Texas.

Debbie Graves joined Lupine Partners in 2011.  She provides general consulting, training, software implementation and project management services to Lupine's clients.  She has over 20 years of experience in the real estate industry – primarily in the residential arena.  Her areas of expertise include conventional and student housing property management, due diligence and acquisitions, key accounts, business development, help-desk administration and operations, budgeting and forecasting, financial and facilities management, customer support, training and development, property set up and conversion, and creation of policy manuals and training guides.

She most recently worked for Behringer Harvard as the Yardi Administrator overseeing support and administration.  Prior to this, she was at Inland American Communities/FirstWorthing as Manager of Business Systems Support.  Debbie grew up in the Houston, TX area and currently resides in Keller, TX, a Dallas/Fort Worth suburb.

Resources
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Do-It-Yourself Guide to Implementing Yardi Voyager™ A Comprehensive Approach By Lupine Partners Planning a software implementation is something that MUST be done correctly in order to have a successful system migration.  Lupine Partners has once again taken our time-tested and proven methodology to bring you our Video Series on Implementing Yardi Systems' Voyager™ product.  The videos and documentation provided in this series will teach you how to implement Yardi Voyager without consultants, but within your time and financial constraints. Click Here To Learn More About The Video Series “The Insider’s Secrets Revealed, Soup-to-Nuts, Blue Collar Guide to Yardi Systems’ Report Development” When the need for a Yardi custom report arises you don’t have to call a consultant – you can create the report yourself!  All you need are the right tools to get the job done.  This video series uses Lupine Partners’ proven in-house training method and a takes a learn-at-your-own-pace approach for providing all the technical information, tools, and know-how you need in order to become skilled at writing custom reports for Yardi Systems’ software. Click Here To Learn More About The Video Series

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