Expert Qualifications

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

Bio Snapshot

  • Location: NC
  • BA, Economics, Virginia Military Institute
  • MBA, College of William & Mary
  • Certified, Financial Planner, International Board of Standards for CFPs
  • Certified, Business Intermediary, International Business Brokers Association
  • Former, President, Intermediation, Inc.
  • Former, Financial Advisor, Ameriprise Financial
  • Former, Representative, Red Ventures
  • Former, Independent Broker & Advisor

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This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, ...

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with ...

Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

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