Practice Management Expert Witnesses

Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.

With over 38 years of experience in the financial services industry, I currently hold the positions of President, Chief Compliance Officer, and Owner of Wealth Innovation, a boutique Registered Investment Adviser firm. Additionally, I am the founding advisor at Wealth Advocacy, a consultancy specializing in business and consumer financial services. I am the President, Founder, and Owner of Esoteric Advisors, a collaborative consulting and expert witness company that aims to foster a robust and extensive collegial network of fellow experts. My professional journey includes serving as a FINRA and court admitted expert witness. I have authored numerous expert reports, participated in depositions, and provided testimony in arbitration and court proceedings. My unwavering commitment to business and personal compliance, legal integrity, and creditworthiness is impeccable. I have held several significant positions with a major financial institution. These roles have encompassed audit-ris...

Dermatology - Standard of Care, Traumatic Injury, Personal Injury, Medication Side Effects, Cosmetic Procedures and Outcomes, Alopecia, Practice Management, Disability Rating, Allergies, Psoriasis, Vitiligo, Cysts, Hemangiomas

Dr. Lisa Stirling is a board certified dermatologist with expertise in medical, surgical, and cosmetic dermatology. She has practiced clinical dermatology for the past 11 years and telemedicine for the last 5 years. She enjoys caring for patients with complex skin conditions and uses multiple treatment modalities, including topical regimens, light therapy, laser, systemic medications, and biologics. She is specialized in treating patients with skin cancer, including melanoma. Dr. Stirling believes in compassionate care and a patient centered treatment approach, including lifestyle strategies to improve outcomes and focusing on overall wellness. Dr. Stirling earned her undergraduate degree in biology at St. Ben’s University in Minnesota, graduating with the distinction of summa cum laude. She received her medical degree at the University of Minnesota Minneapolis and was inducted into the Alpha Omega Alpha National Medical Honor Society. During medical school, she traveled to the Karo...

Veterinarian, Dogs - Animals matters, Dog or cat attacks, Horses, Abuse, neglect, Vet malpractice, liability, business, Vet contracts, practice management, HR of vet workers, Shelter, corporate, rescue, non-profit, private practice, housecall, organization best practices, Vet hospital operations, marketing or ethics.

Nearly 3 decades of veterinary industry experience in multiple animal-related industries and environments. 23 years experience as a practicing veterinarian and veterinary surgeon. Over a decade of experience as a veterinary practice owner. Experience with horses, dogs, cats, wildlife. Credentialed veterinary business consultant. One of less than 100 veterinarians across the nation that is a Certified Veterinary Practice Manager as well as a Doctor of Veterinary Medicine. Practice areas include private practice, corporate practice, house call ambulatory, shelter medicine, surgery, Veterinary business and veterinary practice management.