Erisa Expert Witnesses

S. Pasadena, California

Vocational Rehabilitation, Employment - Forensic Employability Evaluations, Long Term Disability, Long Term Disability Denials, Employment Law, Workers’ Compensation, Sexual Abuse, Wrongful Termination, Earning Capacity Evaluations, ERISA, FEHA, Divorce, Job Placement, Job Analysis, Human Resources, Marriage Dissolution

Owner of vocational rehabilitation consulting firm. Interviews and evaluates clients to determine feasibility of services. Performs One-on-One Vocational Counseling and Planning utilizing transferable skills. Performs Direct Job Seeking Skills as well as Vocational Placement. Administers and interprets vocational aptitude, interest and achievement testing. Provides Job Analyses, Labor Market Surveys and Job Seeking Skills Training. Independent Vocational Evaluator State of CA Rehab Unit, Division of Industrial Accidents. Provides Testimony as a Vocational Rehabilitation and Employability Consultant in Personal Injury, Third Party Litigation, Wrongful Termination, Harassment, Abuse, ERISA as well as Federal Railroad matters. Performs Earning Capacity Evaluations. Vocational Consultant involved in Employability Assessments for Marriage Dissolution matters. Testifies as Vocational Expert for the Social Security Administration, Office of Disability Adjudication and Review.

Woodland Hills, California

Actuarial, Statistics - Actuary, Pension Plans, retirement plans, 401k plans, ERISA, IRS compliance, audits, pension consulting, life expectancy calculations, marital dissolution, employee benefits, personal injury, wrongful death, disability, loss of income, life estate values, insurance, annuities, executive plans

In the past 4 years I have completed about 50 expert witness cases, including personal injury, medical malpractice, wrongful death, economic damages, family law, life estates, ERISA. public pension plan participant values, insurance, annuities, disability, deferred compensation plans, and general litigation. My experience is that by providing attorneys with an expert witness report by a certified actuary, they can win larger claims for their client. I am listed on many of the expert witness directories, as well as on Google. My CV is attached. Professional affiliations include F.S.A, Fellow Society of Actuaries (highest education for an actuary), E. A. Enrolled Actuary, M. A. A. A Member American Academy of Actuaries, ASPPA American Society of Pension Professionals and Actuaries, NIPA National Institute of Pension Administrators, and past affiliation as F. C. A. Fellow of Conference of Consulting Actuaries. Prior Board Member for Conference of Consulting Actuaries and N...

Denver, Colorado

Securities & Investments - Fiduciary duties, trusts and estates, Uniform Prudent Investor Act, trustees, trust beneficiaries, suitability, modern portfolio theory, prudent investment practices, ERISA, damage calculations, investment advisers, diversification

Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investor...

Cleburne, Texas

Neuropsychology, Psychology - Brain injury, organic brain disorders, dementia, MVC, TBI, mTBI, PTSD, disability, rehabilitation, ERISA, psychological assessment, neuropsychological assessment, mass tort, PsyPact

Dr. Sharna Wood is a SEAK-trained consulting neuropsychologist who has independently practiced in Texas since 2009, although she has worked in assessment since 2001. Her training was primarily in the public hospital system in Fort Worth, but she experienced a wide variety of training settings, including neurocognitive rehabilitation, private practice, and rural outreach. Her professional career includes several faculty and director positions in the areas of psychology and neuropsychology. Dr. Wood’s professional affiliations include the National Alliance of Professional Providers of Psychology, where she served on the executive board, as events coordinator, and associate editor of The Clinical Practitioner. She is also a member of Aerospace Medical Association, and the National Academy of Neuropsychology. Dr. Wood's practice location is in Cleburne, Texas, near Fort Worth, but she regularly travels to evaluate individuals for whom travel is difficult. Although licensed in Texas, ...