He is a financial planning and wealth management expert witness with more than 35 years of professional experience in financial planning, estate planning, and wealth transfer strategies. This financial planning professional focuses on long-term financial planning for individuals and multi-generational family businesses, including strategies related to estate tax planning and the structured transfer of assets across generations. The expert has prior experience serving as a financial planning expert witness. Credentials include Bachelor of Science (B.S.) in Economics. Professional background also includes military service with an honorable discharge from the United States Army.

Professional work in financial planning includes the design and evaluation of estate planning strategies intended to address estate tax considerations and long-term wealth transfer for family-owned businesses and high-net-worth individuals. The expert’s experience also includes the development of life insurance strategies used in estate planning structures and coordination with estate planning attorneys and certified public accountants on financial planning matters affecting asset protection, tax planning, and intergenerational wealth management.

Additional areas of financial planning expertise involve retirement planning and long-term financial security strategies. These include analysis of retirement savings structures such as 401(k) plans, college funding strategies, and financial planning for long-term care needs. The expert’s work also includes evaluation of insurance products used in financial planning frameworks, including life insurance for individuals, disability insurance coverage, group health insurance programs, and long-term care insurance considerations within comprehensive financial planning strategies.

Professional leadership experience includes partnership in a financial planning and investment advisory firm providing financial planning and wealth management services. In this role, the expert has worked with clients to develop comprehensive financial planning strategies while also participating in educational speaking engagements addressing financial planning, insurance strategies, and wealth management topics.