Expert Witness Services
Independent actuarial testimony for high-stakes healthcare disputes.
I provide clear, defensible actuarial analyses—built on rigorous methods, documented assumptions, and transparent exhibits—so counsel and fact-finders can understand what the numbers mean.
Services available for plaintiff, defense, and neutral appointments. Confidentiality respected.
Typical Use Cases
- ERISA fiduciary / plan administration analytics
- Healthcare pricing & reimbursement disputes
- Managed care finance, utilization, and trend analyses
- Risk adjustment and coding-driven revenue analytics
- Class certification support: common impact & damages frameworks
If you need a tight, litigation-ready workplan (data → methodology → exhibits → deposition), you’re in the right place.
Engagement types
Testifying expert
Opinions supported by transparent actuarial methods, reproducible workpapers, and exhibits designed for depositions and trial. I aim to be understandable to non-technical audiences without sacrificing rigor.
Consulting expert
Analytic support for case strategy: scoping data requests, stress-testing opposing expert reports, constructing alternative damages models, and identifying methodological weaknesses early.
Neutral / referee
Independent, court-facing analyses where both parties need a credible actuarial evaluator: reconciliation of datasets, benchmarking, or adjudicating disputed assumptions.
Subject-matter focus
Employer-sponsored plan economics
- Plan cost modeling (allowed amounts, paid amounts, member cost share)
- Network & contracting impacts (unit cost vs. utilization decomposition)
- Trend, seasonality, IBNR logic, and credibility
- Fiduciary analytics: reasonableness, benchmarking, and governance signals
Pricing transparency & reimbursement disputes
- Claims repricing, billed vs allowed analysis, fee schedule comparisons
- Hospital/payer transparency files: structure, limitations, and interpretability
- Reasonable value / market comparisons (with explicit caveats)
- Exhibit construction suitable for discovery and testimony
Risk adjustment analytics
- Coding intensity / chart review impact analysis
- Risk score movement decomposition and outlier detection
- Revenue attribution frameworks & sensitivity analysis
- Data provenance and audit-ready methodology documentation
Damages frameworks
- Common impact / class-wide frameworks (where appropriate)
- Overcharge and differential cost models with guardrails
- Counterfactual construction and uncertainty bounds
- Rebuttal and critique of opposing models
Note: I do not provide legal opinions. My work is limited to actuarial/quantitative analyses and the interpretation of data using accepted methods.
How engagements run
Intake & scope
Objectives, forum, posture, deadlines, data availability, and target exhibits/testimony needs.
Data & reproducibility plan
Define source-of-truth datasets, QA checks, and a workpaper trail built for litigation scrutiny.
Methods & sensitivity
Primary model + alternative specifications; document assumptions; test robustness and limitations.
Exhibits & report support
Draft exhibits for clarity; align narrative to the quantitative record; prepare for deposition.
Credentials
- Actuarial credentialing: ASA, MAAA, FCA
- Healthcare finance and employer plan analytics
- Pricing, trend, utilization, and risk-based revenue mechanics
- Litigation-ready modeling: QA, documentation, reproducibility
Counsel often needs an expert who can do two things at once: (1) build a model that stands up to critique, and (2) explain it cleanly to non-technical audiences. That’s the lane I operate in.
FAQ
Do you work on contingency?
No. I work on an hourly basis with an engagement letter and retainer as appropriate for the matter.
What do you need to start?
A short case summary, the role you want me to play (testifying vs consulting), deadlines, and a preliminary data inventory (claims extracts, contracts, reports, discovery status).
Can you move quickly?
Yes—when scope is controlled and data is available. The fastest path is a clearly defined question and an exhibit-first plan.
Do you provide a “gut check” on another expert’s report?
Yes. I can provide a structured critique: assumptions, data provenance, methodological validity, sensitivity gaps, and where conclusions overreach the analytics.
Request a conflict check
Send a brief note describing the matter type, parties (for conflict screening), venue, and deadlines. I will respond with availability and next steps.
Confidentiality note: Please avoid sending privileged materials until a formal engagement is established.