A reference page for attorneys who want to understand how I work with counsel, the scope of each engagement, and what a referral looks like.
Retained by one spouse, often at the recommendation of counsel, when disclosure is expected from both sides. Marital balance sheet, division scenarios, tax-impact modeling, mediation prep, and workpapers prepared for use by counsel. Flat fee quoted at the consultation; caps and phase gates stated in the engagement letter.
Retained jointly by both spouses, their collaborative teams, or their mediator. One set of workpapers, no advocacy for either party. Flat fee from $3,500.
Retained by counsel when disclosure is incomplete or contested, or when the scope of hidden or dissipated assets is unknown. Discovery analysis, asset tracing, lifestyle and income reconstruction, business triage, property characterization, and court-ready financial reports. Retainer from $2,500 with $250/hour billed monthly. Phase-gated: scope expansion is reset and agreed before additional work is billed. Testimony and court time priced separately (see Expert Witness Work, below).
A workable, agreeable division number for use in property division, plus 20+ year projections of value and cash flow to each party. For each entity: cash flow analysis, marital vs. separate equity, formation and ownership history, tax treatment, and the division-math implications of each settlement scenario.
A credentialed opinion of value under USPAP, AICPA SSVS, or NACVA standards. I am not a credentialed business valuator (CVA, ABV, ASA). This work produces a number that holds up for settlement — not a defensible opinion of value for litigation over the valuation itself.
Indicators: the valuation itself is contested (not just the division); personal vs. enterprise goodwill characterization is in dispute; the business is the primary marital asset with limited liquidity elsewhere; or trial strategy requires an expert who can testify to USPAP conformity.
The same fee covers integrating a completed outside credentialed valuation into the marital balance sheet, division scenarios, and settlement math.
Trial or deposition — actual time under oath. Applies whether the engagement extends an existing retainer or is a standalone expert retention.
Report drafting, deposition prep, trial prep, counsel meetings, exhibit assembly. The standard engagement rate. Prep and sworn time tracked separately on the invoice.
Outside Cleveland, Oklahoma, and McClain counties. No travel charge within those three counties.
Reports and CV have been submitted and included in the statement of fact to the court in a contested divorce trial. Court-ready reports, deposition preparation, and testimony when scheduled.
Certified Divorce Financial Analyst (CDFA®) · Accredited Asset Management Specialist (AAMS®) · Behavioral Financial Advisor (BFA™) · 40-Hour Certified Mediator
FINRA Series 7, 63, and 66 · Investment Adviser Representative (Oklahoma, Texas, Colorado, Georgia) · Oklahoma Life and Health Insurance Producer
B.S. Multidisciplinary Studies (Commerce & Enterprise), University of Oklahoma · A.A.S. Business (Finance option), Oklahoma City Community College · A.S. Diversified Studies, Oklahoma City Community College
More than 800 hours across financial planning, divorce financial analysis, tax, estate planning, retirement planning and benefits, insurance, special needs planning, securities, ethics, anti-fraud and anti-money-laundering, cybersecurity, and legislative updates.
Institute for Divorce Financial Analysts · Oklahoma Bar Association, Family Law Section (non-lawyer member) · Oklahoma Academy of Collaborative Professionals
USMC veteran (1995–2003).
CV available upon request. Public regulatory records: brokercheck.finra.org and current Form ADV at millionwm.com.
Available to present CLE on divorce financial topics for bar sections, firm trainings, and continuing education providers. Topic development, format, and length discussed at the request stage.
Complimentary 30-minute call to scope the engagement and quote fees.
Book a consultationEngagement letter with role, fee structure, cap, and phase gates before any work begins.
Reports are sent directly to counsel and copied to client. Direct communication with counsel and client is routine; the mix is set case by case based on how counsel prefers to work.