Personal Finance Expert Witness
Personal Finance | E-491782
Expert Qualifications
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.
Bio Snapshot
Location: FL
BS, Computer Science, University of Southern Mississippi
MS, Personal Financial Planning, College for Financial Planning
DBA, Marketing, Keiser University
Certified, Financial Planner Professional
Member, Financial Planning Association
Former, Financial Advisor, UBS PaineWebber Inc.
Former, Investment Services Advisor, Merrill Lynch Pierce Fenner & Smith
Former, Online Faculty, Colorado Technical University Online
Former, Investment Services Director, Community First Credit Union
Former, Curriculum Chairman and Instructor, Robert Morris University
Former, Independent Financial Planner & Small Business Consultant, A1A Wealth Management
Former, Wealth Manager, River Capital Advisors
Current, Finance Professor, an online program for a FL university
Current, Resident Financial Planner, a financial wellness company in FL
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