Registered Financial Consultant Expert Witness

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Why CCC?

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Expansive Network of Over 30,000 Experts

100’s of categories of highly-qualified medical and technical experts in just about every state, for just about any type of case.

We’re Trusted in Over 10,000 Legal Cases

Since 1995 we’ve worked with 1,000’s of medical malpractice, personal injury and government cases in every state and region.

We’re Fast – Search for Free

We respond in less than 1 hour. We’ll search for you or search CV’s on our site by keyword, category, state or region – both are free!

 

Quickly Find The Right Expert In 3 Easy Steps

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We respond in as little as 1 hour

 

Free Expert Witness Search and Recruiting

You’ll pay nothing to have us do the hunting for the perfect expert witness for you. If, for any reason we don’t have the perfect expert in our network, as always, we’ll do the recruiting for free. Since 1995, we continue to expand our network.

 


Registered Financial Consultant Expert Witness

Provides Opinion & Testimony In:

Financial Consultant, Registered Financial Consultant, Life Insurance, Life Insurance Planning, Securities Investment Principles Law, Estate Planning, Financial Planning, Annuity, Retirement Planning, Nonqualified Deferred Compensation, 401k, 401k, Structured Settlements

Expert Witness No.2093

Texas

Education

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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