Bringing more than 35 years of experience in the insurance industry, this insurance expert specializes in property and casualty insurance, commercial insurance programs, workers’ compensation, nonprofit insurance coverage, personal insurance portfolios for high-net-worth clients, and life and health insurance. Areas of expertise include insurance product and coverage evaluation, insurance agency operations, workers’ compensation insurance matters, commercial insurance programs for closely held businesses and nonprofit organizations, and personal insurance coverages involving high-value homeowners, automobile, collections, and umbrella policies. The expert has more than 5 years of experience providing expert witness services involving consultations, depositions, and courtroom testimony in insurance-related disputes. Leadership responsibilities include long-standing service as Co-President of a multi-department insurance agency with oversight of personal lines, commercial lines, and employee benefits operations, as well as management of agency administration, departmental supervision, insurance product coordination, client insurance coverage evaluation, and insurance services for both commercial and individual policyholders.

Distinguished by extensive operational and industry leadership experience, this expert previously served as President and Board Member of the Independent Insurance Agents and Brokers Los Angeles Association and has spent years overseeing insurance operations across property/casualty, workers’ compensation, personal insurance, and life/health insurance departments. The expert’s work has involved evaluation of insurance coverages, policy structures, insurance placement practices, workers’ compensation issues, and insurance services affecting businesses, nonprofit entities, and high-net-worth individuals. Professional credentials include the Certified Insurance Counselor (CIC) designation and Certified Workers Compensation Advisor (CWCA) certification, along with Property/Casualty and Life/Health insurance licensure. This expert holds a Master of Business Administration degree and a Bachelor’s degree in economics and management.