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Principal with Paul Ward in Ward & Connolly, a provider of life insurance consulting and sales services
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Graduate of Duke Law School
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Admitted to the bar in Ohio and Florida
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More than 25 years of experience in tax law, estate, business, and life insurance planning
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Frequent speaker on life insurance and its uses in estate and succession planning Past speeches include:
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Ohio Bar Association Annual Convention
- Columbus Bar Association Annual Probate Law Institute
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Catholic Foundation Annual Estate Planning Seminar
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Ohio Society of CPAs
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Columbus and Worthington, Ohio Estate Planning Councils
- Advisors in Philanthropy National Conference
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Has acted as an expert witness in litigation involving life insurance policies
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Interviewed and quoted by the Wall Street Journal on life insurance topics
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Regularly provides life insurance policy evaluation and consulting to charities, law firms, fee only financial planners and trustees
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Guest Lecturer at The Ohio State University Fisher College of Business Masters of Business Administration program
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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
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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
