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Business Gerontology Expert Witness

Expert Witness No. 94



1995 – Present
Business Gerontology Associates, President
Provide management consulting services for both firms and individuals, including diverse projects for high technology, academic and market research companies. Emphasis is on evaluating employment policies and procedures, reducing age discrimination complaints and executive training. Representative clients include:

Texas Instruments
USC Marshall School of Business, Department of Marketing
Gerontological Planning Associates
Private individuals seeking pre-retirement planning services

Expert Witness – Provide analysis and testimony with regard to age discrimination claims in the workplace, both labor and management.

1980 to 1995
Retirement Consultant
Collaborated with problem-solving teams composed of attorneys, actuaries and accountants on clients’ tax planning and retirement transition issues. Provided retirement plan administration for corporate benefit plans; collected and analyzed employee data, using results to produce and submit annual IRS Forms. Maintained employee records and Plan Trust Agreement to insure compliance with legislative changes. Communicated with participants and their representatives about benefits and terms of the plan, benefits eligibility and initiation of payments.

Preferred Pension Administrators

Pension Administrator

National Associates/Dun & Bradstreet Pension Services

Retirement Consultant

Producer Writers Guild of America Pension Plan

Benefits Advisor


University Of Southern California
Marshall School of Business, Master of Business Administration
Leonard Davis School of Gerontology, Master of Science in Gerontology

University Of California
Bachelor of Arts, Economics

Los Angeles City Attorney’s Office
Certificate in Alternative Dispute Resolution

Awards And Honors

1994, Price Institute for Entrepreneurial Studies Annual Student Award
1992, City of Los Angeles Small Business Advisory Council
Recognition of Future Entrepreneurs
1990 Mark and Florence Simpson Business Award
Kay Birdsall Business Award

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