Independent financial expert analysis for complex disputes.
Damages, government contract, False Claims Act, and fraud matters for litigators in Washington DC, Maryland, and Virginia. Retained through counsel as a consulting expert, a testifying expert, or one and then the other.
Consulting or testifying. Counsel decides which, and when.
The work is the same rigorous analysis. What changes is who sees it.
Consulting expert
Behind the curtain
Works under counsel's direction to analyze the records, pressure-test case theories, take apart the opposing expert's work, and prepare for depositions. Often the right first step.
- Early damages and exposure estimates
- Critique of the opposing expert's model and assumptions
- Deposition outlines for financial witnesses and experts
Many engagements begin as consulting-expert work. Designation can wait until counsel knows what the numbers show.
From the first estimate to the last exhibit
What a retained engagement can cover, scoped to the matter.
Damages quantification
Lost profits, contract damages, unjust enrichment, and cost overruns, modeled from source records with every assumption stated where the other side can see it.
Forensic investigation & funds tracing
Where the money went, who moved it, and what the records can actually prove, tied transaction by transaction to source documents.
Rebuttal of opposing experts
Most opposing reports fail on choices, not arithmetic. Start dates, asymmetric treatment, and unsupported assumptions, restated and quantified line by line.
Expert reports & testimony
Disclosed expert reports, deposition preparation, and testimony that makes the numbers make sense to a judge or jury.
Demonstratives
Waterfalls, contradiction charts, and issue-priority matrices that let a judge or jury follow the money without a calculator.
Practice areas
Where DC-area disputes concentrate, in more depth.
Credentials, career, and testimony record
Credentials
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Project Management Professional (PMP)
- MBA
- Master of Business Taxation (MBT)
Career
- Arthur Andersen
- Ernst & Young, Fraud Investigation & Dispute Services
- IBM Global Services
- Navigant (now Guidehouse): damages and valuation models in commercial disputes totaling $2B+ in claimed damages, for Am Law 100 litigation teams
- Millennium Challenge Corporation: directed a $2.7B development portfolio
Testimony experience
Experienced in preparing expert reports and supporting counsel through deposition and trial. Testimony history is provided to retaining counsel on request.
CV and prior-testimony list available to retaining counsel on request.
Why the record matters
Counsel designating a testifying expert will need the expert's qualifications, publications, compensation, and recent testimony history for disclosure. Having them ready from day one avoids surprises.
Where matters are supported
Supporting matters in DC Superior Court; the circuit courts of Maryland and Virginia; the U.S. District Courts for the District of Columbia, the District of Maryland, and the Eastern District of Virginia; the U.S. Court of Federal Claims; and the Boards of Contract Appeals.
Experts are not admitted to courts the way attorneys are. The court decides in each matter whether an expert is qualified, under the admissibility standard that applies there.
The method is the credibility.
An opinion is only as strong as the process behind it. This one is written down, repeatable, and the same whichever side calls.
- Define the engagement question and scope with counsel.
- Run a conflict check before any substantive review.
- Inventory records and assess how reliable each source is.
- Apply a documented, reproducible method, with every assumption disclosed.
- Tie every number to a source document, and state documentation coverage.
- Stress-test conclusions against alternative assumptions before opposing counsel does.
Compensation is never contingent on the outcome of a matter.
Hourly, against an advance retainer
Expert engagements are billed hourly against an advance retainer. Deposition and trial time, and reserved trial dates, are quoted in the engagement letter.
- Billing basis
- Hourly, for consulting and report work
- Deposition & trial
- Separate rate, quoted per engagement
- Advance retainer
- Required before work begins; amount set in the engagement letter
- Reserved trial dates
- Reservation terms stated in the engagement letter
Notes for counsel in complex disputes
Short, practical notes for counsel. All insights →
Reading an opposing expert's report: start dates and asymmetry
Opposing reports rarely fail on arithmetic. They fail on choices, and two of them are worth checking in almost every report you'll see.
Read the note → Expert PracticeWhat counsel should send a damages expert in the first week
The first week of an expert engagement sets the pace for everything after it. Here is what lets the expert scope the work and flag gaps before they become deadline problems.
Read the note → Expert PracticeConsulting expert or testifying expert? Structuring the engagement from day one
The expert's role affects what gets disclosed and how the file is organized. Decide the structure early, even if the designation decision waits.
Read the note → Commercial DamagesLost profits or lost business value? Choosing the damages model
The same injury can be measured as a stream of lost profits or as a drop in the value of the business. The choice drives the number, and doubling up is the classic mistake.
Read the note →Discuss a matter — confidential scoping call.
Share the parties, the forum, and the next deadline. Names are cleared for conflicts before anything substantive is discussed.
Conflicts are checked before we discuss the merits of any matter.