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401 Expert Witness

Expert Witness No.2093



BA, Economics, University of Texas at Austin

Post-graduate study, Accounting and Business Law, Southwest Texas State University San Marcos;

Chartered Financial Consultant Curriculum (Life Insurance Planning, Securities Investment Principles and Law, Estate Planning, Financial Planning) the American College Bryn Mawr, PA

Professional Designations

Registered Financial Consultant conferred by the International Association of Registered Financial Consultants

Professional Experience

28 years financial services experience in personal production, agency management, and financial firm ownership.

Estate planning and integrated life insurance planning for individuals, small business owners and corporations.

Retirement planning for owners, staff and employees of businesses and corporations.  Experience is in virtually all areas of defined contribution and defined benefit retirement planning arrangements.

Retirement income planning for retirees of Unions, corporations, school districts, community colleges and universities.

Nonqualified deferred compensation plans and non-ERISA disability pay plans for owners and key executives of corporations and small businesses.

Title 26 US Code Sections that proscribe the majority of integrated federal taxation planning associated with retirement planning and executive benefit plans: 104A, 105, 401(a), 401(k), 403(b), 403(b) 7, 408A, 408(k), 408(p), 409A, 412(i), 457.

Professional assistance in financial and taxation details of QDRO planning by family law attorneys.

Large personal producer of annuity contract business with numerous prestigious carriers in US.

Structured settlements in personal injury awards utilizing fixed annuity contracts.

Experienced and competent in expert assistance in mediation meetings, depositions, and testimony in trial.

Current Professional Responsibilities

Chairman of an integrated retirement and estate-planning firm with representatives licensed in Texas, New Mexico, and Oklahoma.

President of an entity of the Retirement Planning Advisors Group.

Geographic Extent

Financial expert consultation to law firms is sought in all areas of the United States.

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