This expert draws on more than 20 years of experience in financial planning and investment management, this expert specializes in comprehensive financial strategy development for individuals, trusts, and estates, with expertise spanning investment management, retirement and education planning, income and asset protection, estate planning, and debt management. His professional work includes developing individualized financial plans, evaluating investment portfolios, and advising on long-term wealth management strategies, with a particular emphasis on fee-only investment management services that reflect a fiduciary approach to client advisory. He currently serves as president of a financial advisory firm, where he delivers both comprehensive planning and hourly consulting services, and previously served as vice president at a trust company, managing approximately $45 million in investment management accounts, testamentary and court-created trusts, guardianships, estates, and life insurance trusts, while also participating as a voting member on investment review, 401(k), and trust committees. Earlier experience as a special assets officer involved managing real estate holdings, mineral interests, and note receivables within fiduciary accounts, including evaluation of investment performance and negotiation of sales, purchases, and lease agreements. In a litigation context, he has prior experience providing consultation and deposition testimony in matters involving financial planning, investment management, and fiduciary considerations, including evaluation of financial decision-making and asset management practices. He holds a Master of Business Administration and a bachelor’s degree, along with professional training in trust banking, and is a Certified Financial Planner. His professional affiliations include membership in the National Association of Personal Financial Advisors and the Financial Planning Association, as well as board-level involvement with an estate planning council, reflecting ongoing engagement in financial planning standards and fiduciary practices.