Expert Qualifications

This highly qualified expert has over 30 years of experience in the insurance industry. He has served in a variety of roles for various insurance companies, including Property Adjuster, Field Underwriter, Personal Lines District Manager, Commercial Lines District Manager, Territory Manager and Territorial Business Manager. He has first-hand experience in personal lines, commercial lines, farm lines, working with affluent family accounts and providing long-term risk management services to the State of Wisconsin. He holds a BA from Creighton University and has earned eight professional insurance designations. He served as a Faculty Member of the National Alliance For Insurance Education & Research for 14 years. He is also a national speaker in the areas of insurance and risk management, presenting to groups such as Corporate Casual, the COSBE Group, and the National Association of Personal Financial Advisors (NAPFA). He is currently President at a property, casualty and risk management services consulting firm in WI.

Bio Snapshot

  • Location: WI
  • BA, Creighton University
  • Designation, Certified Insurance Counselor (CIC)
  • Designation, Chartered Property and Casualty Underwriter Designation, Senior Claim Law Associate (SCLA)
  • Designation, Associate in Risk Management (AIC)
  • Expertise: Insurance Claims; Insurance Company Practices and Procedures; Insurance Underwriting; Insurance Coverage Analysis and Interpretation; Insurance Agent/Broker Standards of Care; Bad Faith; Insurance Agents' Errors and Omissions; Risk Management Consulting Services
  • Former, Business Manager, GRE Insurance Group
  • Former, Territory Manager, Liberty Mutual Insurance
  • Former, Risk Management Specialist, University of Wisconsin
  • Former, Faculty Member, the National Alliance For Insurance Education & Research
  • Current, President, a property, casualty and risk management services consulting firm in WI

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