With a background in property and casualty insurance, this expert brings more than 30 years of experience in agency operations, coverage analysis, and insurance brokerage standards. His work centers on policy procurement, binding authority, documentation practices, and claims handling, with particular focus on evaluating agent and broker duties and errors and omissions exposure. He is well-versed in both commercial and personal lines coverage, including automobile, homeowners, general liability, inland marine, crime, and workers’ compensation.

His career includes leadership roles within independent insurance agencies, including long-term executive leadership and ownership responsibilities, followed by the establishment and management of a privately held agency. He has remained actively involved in underwriting practices, client service, and agency operations. Additional experience includes serving in a compliance leadership role for a regulated financial services entity, overseeing regulatory compliance, due diligence, and financial operations.

In the litigation context, he has been qualified as an expert in multiple jurisdictions and has provided testimony, reports, and depositions in numerous matters involving insurance coverage disputes, agent standard of care, and claims handling practices. His work frequently addresses issues such as policy interpretation, underwriting decisions, bad faith allegations, and failure to procure appropriate coverage. Credentials include a Juris Doctor degree along with professional designations in insurance counseling and risk management.