Financial analysis, business valuation, and forensic accounting matters are central to this certified public accountant’s expert witness practice developed through more than 20 years of experience in public accounting and financial consulting. Areas of expertise include business valuation, due diligence, litigation support, forensic accounting, estate planning, financial statement preparation, business and personal tax planning, return preparation, business planning and projections, and not-for-profit accounting and tax services. The provided profile information states that the expert has 10 years of expert witness experience, including court testimony.

Professional experience includes accounting, valuation, and advisory responsibilities involving financial analysis, tax matters, forensic accounting evaluations, and litigation support activities. Additional experience encompasses compilations and reviews of financial statements, valuation-related analysis, business planning, and accounting services for nonprofit entities and business operations. Prior responsibilities also included academic instruction in economics at the university level as well as financial consulting activities within accounting and advisory practices. This background may support legal matters involving valuation disputes, accounting analysis, financial damages, business operations, tax-related matters, and forensic financial investigations.

Professional credentials include Certified Public Accountant, Certified Valuation Analyst, and Certified in Financial Forensics designations. Educational background includes a Bachelor of Arts degree. Additional experience includes military service responsibilities involving accountable officer duties and administrative oversight functions. Professional organization involvement includes the National Association of Certified Valuation Analysts, American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, and Chattanooga Tax Practitioners, including prior leadership participation within the tax practitioners organization.