Grounded in more than 55 years of experience in the insurance industry, this expert specializes in insurance coverage analysis, insurance consulting, claims evaluation, bad faith matters, customs and practices, and insurance standards of care. Their professional background encompasses all phases of the insurance business, including brokerage operations, risk management, surplus lines, property and casualty insurance, life and health insurance, and insurance advisory services. This expert also brings more than 30 years of expert witness experience involving consultations, depositions, and courtroom testimony in insurance-related disputes. Executive leadership experience includes serving as Chairman and Chief Executive Officer of a major insurance and risk management firm, where responsibilities included oversight of brokerage operations, consulting services, strategic risk management initiatives, and client advisory matters prior to the company’s acquisition by a national financial institution. Their consulting and litigation support work has involved insurance coverage interpretation, claims analysis, standards of care evaluations, customs and practices assessments, and expert analysis involving complex insurance matters across commercial and personal insurance sectors.

Recognized as an authority within the insurance field, this expert has authored insurance-related materials and served as a radio, television, and print media commentator on insurance topics and risk management issues. Their professional activities also include extensive teaching and speaking experience involving business insurance seminars, lectures on insurance industry practices, and presentations addressing coverage interpretation, risk management, and insurance consulting matters. Additional leadership experience includes participation in national advisory councils, consulting organizations, forensic expert witness associations, and risk management groups supporting insurance and consulting professionals. Holding a Master of Business Administration degree and a Bachelor of Science degree, this expert earned the Chartered Property and Casualty Underwriter designation at age 23, becoming one of the youngest recipients of the credential at that time. Professional affiliations and leadership activities include membership in the Independent Insurance Agents of Houston, Independent Insurance Agents of Texas, Independent Insurance Agents of America, American Association of Property & Casualty Underwriters, Forensic Expert Witness Association, American Association of Insurance Management Consultants, Society of Risk Management Consultants, and the Consulting, Litigation & Expert Witness Interest Group. Additional leadership roles have included service on the Board of Directors of the Society of Risk Management Consultants, National Chairman of the Home Insurance Advisory Council, National Director of Intersure, and leadership positions with numerous civic, educational, and community organizations.