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Financial Planning and Product Brokerage Expert Witness | North Carolina

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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