Providing more than 35 years of experience in life insurance and estate planning, this expert witness analyzes disputes involving policy design, underwriting practices, and broker standard of care. Their expert witness background includes over 5 years of experience offering consultation, deposition, and courtroom testimony in matters related to estate planning strategies, premium financing structures, and insurance suitability.

Across their career, they have held leadership and operational roles within brokerage and consulting environments, including serving as a senior executive for a multi-office brokerage firm, with responsibilities spanning agent training, compliance oversight, carrier relations, and product development. Their work has involved structuring compensation and estate planning solutions for high-net-worth individuals, corporations, and medical practices, as well as designing insurance-based programs such as salary continuation and death benefit plans. They also have experience evaluating complex arrangements such as STOLI policies, tax transfer strategies, and large-scale charitable financing structures, including bond programs exceeding $250 million.

Professional designations include Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Academic background includes completion of undergraduate studies. Their professional activities further include teaching continuing education courses on insurance taxation, premium financing, and agent responsibilities, as well as contributing to estate planning publications and maintaining long-standing collaboration with legal and accounting professionals, supporting familiarity with industry practices and standards.