Broker Expert Witnesses in North Carolina

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.

This expert has demonstrated experience in the fields of economics, telecommunications, and estate planning. He earned both his BA in management and business and his MA in economics from North Carolina State University. He is a certified estate advisor and a registered financial consultant. Additionally, this expert holds licenses for life, health, and accident insurance, long term care insurance, and Medigap supplemental insurance. He is active in his field as a member of several organizations including the International Association of Registered Financial Consultants and the National Association of Financial and Estate Planners. He previously served as a supervising field engineer for General Telephone Corporation, a staff engineer for Concord Telephone Company, the director of marketing and strategic planning for Tel-Amco, an investment broker for A.G. Edwards & Sons, general manager for GVNW, and executive director of marketing for Madison River Communications. For over 20 years, this expert has served as the president of a marketing and telecommunications consultancy in North Carolina.

This expert earned his BS in Management Science from Virginia Tech and Executive Graduate Program College of Insurance. This expert also has a number of certifications including certification as a Certified Builders Insurance Agent, certification by the College of Insurance, and certification by the National Safety Council. He is licensed as a Property and Casualty Agent and a Life and Health Agent in North Carolina. In addition, he is the Vice Chairman of the Safety Council of North Carolina. Formerly, this expert has held several vice president positions at various insurance companies, and he is currently the Vice President of Risk Management for a large roofing contractor.

This highly qualified expert has been involved in the construction services industry for over 30 years. He is a licensed general contractor and real estate broker in North Carolina. He has previously led community engagement and business development efforts for Kellog Brown and Root’s commercial construction unit and has extensive experience in construction supply-chain operations and government / corporate diverse and small business inclusion programs. Additionally, he has worked as a director of two higher education business development programs focused on small business diversity. Currently, he is a consultant for and the former Vice President of Business Development and Community Affairs for a construction services company in North Carolina.