Expert Details

Expert in Insurance- Expert Witness, Valuations, Mergers and Acquisitions

Expert ID: 735017 Louisiana, USA

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Every business that is established in their marketplace should get a professional evaluation every five years. They are generally very affordable and evaluations are critical for project financing, mergers and acquisition‘s, performance review of management, etc. While Expert's particular expertise is in the insurance arena, he also collaborates with other professionals who are in this arena and can facilitate bringing the necessary resources to any situation.

Most businesses have longstanding relationships with insurance brokers. In Expert's experience, there is tremendous value in hiring an independent third-party consultant who has no vested interest in your current paradigm. Over the last five years there has been significant changes in both the property and casualty and the life and health arenas. As a result, many of those changes have resulted in less expensive/more innovative solutions and increasingly efficient platforms for long-term risk planning. One mid-sized client Expert has worked with saved a quarter million dollars as a result of my counsel. At times, that may include helping some organizations go through a controlled bid process with 5 to 7 well respected brokers. These projects generally take 3 to 5 months to complete but offer tremendous value.

A Strategic Plan Is a critical component to an organization no matter how large it is. It generally includes an extended off-site meeting with key principals. A traditional planning approach includes certain elements (e.g. vision, mission, SWOT analysis, values, goals, and tactics). A draft of the plan is delivered with full detail for Year 1 and Phase 1, 2 and 3 scoped out. These take time and energy, but are critical to success.

Have reviewed technical sales and marketing platforms for efficacy and results for several large national and regional clients.


Year Degree Subject Institution
Year: 1979 Degree: BBS Subject: Business Institution: Southern Methodist University

Work History

Years Employer Title Department
Years: 2011 to 2018 Employer: Carrier and Affinity Group Strategies, LLC. Title: President/Owner Department:
Expert witness for life & health and property & casualty cases since 2014. Perform advisory services for buyers/sellers of insurance agencies. Consulting firm active in assisting Insurance Carriers, Affinity groups, Brokers, Agencies, and Insurance Administrators, maximize shareholder value, and improve portfolios
Select Accomplishments
 Facilitated the sale of several national brokers’ Book of Business and advised insurance agencies (buyers and sellers) in LA, MS, ILL, NY & TX
 Scores of local and national Agency Valuations including a complex, top 100 U.S. insurance broker.
 Led several client-based initiatives in response to a Federal Opportunity Announcement by the Center for Medicare and Medicaid Services.
 Worked on a number of client directives including health consulting projects, regulatory issues, deferred compensation, strategic planning, project management and corporate RFP initiatives for insurance vendors/partners
 Opened several privately-owned, near-site medical clinics with lab collection facilities.
Years Employer Title Department
Years: 1992 to 2011 Employer: GILSBAR, Inc. Title: VP of BPO Services Department: Outsourcing Division
One of the largest privately held TPA’s in the U.S., serving a national client base including major affinity groups, insurance carriers, and large employers.
Vice-President of Carrier and Affinity Group Services (2004 – 2010)
Provided leadership to profit center focused on BPO services to insurance carriers and varied association/affinity group programs; exceeded goals for revenue and profitability. Participated in corporate strategic planning, operational decisions, and supervised team members.
Select Accomplishments
 Significant participation in leading a large, privately owned national TPA from twenty employees to over 500 during 25 year tenure.
 Major contributor to growing a small BPO profit center into a national presence in the affinity and commercial space and significant increase in profitability during a three-year span.
 Major contributor to recruiting significant talent to entire organization.
 Primary relationship manager for numerous major accounts representing 20%+ of corporate revenue.
Years Employer Title Department
Years: 1988 to 1992 Employer: AIG-Germany Title: Department Manager Department: Personal Lines
World leader in insurance serving private and commercial clients in the life/health and property and casualty arena.
Personal Lines Manager for Germany (1988 – 1992)
Primary responsibility for management of Personal Lines Division in Germany representing sales of $35 million; primary responsibility of joint operating partnership representing sales of $3 million; designed and implemented multiple sales and marketing initiatives; managed producer relationships throughout Germany.
Select Accomplishments
 Managed 60+ Property and Casualty agencies throughout Germany requiring familiarity with German regulations, customs, and competition.
 Participated in all budget and financial issues relative to division.
 Hired, trained, and directed staff of 40+ AIG domestic employees in Personal Lines Profit Center.
 Participated in broader AIG Europe Personal Lines Conferences/Meetings.
 Active in various organizations, including American Chamber of Commerce and market-aligned non-profit groups.
Years Employer Title Department
Years: 1979 to 1988 Employer: Gilsbar, Inc. Title: Sales Person Department: Sales/Marketing
Participated in plan design recommendations and negotiations on behalf of employers and associations; primary responsibility for recruiting, training, and management of statewide sales team; presented seminars and led presentations on behalf of clients; member of the corporate Executive Management Committee.

International Experience

Years Country / Region Summary
Years: 1988 to 1992 Country / Region: Germany Summary:

Career Accomplishments

Associations / Societies
President of National Association PIMA- Association representing major players in the Affinity market business
Licenses / Certifications
Licensed Life and Health Agent, Chartered Life Underwriter, Certified Employee Benefit Specialist, Expert Witness
Professional Appointments
Appointed to several non-profit and for-profit Boards
Awards / Recognition
Volunteer of the Year award for Professional Insurance Agents of Louisiana
Publications and Patents Summary
Regular Articles in Surplus lines Magazine
Regular Articles in PIA Magazine

Additional Experience

Expert Witness Experience
Actively involved in Expert Witness work across the Southeast

Prior Cases Include:
1. Life insurance valuation, 2015, Report. Settled. Expert for Defendant.
2. Bad Faith Claims Handling, 2016, Report. Settled. Expert for Plaintiff.
3. Bad faith financial damages fraud, breach of contract, 2017, Report. In Process. Expert for Plaintiff.
4. Standard of care, 2017, Report/ Affidavit. In process. Expert for Plaintiff.
5. Standard of care and fraud, 2018, Report. Settled. Expert for Plaintiff.
6. Standard of care and bad faith claim handling, 2018, Research, In process. Expert for Plaintiff.
7. Tortuous Interference of contract, breach of contract, and unfair trade practice, 2018, Affidavit, In process. Expert for Plaintiff.
8. Breach of fiduciary duty, fraud, and deceptive trade practice, Report, Settled. Expert for Defendant.
9. Breach of contract and bad faith, 2018, Report, In process. Expert for defendant.

Language Skills

Language Proficiency
German 80% Fluent

Fields of Expertise

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