Principal with Paul Ward in Ward & Connolly, a provider of life insurance consulting and sales services

Graduate of Duke Law School

Admitted to the bar in Ohio and Florida

More than 25 years of experience in tax law, estate, business, and life insurance planning

Frequent speaker on life insurance and its uses in estate and succession planning Past speeches include:

Ohio Bar Association Annual Convention

Catholic Foundation Annual Estate Planning Seminar

Ohio Society of CPAs

Columbus and Worthington, Ohio Estate Planning Councils

Has acted as an expert witness in litigation involving life insurance policies

Interviewed and quoted by the Wall Street Journal on life insurance topics

Regularly provides life insurance policy evaluation and consulting to charities, law firms, fee only financial planners and trustees

Guest Lecturer at The Ohio State University Fisher College of Business Masters of Business Administration program

An approved provider of Continuing Education for: the Accountancy Board of Ohio, the Commission on Continuing Legal Education, the Ohio Department of Insurance, and the Certified Financial Planner Board of Standards

2013 recipient of the Dr. John R. Ervin Golden Apple Award for outstanding insurance educator from the Society of Financial Service Professionals Columbus, Ohio Chapter