Insurance and Underwriting Financial Expert 517724 TX

Expertise Description

I have more than 30 years of experience as a Life Underwriter. I am the Founder and Principal of an audit, advisory, and actuarial firm focusing on the development of proprietary discovery, analysis, forward modeling and negotiating techniques associated with the employee benefits industry. I also founded a research foundation that focuses on researching healthcare delivery, financing and consumer issues to expand the utility and transparency of statistical and mathematical metric techniques required to accurately forecast future trends. I have prior expert witness experience with consultations and deposition.

Areas of Expertise

Expert Witness

I was the professional witness/advisor during a broker malpractice case with great success.

Consulting Experience

My consulting work includes founding a employee benefits advisory firm that works with employers, medical providers and the professional insurance community to develop effective forward strategies. My services includes forensic health & welfare auditing, forward plan modeling, healthcare consulting, actuarial services, data management, litigation support and technical training.

Professional Experiences

My experience includes working as a home office underwriter , actuarial science adjunct professor, healthcare risk management consultant, and university pedagogical advise, which provides the background necessary to address insurance cases involving agent/broker malpractice situations.


Degree Subject Institution
Ph.D. Financial Planning American College
M.S. Financial Sciences American College
B.S. Financial Sciences American College

Licenses Certifications

Insurance Councilor, Texas Department of Insurance
Managed Care Certification, Temple University
Chartered Life Underwriter (CLU), American College