Planning Expert Witnesses in Connecticut

This expert has 22 years of experience as a Life Care Planner. She completed the coursework and her residency for her doctoral degree in Clinical Psychology from the City University of New York in 2007. She received her certification as a Life Care Planner from the University of Florida in 2000. She has continued to take education and professional development courses and been recertified twice. She is a member of various professional associations such as the International Academy of Rehabilitation Professionals and the American Psychology Association. Currently, she is the President of a private Life Care Planning company based in southwestern Connecticut.

This mortgage expert has 30+ years of lending experience, including management positions in residential and consumer lending, secondary marketing, loan servicing, compliance, and operations. He is an accomplished third-party underwriter and quality control reviewer of mortgage loans and operations for several classifications of mortgage lenders. He has been a national-level instructor for over 20 years and has taught hundreds of lenders, as well as taught examiners and regulators on the state and federal level for banks, credit unions, and mortgage bankers/brokers. He worked with the NMLS in designing the SAFE Act federal MLO exam and in reviewing and auditing SAFE Act licensing education programs. The expert is a past Director of the Community Lending Institute Education Department for the American Bankers Association and is also the past Board Director, Strategic Planning Committee Chair, and Education Committee Co-Chair for the Connecticut Mortgage Bankers Association. In addition, he is the author of an industry standard residential mortgage textbook that is used in several hundred U.S. colleges and universities. The expert current runs two small consulting practices that specialize in mortgage and consumer lending/compliance.

This board certified physician earned her medical degree from Georgetown University and completed a residency in Obstetrics and Gynecology at St Luke's-Roosevelt Hospital Center in New York City. She has maintained an active medical practice for 25+ years. She completed training in life care planning with the University of Florida and is certified by the International Commission on Health Care Certification as a life care planner.