Insurance Risk Management Expert Witness CA(N) 325919

Expertise Description

I have over 20 years experience in Insurance & Risk Management. My expertise includes: standard of care for agents and brokers, insurance broker management, systems and procedures, insurance industry customs & practices, insurance carrier/broker relationships, and insurance carrier bad faith. My coverage areas of expertise include: commercial & personal lines of property and casualty insurance, professional liability and errors & omissions insurance, directors & officers liability, employment practices liability insurance (EPLI), insurance industry custom and practice, worker compensation insurance, life and health insurance, and surety issues. I have more than 5 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes Agent/broker standard of care, Bad faith, Insurance industry customs and practices, Commercial and personal insurance, Professional liability/errors and omissions, Directors and officers/employment practices liability, Life and health insurance, and Surety.

Professional Experiences

My professional experience includes Principal, insurance brokerage firm; Over 20 years of insurance industry experience; Instructor, Insurance Institute of America.

Relevant Experiences

I have extensive workers’ compensation insurance experience including within the construction arena.

I have testified in vacant building cases for insurance agent broker Standard Of Care, both in deposition and trial.

I have experience including issues where an injured employee may effectively waive or not waive WC insurance benefit rights.

Having been retained well over 100 times as an expert since 1999, and having testified in deposition, trial, and arbitration 37 times, I have transacted workers compensation insurance for contract labor/staffing firms since 1990 as a Broker/Agent. I am well versed in Broker/Agent Standard of Care in California which represents a majority of my expert retentions.


JDLawJohn F. Kennedy University
BABusiness Administration/FinanceCalifornia State University Chio

Licenses Certifications

California Fire & Casualty Broker/Agent
California Life Agent
California Health Agent
Chartered Property Casualty Underwriter
Associate in Risk Management
Associate in Claims

Awards & Affiliation

Partial List of Consulting Expert Witness Cases