Financial Planning and Product Brokerage Expert Witness

President, Intermediation, Inc.

Master of Business Administration (MBA), College of William & Mary

(***)***-****

North Carolina

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

Expert Qualifications

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

Fee Data

Review Fee

Deposition Fee

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Former

Independent Broker & Advisor

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—

Former

Representative

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Red Ventures

Former

Financial Advisor

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Ameriprise Financial

Former

President

Intermediation

Intermediation, Inc.

Education

Degree

Institution

Major

Master of Business Administration (MBA)

College of William & Mary

—

Bachelor of Arts (BA)

Virginia Military Institute

Economics

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