Forensic financial analysis and dispute support built for litigation scrutiny.
A CPA and Certified Fraud Examiner who quantifies damages, traces assets, reconstructs the record, and produces schedules and narratives that hold up in discovery, deposition, and at trial.
Support of counsel only; I do not provide legal advice.
Under deadline? Say so in the contact form and I will prioritize the reply. Conflict checks are cleared in writing before any facts are discussed. See questions counsel ask.
What counsel can expect
- Discovery-ready schedules and clear narratives.
- Defensible reconstruction with documented chain of custody.
- Privilege-aware coordination with your team.
- Plain-English findings a judge or jury can follow.
Where I support litigation teams.
Economic damages
Lost profits, lost value, and disgorgement quantified and tied to the underlying records.
Asset & fund tracing
Following money across accounts and entities to support recovery and contested-ownership claims.
Fraud & embezzlement
Investigation, quantification, and documentation of misappropriation and concealment.
Forensic reconstruction
Rebuilding incomplete or contested financial records into a defensible, sourced account.
Contribution & ownership disputes
Contribution analysis and allocation models for partnership, partition, and shareholder matters.
Consulting & testifying support
Behind-the-scenes analysis or expert reports and testimony, depending on your strategy.
A forensic toolkit purpose-built for disputes.
Forensic schedules, contradiction charts, evidentiary narratives, and litigation-grade reconstruction — organized to align with your pleadings and exhibit strategy.
Deliverables
- Forensic schedules — transactions and balances sourced to evidence.
- Contradiction charts — testimony and documents mapped against the record.
- Evidentiary narratives — the financial story, aligned to your theory of the case.
- Damages & allocation models — transparent, adjustable, defensible.
How I work with your team
- Confidential handling of sensitive records under privilege.
- Schedules and narratives aligned to pleadings and expert use.
- Reconstruction workflows with defensible chain of custody.
- Coordination with counsel, experts, and client leadership.
Every figure is sourced to the underlying record, chain of custody is documented throughout, and findings are written so a judge or jury can follow them. Redacted schedules, ledgers, and narrative templates available on request. Support of counsel only; not legal advice.
Before you call.
The practical questions attorneys raise when vetting a financial expert, answered plainly.
Do you testify, or work as a consulting expert?
I work primarily as a consulting expert: forensic analysis, schedules, and reconstruction prepared for counsel and, where one is retained, for the testifying expert. Testifying engagements are possible and are agreed at the outset, because the role determines how the work is structured, documented, and disclosed.
How do you check for conflicts?
Before any substantive discussion, I run a conflict check against the parties, counsel, related entities, and known witnesses you provide. Send names only at first; I confirm clearance in writing before we discuss facts.
Is a retainer required, and how are fees structured?
A fee schedule and engagement terms are provided on request, before any substantive work begins.
How quickly can you start?
I reply to counsel inquiries within one to two business days. If a deadline is close, say so in your message and I will prioritize both the reply and the start date.
Can the work be structured to protect privilege?
Yes. Engagements can be retained through counsel so that work product is prepared at counsel's direction, with communications and drafts handled accordingly. Counsel determines the structure; I follow it and keep a documented chain of custody for all records received.
Do you review or rebut opposing expert reports?
Yes. Rebuttal work includes testing the opposing expert's data, assumptions, and methods against the record, quantifying the effect of each disputed assumption, and preparing cross-examination support for counsel.
What do you need from me to scope a matter?
The jurisdiction and litigation stage, the financial questions at issue, the records available or expected in discovery, key deadlines, and whether you anticipate a report or testimony. With that, I reply with a proposed approach, a scope, and a fee estimate.
Where are you located, and do you travel?
McLean, Virginia, in the Washington, DC metro. I work nationwide, remotely and on site, and travel for depositions, hearings, and trial as needed.
References from counsel are available on request, subject to their consent and any confidentiality obligations.
Bring me in early.
Share the jurisdiction, litigation stage, the financial questions at issue, and your timing. I will reply with how I would approach the analysis.