Accounting, Business & Finance

Forensic Accounting and Business Valuation specialist, 35+ years, with expert witness experience: fraud, economic damages, business valuations, family law, asset tracing, trusts/estates, lost profits, lost income, personal injury, business interruptions.

Banking expert, former president/CEO of three community banks, and head of an international bank’s $B+ lending unit, experienced in commercial and mortgage lending, construction loans, credit review, compliance, loan workout and regulatory matters.

Provides forensic accounting, fraud examination and business valuation expert witness opinions and trial testimony. Firm provides a broad range of financial litigation support services.

Licensed embalmer, funeral director, cemetery salesman and crematory manager, owning and operating 18 mortuaries, crematorium and related businesses, hands-on performing all duties of a successful mortuary and crematory business. Full-time consultant.

Forensic Economic Consultant provides expert advice in litigation matters involving: personal injury; medical malpractice; product liability; wrongful termination; employment discrimination; wrongful death; wrongful birth; structured settlements; etc.

CPA, CFE, CIRA provides forensic and reconstruction accounting, tax and business consulting, bankruptcy and insolvency services, receivership and investigation support. Certified fraud examiner experienced as accountant for both debtor and receiver.

Certified Financial Planner and Accredited Investment Fiduciary, 30+ yr. in insurance industry managing assets, provides expert opinions on securities, elder financial abuse, investment suitability, annuities, disability and life insurance, fiduciary duty [Non-public Profile Id 58273]

Investment Advisor to trustees on behalf of attorneys, 25+ years, acts as an expert witness in disputes between trustees and beneficiaries regarding the investment and management of trust assets as required under the Uniform Prudent Investor Act.