Certified Financial Forensics & Business Valuation Expert Witness

A seasoned Certified Public Accountant and Certified Forensic Accountant with decades of experience in forensic accounting and financial forensics. Holds certifications including Personal Financial Specialist, Certified in Financial Forensics, Chartered Global Management Accountant, and various securities licenses. Expertise includes complex business financial planning, bankruptcy cases, IRS negotiations, embezzlement investigations, and expert witness testimony in financial disputes and litigation.

Areas of expertise:

Asset Searches
Auditing
Bankruptcy
Business
Business Interruption
Business Valuation
Economics
Elder Financial Abuse
Financial Planning
Forensic Accounting
Franchise Valuation
Fraud Investigation
Intangible Assets Appraisal
International Business
Lost Profits
Private Investigators
Securities
Stocks & Bonds
Tax
Trusts & Estates
White Collar Crime

Case Study:

Bankruptcy
IRS negotiation and representation
Business damages
Estate planning
Divorce litigation
Tax preparation
Embezzlement investigations
Financial disputes

Certifications:

Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Forensic Accountant (Cr.FA)
Certified in Financial Forensics (CFF)
Chartered Global Management Accountant (CGMA)
NASD Series 66 License
NASD Series 7 License
NASD Series 24 License
Texas Life and Health Insurance License

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