Expert No. 164048 – TX
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Expertise Description: C.E.B.S, C.F.P., C.M.F.C., C.R.P.S. - Consulting expert specializing in Financial Planning, Employee Benefits, and the Employee Retirement Income Security Act (ERISA). President of a financial planning and employee benefits consulting firm serving clients throughout the U.S. Firm provides advice to fiduciaries and plan sponsors regarding their obligations under Title I of ERISA and litigation support to employee benefit attorneys. The firm is a registered investment advisor and provides investment advice to individuals and plan fiduciaries. Frequent speaker on issues regarding employee benefit plans. Served on the Board of Directors for the Dallas-Ft. Worth Chapter of Certified Employee Benefit Specialists and currently serves on the U.S. Department of Labor Practitioner Council. Testified many times as an expert on employee benefit plan matters in federal district court as well as the U.S. Congress. Certified Employee Benefit Specialist (C.E.B.S.). Certified Financial Planner practitioner (C.F.P.). Chartered Mutual Fund Counselor (C.M.F.C.). Chartered Retirement Plans Specialist (C.R.P.S.). Prior expert witness experience. Consultations, depositions, and courtroom testimony.
Areas of Expertise:
Representative Litigation Experience:
- Employee Benefit Plan matters
Representative Consulting Services and/or Projects:
- Advice to fiduciaries and plan sponsors regarding their obligations under the Title I of ERSA
- Supervised investigations
- cost accountant for private sector
- performed audits of individuals, partnerships and corporations
- Employee Plans Division - reviewed employee benefit plans to insure compliance with ERISA
Licenses & Certifications:
| Certified Employee Benefit Specialist |
| Certified Financial Planner |
| Chartered Mutual Fund Counselor |
| Chartered Retirement Plans Specialist |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| Bachelor of Business Administration | Business Administration | University of Texas at Austin |
Professional Appointment/Association Affiliations:
