Offering more than 15 years of experience in life insurance and insurance-based financial planning, this expert provides expert witness consulting services in matters involving policy design, IRA distribution strategies, and estate planning structures. Their work includes over 10 years of consultation experience related to tax-advantaged retirement strategies, Section 101(a) considerations, and multigenerational IRA planning.

In applied roles, their background includes leadership as a principal within an insurance brokerage setting, advising individuals and business owners on life insurance, annuities, disability coverage, and long-term care solutions. Their expertise includes structuring tax-efficient retirement strategies, evaluating IRA distribution approaches, and developing estate planning strategies tailored to complex financial and family needs. Additional experience includes product analysis, client advisory services, and aligning insurance-based solutions with financial and regulatory considerations.

Academic qualifications include a bachelor’s degree in psychology. Professional credentials include designation as a Life Underwriter Training Council Fellow (LUTCF). Their professional involvement includes leadership roles with Business Networking International (BNI) and participation in community governance organizations, reflecting engagement with professional standards and business advisory practices.