Insurance Risk Management and Claims Auditing Expert Witness

An expert with over 40 years in insurance risk management, claim auditing, loss control, professional liability, and insurance law. Licensed in multiple insurance disciplines including adjusting and brokerage, with extensive experience in consulting, auditing, and testifying in complex insurance disputes. Offers expertise on policy coverage, claims handling, bad faith, and claims-made issues to support legal processes effectively.

Professional Affiliations:

Member and Past President of the Professional Liability Underwriting Society
Senior Technical Advisor of the Professional Liability Manual by the International Risk Management Institute
Member of Editorial Board Agents of America.ORG (AOA)
Faculty member and Executive Council member at the School of Professional Lines, Claims & Litigation Management Association

Education:

J.D.

Areas of expertise:

Bad Faith
Business/Employment Insurance
Homeowner’s Insurance
Insurance – General
Insurance Adjuster
Insurance Agency
Insurance Agent/Broker
Insurance Customs & Practices
Insurance Excess & Surplus Lines
Insurance Fraud

Case Study:

Real Estate Brokerage Standard of Care
Insurance Agent & Broker Standard of Care
Bad Faith
TPA Standard of Care
Claim Auditing
Claims Made Insurance Issues

Certifications:

Licensed California Insurance Adjuster
Casualty Insurance Broker
Property Insurance Broker
Surplus Lines Insurance Broker