With more than 45 years of experience in the financial services industry, this financial institution insurance expert witness focuses on hazard risk management, underwriting standards, brokerage practices, and professional liability insurance for banks and related entities. Expert witness work has included the preparation of written and rebuttal reports and deposition testimony in litigation concerning bankers professional liability and insurance company professional liability policies. The expert leads an independent consulting practice providing subject matter expertise and litigation consultation on financial institution bonds, property and casualty programs, specialty insurance placements, and insurance-related risk issues affecting financial institutions and service providers to the industry.

Prior leadership roles included serving as part of the leadership team within a global insurance brokerage, where responsibilities encompassed senior client oversight for financial institutions, participation in a national financial institutions industry practice group, branch practice leadership, and service on a management committee. Earlier experience included vice presidential and senior broker roles specializing in financial services accounts, compliance auditing to evaluate exposure to errors and omissions claims, and underwriting of financial institution bonds, commercial crime insurance, surety, and fidelity products. Prior to retirement, this professional was licensed as a property and casualty insurance agent in more than 30 states and holds a Bachelor of Arts degree.