This expert brings over 30 years of financial services experience, with a longstanding focus on retirement plans, fiduciary governance, and the responsibilities of plan sponsors and fiduciaries. Areas of expertise include fiduciary responsibility, duties of loyalty and prudence, plan fees and fee reasonableness, retirement plan governance, qualified and non-qualified retirement programs, and retirement plans within higher education settings.

Career experience includes longstanding work with financial advisory and fiduciary-focused organizations. Since 2011, the expert's work has centered increasingly on fiduciary plan governance while maintaining affiliations within the financial advisory and securities industries. Earlier experience includes over 20 years with a financial advisory organization, providing a substantial foundation in financial services and retirement planning. The expert holds a bachelor's degree in management information systems and has completed additional education in financial planning. Specialized training further addresses investment fiduciary practices, plan fiduciary responsibilities, and non-qualified retirement plans.

Industry contributions include professional writings addressing retirement plan governance and fiduciary matters, with particular attention to higher education. Published topics encompass fee reasonableness, plan sponsor responsibilities, legacy investments, fiduciary duties of loyalty and prudence, purchasing power, and challenges affecting retirement plans governed by the Employee Retirement Income Security Act (ERISA).

Complementing extensive financial services and fiduciary experience, this expert provides expert witness services involving retirement plans and fiduciary-related matters. Experience includes deposition testimony in multiple federal cases and trial testimony in federal court, supported by a longstanding background in retirement plan governance, fiduciary responsibilities, and financial services