• Homeowner's Insurance
• Insurance - General
• Insurance Adjuster
• Insurance Customs & Practices
• Personal Property Valuation
• Property & Casualty Insurance

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: MBA with Honors, Northeastern University, Beta Gamma Sigma Honor Society for Collegiate Schools of Business

Q: Please list any teaching or speaking experience you have had, including subject matter:

A: I have presented at numerous industry events, these including: the ACE Claims Conference, the Property Loss Research Bureau conferences and the National Underwriter Executive Conference.

Courses approved for adjuster continuing education credits that I have developed and presented include:
Controlling Contents Losses in Residential and Commercial Losses – addressed learning objectives of the organization of large and complex contents loss during the physical inspection and scope capture, how to establish or verify accurate values for at RCV and ACV for residential and commercial contents items and repair versus replacement options in a variety of contents claim scenarios. This course was presented at the Property Loss Research Bureau’s 2011 Regional Conferences in Baltimore, Indianapolis and Sacramento in June, September and November of 2011 respectively. This course was also presented at the Property Loss Research Bureau National Claims Conference held in Boston during March of 2013.

Challenging Personal Property Evaluations - was aimed at helping insurance claims adjusters better understand how to establish accurate values for musical instruments, high-end designer handbags and other designer consumer goods. Various techniques were covered for investigation, evaluation, repair, or replacement options along with tips on recognizing counterfeit items. This course was presented at the Property Loss Research Large Loss Conference in September 2011 in Chicago.

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)

A: No

Q: On how many occasions have you been retained as an expert?

A: Numerous

Q: For what area(s) of expertise have you been retained as an expert?

A: Insurance contents valuations, personal property estimating, depreciation

Q: In what percentage of your cases were you retained by the plaintiff?

A: Estimated to be evenly divided

Q: In what percentage of your cases were you retained by the defendant?

A: Estimated to be evenly divided

Q: On how many occasions have you had your deposition taken?

A: Numerous

Q: When was the last time you had your deposition taken?

A: This year

Q: On how many occasions have you been qualified by a court to give expert testimony?

A: Numerous

Q: On how many occasions have you testified as an expert in court or before an arbitrator?

A: Numerous

Q: For how many years have you worked with the legal industry as an expert?

A: 2 years in litigation support. Over 30 years total in work related to the insurance industry.

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: Consulting, expert testimony, dispute resolution, appraisal, expert reports.

Q: What is your hourly rate to consult with an attorney?

A: $250

Q: What is your hourly rate to review documents?

A: $250

Q: What is your hourly rate to provide deposition testimony?

A: $375

Q: What is your hourly rate to provide testimony at trial?

A: $375

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)

A: Expenses as incurred

References upon request.