Over more than 25 years in brokerage leadership, underwriting interface, and reinsurance placement, this insurance broker, consultant, and President & CEO of an internationally organized brokerage and consulting firm provides expert witness services grounded in direct program placement and oversight experience. He is a federally court-qualified expert witness with 5+ years of expert witness experience, including litigation consultation, deposition testimony, and courtroom testimony in state and federal matters. He has served as an expert witness or consultant in 49+ matters without challenge and has helped resolve the majority of those disputes prior to trial. He holds a Master of Business Administration with a Certificate in Health Administration and maintains active licensure in General Lines – Property and Casualty (220) and Life and Variable Annuity and Health (218).

His professional work centers on the design, placement, and evaluation of fully insured and self-funded programs across medical, property, casualty, and specialty lines, including ERISA self-funded medical plans, employer and provider stop loss, excess of loss reinsurance, HMO reinsurance, captive insurance, surplus lines placements, and fronted and reinsured program structures. He actively writes and manages both personal and commercial insurance products, providing practical insight into underwriting practices, broker obligations, carrier standards, claims handling, coverage denials, policy rescissions, fraud investigations, workers’ compensation, general liability, business income and interruption insurance, homeowners and auto policies, life insurance, indexed universal life, annuities, and bonds.

In addition to executive leadership responsibilities, he serves as an adjunct professor and has chaired multiple reinsurance conferences, reflecting ongoing engagement with risk contracting, managed care funding structures, regulatory compliance, and insurance program design. In litigation contexts, he evaluates allegations involving broker standards, carrier practices, ERISA compliance, self-insured program design, reinsurance arrangements, and disputed claims determinations, providing analysis grounded in more than 25 years of brokerage leadership and direct program placement experience.