• Commercial Real Estate
• Landlord/Tenant
• Lost Profits
• Property Management
• Real Estate Damages
• Real Estate Leasing
• Residential Real Estate
• Retail Real Estate
• Shopping Center/Mall Real Estate

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: • Bachelor of Arts, Elon University, 2003
• Certified Property Manager (CPM®), Institute of Real Estate Management — Current
• Accredited Residential Manager (ARM®), Institute of Real Estate Management — Current
• Certified Apartment Portfolio Supervisor (CAPS), National Apartment Association — Previously held; designation is no longer active
• Licensed Real Estate Broker — Georgia
• Licensed Real Estate Broker — North Carolina
• Licensed Real Estate Broker — Ohio
• Licensed Real Estate Broker — West Virginia

Q: Please list your affiliations or memberships in any professional and/or industry organizations:

A: Institute of Real Estate Management (IREM) — Member. National service has included the IREM Governing Council, the IREM Executive Council, the Membership and Credentialing Committee, the IREM Foundation Board, the ARM Enhancement Committee, and the ARM Forum. Through the Membership and Credentialing Committee and the ARM Enhancement Committee, I contributed to the governance and development of the professional credentialing standards by which property managers are certified nationally. I hold the active Certified Property Manager (CPM) and Accredited Residential Manager (ARM) designations. I am a member of the IREM Academy of Authors and a published author in the Journal of Property Management. Recognition includes the IREM Professional Achievement Award (2013) and IREM Chapter #56 CPM of the Year (2012).

Apartment Association of North Carolina (AANC) — Member during my regional multifamily leadership in the Piedmont Triad market, participating in state-level apartment industry education and professional programming.

Piedmont Triad Apartment Association — Member; recognized as Regional Manager of the Year.

National Apartment Association Education Institute (NAAEI) — Completed the Certified Apartment Portfolio Supervisor (CAPS) coursework track and passed the associated examination. The designation has since lapsed and is listed here as prior education and training only, not as a current credential.

State Real Estate Regulatory Affiliations — Licensed real estate broker in Georgia (Broker of Record), Ohio, Pennsylvania, Virginia, and North Carolina; real estate salesperson license in West Virginia.

City of St. Clairsville, Ohio — Planning and Zoning Committee member.

Rotary International — Member, Rotary Club of Belmont (District 7680). Member and President-Elect, Rotary Club of St. Clairsville

Q: Please list any teaching or speaking experience you have had, including subject matter:

A: Teaching

Adjunct Professor of Real Estate, Belmont College (2015–2020). Designed and instructed Real Estate Principles and Practices, covering agency and fiduciary responsibilities, contracts and leases, property management, fair housing, brokerage operations and supervision, trust-account and financial controls, professional ethics, and regulatory compliance. Instruction included mentoring students preparing for licensure and entry into the real estate profession.

Conference Speaking

Invited member of the speaking faculty, Information Management Network (IMN), The Inaugural Multifamily Property Management & Operations Forum, Dallas, Texas, March 21–22, 2019. Served as panelist on "Cost of a New Tenant vs. Raising Rent — Revenue Management Best Practices: Evaluating Unit Rate Pricing Optimization Tools." The session addressed the advantages and limitations of revenue management software, allocation of rent-setting decision authority between corporate and site level, determination of the new lease and renewal volume required to meet property pro formas, prospect-to-lease conversion analysis, post-renovation rent determination, the impact of competitive rents, and building-class considerations.

Additional speaking and panel participation at national property-management and real-estate conferences has addressed organizational structure for operations outside a company's home market, multi-state and out-of-market property management, virtual and remote operations, outsourced and hybrid staffing models, centralization versus decentralization of management functions, technology integration in property operations, employee performance management and uniform operating standards, and management structure and decision authority across dispersed teams.

Professional Writing and Industry Publication

Teaching

Adjunct Professor of Real Estate, Belmont College (2015–2020). Designed and instructed Real Estate Principles and Practices, covering agency and fiduciary responsibilities, contracts and leases, property management, fair housing, brokerage operations and supervision, trust-account and financial controls, professional ethics, and regulatory compliance. Instruction included mentoring students preparing for licensure and entry into the real estate profession.

