Expertise DescriptionI have over 40 years in Financial Planning, Employee Benefits, Benefit Claims and Appeals, Defined Benefit Plans, and the Employee Retirement Income Security Act (ERISA). I have more than 10 years expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
- Employee Benefit Plan matters
My consulting services include: Advice to fiduciaries and plan sponsors regarding their obligations under the Title I of ERSA; Supervised investigations; cost accountant for private sector. My IRS consulting services include: performed audits of individuals, partnerships and corporations; Employee Plans Division – reviewed employee benefit plans to insure compliance with ERISA.
|Bachelor of Business Administration||Business Administration||University of Texas at Austin|
|Certified Employee Benefit Specialist|
|Certified Financial Planner|
|Chartered Mutual Fund Counselor|
|Chartered Retirement Plans Specialist|
Awards & Affiliation
U.S. Department of Labor Practitioner Council
Partial List of Consulting Expert Witness Cases