Finance Expert Witnesses in Florida

This highly-qualified expert has 25 years of experience in banking and small business lending. He earned his BA in organizational management from Warner University and an MBA in finance from International College. He has formerly served as a commercial lender for SouthTrust Bank, Southern Community Bank, and Florida Community Bank. During his time with Florida Community Bank, he also held the roles of area executive, senior lending officer, regional credit director, and commercial banking officer. He then went on to work with Treasure Coast Commercial Real Estate as a commercial real estate advisor and with Molly’s House as the CEO. Currently, this expert is a consultant for a financial consulting firm based in Florida.

This expert has been working in the field of economics for over 40 years. A member of the National Association of Forensic Economists as well as the National Association of Certified Valuation Analysts, he has authored over 40 technical reports and book chapters and is extensively published in journals such as the "Journal of Business Valuation and Economic Loss Analysis". His background spans academic, corporate, and government positions. He taught Economics at Pennsylvania State University and Hartford University prior to holding several management positions with Aetna Life & Casualty, Inc. He then served as the Managing Director of Management & Strategy Analysis, Inc., directing professional staff on economic consulting projects and providing expert witness services to law clients and strategy consulting services to corporate clients. He also worked as the Regional Commissioner of the San Francisco Region of the Bureau of Labor Statics, wherein he led a large staff of professional economists in collecting, analyzing, and distributing economic information in an eight state area. Currently, this expert is the Managing Principal of an economic and litigation support consultancy.

This expert is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.