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This expert has been working in the field of economics for 30 years. He received his Bachelor of Arts in Economics from Washington State University prior to completing all course work towards a Doctorate in Economics, specializing in Labor Economics. A former President of the Collegium of Pecuniary Damage Experts, he has presented more than 40 times at various professional conferences and symposiums hosted by the likes of the Texas Bar Association, Florida Bar Association, National Organization of Forensic Economics, SEAK and the American Academy of Economic and Financial Experts, while he serves as an Editor for the online publication "The Earnings Analyst". This expert taught economics at the university level for 10 years prior to branching into economic analysis and consulting. Currently, this expert is the President of a national forensic economic consulting firm. He prepares, researches, and analyzes financial and economic data and provides economic damages calculations, consulting services, and expert reports in support of litigation. He has testified more than 100 times.
Senior Consulting Economist, An Economic Damages and Business Valuation Firm in TX
Bachelor of Arts (BA), Washington State University
Fort Worth,
Texas
This highly qualified expert has 30 years of experience in the Insurance industry. With a rewarding career in the State of Missouri, he served as the Chief Financial Examiner and Director of the Division of Insurance Company Regulation for over 22 years. He was responsible for the overview of Missouri's insurance industry and was directly responsible for all agreements, transactions, mergers and acquisitions. He received his B.S. in Finance from Missouri State University and his MBA from the University of Missouri with an emphasis in entrepreneurship. This expert has first-hand experience implementing budgets and served as an advisor to the Insurance Director regarding all financial and policy matters. He is dual-certified as a Public Accountant and Financial Examiner as well as a Chartered Global Management Accountant by the American Institute of Certified Public Accountants. Currently, he is the President and Founder of a consulting firm in the Greater Kansas City Area. His company focuses on insurance regulatory issues and practices, expert witness testimony, special projects, etc.
President/Founder, Consulting firm in the greater Kansas City Area
Master of Business Administration (MBA), University of Missouri
Kansas City,
Missouri
This expert is an associate professor in the Personal Financial Planning Department at a prominent Midwestern university. Completing her undergraduate studies in International Relations in China, she received her doctoral degree in Family Resource Management from The Ohio State University. Her research interests focus on helping individuals make informed financial decisions, specifically, decisions related to their portfolio management, financial risk-taking, as well as intertemporal consumption, savings and debt management. She received the best paper award from the CFP Board, AARP, and American Association of Family & Consumer Sciences. She serves as an associate editor for the Family and Consumer Sciences Research Journal and as a member on the editorial board of the Journal of Financial Counseling and Planning, the Journal of Personal Finance and the Journal of Asian Families and as a reviewer for a number of academic journals and conferences. She is frequently invited to speak at national academic and corporate conferences. She regularly works with the China Center for Financial Research at a university in Beijing and played a pivotal role in the design and execution of their first national survey of Chinese Consumer Finance and Investor Education.
Associate Professor of Personal Finance, A Major Midwestern University
Doctor of Philosophy (PhD), The Ohio State University
Columbia,
Missouri
This expert has over 30 years experience as an insurance claim adjuster specializing in helping clients manage residential and commercial insurance claims after natural disasters or fires damage their property. He is a graduate of University of Central Oklahoma and a Certified Property Manager (CPM) with the Institute of Real Estate Management (IREM). He is licensed in 11 states. He is currently the Regional Director at a public insurance adjusting company where he oversees Commercial Insurance Claims, Business Owner Insurance Claims, Risk Management, Recovery from Natural Disaster and Property loss, Commercial Property Re-positioning, and Homeowner Insurance Claim.
Regional Manager, A public insurance adjusting company
Bachelor of Science (BS), University of Central Oklahoma
Edmond,
Oklahoma
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What Can a Financial Expert Witness Opine On?
Financial Planning
Creating a roadmap for financial goals.
Investment Management
Overseeing investment portfolios for clients.
Tax Preparation
Preparing and filing tax returns accurately.
Budgeting
Developing budgets to track income and expenses.
Risk Assessment
Identifying and evaluating financial risks.
Retirement Planning
Planning for financial security in retirement.
FAQs for Financial Expert Witnesses
What is a financial expert witness?
A financial expert witness is a qualified finance professional who provides specialized opinions in legal cases. They assist by reviewing financial records, analyzing damages, testifying in court, and clarifying complex money issues.
What types of cases can a financial expert witness opine on?
A financial expert witness opines on fraud, damages, business valuation, bankruptcy, securities, forensic accounting, marital dissolution, tax disputes, and commercial litigation.
How do you evaluate the credibility of a financial expert witness’s methodology?
Evaluate a financial expert witness’s methodology by checking accepted industry standards, transparent data sources, reproducible calculations, and peer‑reviewed or legally tested methods.
What specific credentials should a financial expert witness have for complex commercial disputes?
A financial expert witness for complex commercial disputes should have a CPA or CFA, advanced finance/accounting degree, relevant industry experience, and strong litigation or forensic credentials.
How do you assess the independence of a financial expert witness from the retaining party?
To assess the independence of a financial expert witness, review prior relationships, compensation structure, case volume from the retaining party, and any potential conflicts of interest.
What is Expert Institute’s process for selecting financial expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.