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Texas Fiduciary Mediation Expert #293

I have 27 years of experience and specialize in the field of investments with specific knowledge in the areas of annuities, securities and life insurance. I have published on such topics as the use of mediation for financial matters, ethics and annuities. I have testified 7 times on topics such as churning, securities and fiduciary responsibilities.

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Dallas, TX
(214) 785-8955