Uniquely qualified with decades of experience in the high-net-worth insurance and financial institution marketplace.
I provide consulting and expert witness services regarding complex financial and insurance litigation matters to plaintiff and defense attorneys, as well as bank and investment company legal departments. I have over 27 years of experience as a tax planner and an insurance broker in the high-net-worth market, with a focus on sophisticated life insurance and life settlement transactions. Read more about me
Available for cases involving
Life Insurance (term, whole, universal, indexed, variable)