This insurance and risk management professional serves as an expert witness with more than 30 years of experience in property and casualty insurance, with a focus on agent and broker duties, standards of care, and errors and omissions. Their work in legal matters includes consultation, deposition, and trial testimony in disputes involving agency practices, coverage determinations, and policy interpretation. The expert’s background supports evaluation of professional conduct, compliance with industry standards, and analysis of insurance-related allegations involving placement, servicing, and coverage disputes.

Key areas of analysis involve property and casualty insurance operations, including commercial and personal lines, as well as risk management practices tied to exposure identification and coverage adequacy. Their experience includes interpretation of complex policy language, evaluation of claims handling issues, and assessment of agency procedures in relation to accepted industry standards. The expert has also developed and delivered continuing education instruction on a wide range of insurance topics, including commercial general liability, business income, workers compensation, and claims adjustment, reflecting applied knowledge of insurance systems and regulatory expectations.

The expert has held multiple decision-making and leadership roles throughout their career, including responsibilities in underwriting oversight, insurance program management, business development, sales leadership, and executive-level insurance operations, as well as president-level responsibilities within insurance-related organizations. Their work also includes long-standing involvement in professional and educational activities within the insurance field, including participation in the Society of Chartered Property and Casualty Underwriters and the Independent Insurance Agents & Brokers of America.

Professional credentials include Chartered Property and Casualty Underwriter (CPCU) from The American Institute for Property and Liability Underwriters, Certified Insurance Counselor (CIC) from the National Alliance for Insurance Education and Research, Associate in Risk Management (ARM) from The Insurance Institute of America, Construction Risk and Insurance Specialist (CRIS) from the International Risk Management Institute, Accredited Advisor in Insurance (AAI), Accredited Advisor in Insurance – Management (AAI-M), Associate in Insurance Services (AIS), Associate in Risk Management – Public Entities (ARM-P), and Associate in Insurance (AINS). The expert holds a Master of Arts and a Bachelor of Science, both awarded with summa cum laude distinction.