Investor and Owner Group Presentations

Author and regular presenter of "Basics of Property Management," an instructional program delivered on an ongoing basis to real estate investor and ownership groups. The program addresses site management operations, staffing and human resources administration, leadership and supervision, workforce planning, and the responsibilities and decision authority of the on-site property manager. Presentations pair recognized industry practice with direct operating experience so that owners and investors can evaluate management performance against realistic operating expectations rather than assumptions.

Conference Speaking

Invited member of the speaking faculty, Information Management Network (IMN), The Inaugural Multifamily Property Management & Operations Forum, Dallas, Texas, March 21–22, 2019. Served as panelist on "Cost of a New Tenant vs. Raising Rent — Revenue Management Best Practices: Evaluating Unit Rate Pricing Optimization Tools."

In that session and in other national conference panels, my contribution has consistently involved testing published industry benchmarks and prevailing practice against my own portfolio-level operating results. Rather than presenting benchmark data as settled standards, I have explained where a benchmark held true in live operations, where it did not, and what property, market, staffing, or ownership conditions accounted for the difference. That approach reflects how I evaluate operating performance generally: industry data establishes the expected range, and direct operating experience determines whether a particular result falls inside or outside it and why.

Additional panel subject matter has included organizational structure for out-of-market operations, multi-state and remote property management, staffing models, centralization versus decentralization, technology integration, employee performance and uniform operating standards, and management structure and decision authority across dispersed teams.

Professional Writing and Industry Publication

Published author in the Journal of Property Management and member of IREM's Academy of Authors. Published subject matter has included workforce management, employee retention, leadership development, diversity and inclusion, organizational culture, property operations, staffing models, and industry trends. Recognized by the Journal of Property Management among its Top 30 Leaders Under 30.

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)

A: no

Q: On how many occasions have you been retained as an expert?

A: 5

Q: For what area(s) of expertise have you been retained as an expert?

A: I have been retained in matters involving:

• Multifamily and commercial property-management operations and generally accepted management practices
• Premises safety and the management of observable common-area conditions
• Property inspections, maintenance administration, work orders, vendor coordination, follow-up, escalation, and documentation
• Security operations and negligent-security systems, including shootings at apartment communities and commercial properties
• Swimming-pool operations, enclosure and access controls, renovation oversight, and drowning incidents
• Slip-and-fall incidents in retail and commercial-property settings
• Property-management issues associated with balcony failures and elevator or escalator incidents
• Contractor disputes and management oversight of vendors and construction activities
• Staffing, training, supervision, incident reporting, policy implementation, and organizational accountability

Q: In what percentage of your cases were you retained by the plaintiff?

A: 75

Q: In what percentage of your cases were you retained by the defendant?

A: 25

Q: On how many occasions have you had your deposition taken?

A: 5

Q: When was the last time you had your deposition taken?

A: october 2026

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: • Preliminary case evaluation and consulting
• Review and analysis of property-management records, policies, procedures, contracts, work orders, inspection records, incident reports, communications, photographs, and deposition testimony
• Property-management practices and operational-systems analysis
• Chronology development and identification of documentation or discovery gaps
• Assistance with discovery requests, deposition strategy, and witness preparation
• Site inspections and property-operations assessments
• Evaluation of staffing, training, supervision, maintenance, security, vendor management, and incident-response systems
• Written expert reports, supplemental reports, affidavits, and declarations
• Review and critique of opposing expert reports
• Rebuttal opinions and reports
• Deposition, arbitration, mediation, and trial testimony
• Consulting-expert and testifying-expert services for plaintiff and defense counsel

I do not perform engineering, architectural, medical, laboratory, accident-reconstruction, or other specialized technical testing.

Q: What is your hourly rate to consult with an attorney?

A: 250

Q: What is your hourly rate to review documents?

A: 250

Q: What is your hourly rate to provide deposition testimony?

A: 350

Q: What is your hourly rate to provide testimony at trial?

A: 400

Available Upon Request