Expert Witness Services
Insurance coverage and risk management, testified.
Forty years as an active agency principal, program designer, MGA, and PEO founder — applied to coverage disputes, agent/broker standard-of-care matters, and complex risk management questions.
CPCU
Chartered Property Casualty Underwriter
ARM
Associate in Risk Management
40 yrs
Active agency principal experience
MGA
Operated agency-owned Bermuda captive
Matters handled
Where my testimony adds the most value
I testify from operating experience, not theory. I've underwritten the policies, priced the captives, handled the claims, and built the programs at issue in most insurance disputes.
- Coverage analysis and policy interpretation
- Agent and broker standard of care
- Errors & omissions allegations
- Workers' compensation program disputes
- Captive and MGA operations
- Underwriting standards and practices
- Claims handling and bad faith
- Cyber liability coverage
- Professional liability matters
- Surplus lines and program business
Engagement process
Initial review
Send pleadings and the policy in question. I'll provide a candid read on the strengths, vulnerabilities, and whether I'm the right expert.
Engagement
Standard retainer agreement. Hourly billing for review, report drafting, deposition, and trial. Travel from Chicago.
Report & testimony
Reports are written for the trier of fact — clear, defensible, and grounded in industry practice. Available for deposition and trial.
Counsel evaluating an expert?
Send your conflicts list and a brief case summary — I'll respond same-day.