This retirement plan expert received his BS in communications from the University of Utah and is a licensed chartered retirement planning counselor. He also possesses FINRA's Series 63, 6, 7, and 66 licenses. His prior work experience includes being a relationship manager for the RIA Channel of Fidelity Investments, a wholesaler for TIAA-CREF, and a senior retirement counselor for Transamerica Retirement Solutions. He is currently a retirement plan consultant for a consulting firm in Utah.

d*******@c*****.net

Centerville, Utah

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Radar Metrics At A Glance

Expert Witness Activity

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Plaintiff Cases

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Defense Cases

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Expert Challenges

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Deposition Transcripts

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Publications

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Media & News

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Social Media Mentions

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Expert Institute operates independently and objectively as an expert witness data provider. Expert Institute does not employ, endorse, or have an affiliation with any expert witnesses for which data is provided.

Expert Witness Activity

Case Name

Role

Filed Date

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Litigation Analytics

Retained By

Defense

Plaintiff

33%67%

Activity over time

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25

50

75

100

2000

0

2002

0

2004

0

2006

0

2008

0

2010

0

Activity by state

Map of USA

Case Outcome

0

25

50

75

100

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