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SEC v. Chen 17-CV-00405-JLR SEC v. Profit Connect 21-CV-01298-JAD-BNW SEC v. Essex 18-CV-05008-FMO-AFM SEC v. Health Maintenance Centers (Znetix) C02-0153P SEC v. Rhodes CV-06-1353-MO SEC v. Global Online 07-CV-0767-WSD SEC v. Sunwest 09-CV-6056-HO SEC v. Trabulse C07-4975-WHA FTC v. Fortuna Alliance C96-799M FTC v. Merchant Processing CV-07-0533-BR FTC v. Mutual Consolidated Saving C09-5380RBL FTC v. Consumer Advocates CV12-04736-DDP
I grew up on the San Gorgonio Pass in Southern California and have always had a deep love of the outdoors. I always loved school growing up, did a lot of singing and after starting out in opera in high school, I went on to study theatre where I specialized in lighting design in addition to acting in over fifty plays. In grad school I focused my effort on my talent with numbers and studied accounting, corporate finance, and business statistics. In my post-graduate professional career I sold financial products and health insurance, was a consumer debt counsellor, wrote business plans and performed analyses for audiologists, worked in corporate finance as a controller, FP&A analyst, commissions analyst, and payroll analyst, and documented over 15,000 hours performing forensic accounting and other fiduciary and insolvency services as a business consultant and expert. In the summer of 2020, with my partner Geoff we founded American Fiduciary Services, LLC with the vision of becoming the premier provider of fiduciary and insolvency services in the USA. I live, train, and work in beautiful Portland, Oregon with my brilliant wife Emily, my lovely children Walter and Phoebe, and my neurotic dog Reno. In my spare time I enjoy backpacking, playing piano and reading histories and philosophy.
Certified Insolvency and Restructuring Advisor (CIRA), Certified Fraud Examiner (CFE), Certified in Distressed Business Valuation (CDBV)
Associate member of NAFER
Diploma, Banning High School, Banning, California 1999 BA (Major: Theatre Performance Studies, Minors: History, Religious Studies, Philosophy), Willamette University College of Liberal Arts, Salem, Oregon 2003 MBA (Finance, Accounting and Statistics Focus), Atkinson Graduate School of Management, Salem, Oregon 2005
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