The quality and responsiveness of our services is driven by the experience and qualifications of our dedicated professional team. The majority of our professionals have worked together as a team for more than 10 years. Our combination of education and certifications including CPA, CMA, CFE, CFF, CVA, CDFA, MBA, MSA and JD, coupled with our experience in industry, consulting, and general business provides our clients the power of a multi-disciplinary and multi-faceted team.
Don has more than 35 years of combined experience in audit, accounting, finance, general management, financial consulting, and expert witness work. As a financial expert on damages, Don provides assistance to attorneys in a variety of litigation matters and disputes involving many types of claims including business litigation, intellectual property infringement, breach of contract, insurance claims, financial services, employment disputes and forensic accounting.
John has more than 30 years of combined experience in audit, accounting, finance, general business management, financial consulting, and expert witness consulting. John has more than 20 years of experience, including 12 years with Financial Advisors LLC, providing forensic accounting and consulting services to attorneys in a variety of litigation matters and disputes, including those involving fraud, business litigation, intellectual property infringement, construction, breach of contract, business interruption and franchise disputes.
Patrice has more than 25 years of combined experience in audit, accounting and expert witness consulting. Patrice has more than 12 years of experience with Financial Advisors LLC providing consulting services to attorneys in a variety of litigation matters involving fraud, intellectual property infringement, breach of contract, employment disputes and forensic accounting.
Jody has more than 25 years of finance, accounting and expert witness consulting experience. She has 18 years of experience with Financial Advisors LLC providing consulting services to attorneys on litigation projects. Jody has extensive experience with employment disputes in the financial securities industry (FINRA & NASD). Jody also has experience in other areas including employment disputes, breach of contract, intellectual property infringement, divorce and forensic accounting.
Karen has more than 25 years of combined experience in audit, accounting, financial analysis, and consulting. Her litigation experience includes more than 17 years with Financial Advisors LLC performing financial analysis related to fraud, forensic accounting, intellectual property infringement, breach of contract and employment disputes.
Anna has more than 16 years of combined experience, including more than five years with Financial Advisors LLC, in accounting, finance and expert witness consulting. Anna’s litigation experience includes providing financial analysis and assistance to attorneys in fraud investigations, forensic accounting, intellectual property infringement, valuation, breach of contract and employment disputes.
Tom has more than 10 years of financial, accounting and expert witness consulting experience with Financial Advisors LLC. Tom has developed expertise in economic analysis related to forensic investigations, intellectual property infringement, valuation, breach of contract, employment disputes and products liability claims.
Fran has more than 32 years of combined experience in accounting, finance, financial consulting, and expert witness consulting. As a financial expert on damages, Fran provides assistance to attorneys in a variety of litigation matters and disputes involving fraud, forensic investigations, business litigation, financial services, employment, intellectual property infringement, breach of contract, and employment disputes.
Gwen has more than 25 years of experience, including more than seven years with Financial Advisors LLC, in managing office and administrative functions in professional organizations, including law firms, commercial real estate and health care organizations. Gwen is responsible for managing all administrative activities at Financial Advisors including office equipment, building issues, scheduling, engagement letters,