Claims Investigations
Workers’ compensation, AOE/COE, statements, surveillance, records, canvasses, subrogation, and field strategy built around the decision the evidence needs to support.
INVESTIGATOR · LEADER · STRATEGIST
Turning complex facts into clearer decisions.
I work at the intersection of investigations, claims strategy, and intelligence—helping claims and SIU professionals move from suspicion to evidence, and from information to action.
Professional focus
Investigations · Claims · Intelligence
FIELD PRINCIPLE
Red flags tell us where to look. Evidence tells us what happened.
PROFESSIONAL FOCUS
Investigation is most useful when it improves a decision.
Strong investigative work is not measured by how much activity is performed. It is measured by whether the right facts were developed, tested, documented, and communicated clearly enough to move the claim forward.
SIU & Fraud
Evidence development across claimant fraud, premium fraud, undisclosed employment, business activity, open-source intelligence, and referral-ready investigative analysis.
Client Strategy
Turning operational complexity into a clear client experience through investigation planning, escalation, quality control, communication, and practical claims support.
Training & Thought Leadership
Practical frameworks, field tools, training, and educational content that connect investigative methods to claims decisions and professional standards.
HOW I APPROACH THE WORK
Evidence first. Method second.
Start with the question.
Define the decision and the evidence gap before selecting the investigative method.
Test the theory.
Corroborate information, develop competing explanations, and let the evidence refine the direction.
Report to the evidence.
Separate facts, indicators, inference, and unresolved issues so the next decision-maker has a defensible record.
FEATURED INSIGHTS
Practical intelligence for claims and SIU professionals.
Claims Field Guide is an independent educational resource focused on investigative strategy, field tools, fraud, claims intelligence, and better decision support.
Explore Claims Field Guide
INVESTIGATION STRATEGY
Start With the Question, Not the Service
An investigation should begin with a decision and an evidence gap—not a menu item.
Read field note → SURVEILLANCEWhen Surveillance Makes Sense—and When It Doesn't
Use surveillance to answer a defined question. If the question is unclear, the field assignment probably is too.
Read field note → SUBROGATIONDevelop the Liability Facts Before Evidence Disappears
Recognize third-party exposure, preserve time-sensitive evidence, and build the factual record early.
Explore topic →EXPERIENCE
A career built across investigation, security, technology, operations, and service.
For more than two decades, my work has centered on a consistent problem: how to take incomplete, conflicting, or high-stakes information and turn it into a clearer operational decision.
That perspective now informs my work across workers’ compensation investigations, SIU, client services, field operations, investigative strategy, training, and emerging claims intelligence.
2018 — PRESENT
Investigations & Client Services Leadership
Leadership across workers’ compensation, SIU, AOE/COE, surveillance, investigative operations, training, and complex client relationships.
2016 — 2018
Government Facility Security Operations
Security operations, surveillance, emergency-response training, patrol functions, and risk reduction supporting a large federal facility.
2006 — 2016
Enterprise Security & Client Advisory
Physical security, threat assessment, access control, video systems, complex implementations, and enterprise client support.
CREDENTIALS
Professional standards matter.
Credentials are useful when they reinforce disciplined practice—not when they substitute for it.
FEATURED BOOK · PRE-PUBLICATION
Beyond the Red Flags
From Suspicion to Evidence in Workers’ Compensation Fraud Investigations
Fraud investigations rarely begin with proof. They begin with a discrepancy, a question, or a red flag that deserves closer examination. The challenge is knowing what to do next.
The book connects investigative theory, surveillance, AOE/COE, open-source research, premium fraud, interviews, documentary evidence, reporting, referrals, and professional ethics into a practical evidence-development framework.
“Fraud investigations should never be anti-claimant, anti-employer, or pro-denial. They should be pro-evidence.”Pre-Publication Review Edition · 2026
SPEAKING & TRAINING
Practical conversations for claims and investigative professionals.
Training works best when people can take the framework back to a real file the next morning. Topics are built around investigation planning, evidence development, claims decision support, and practical field application.
Investigation Strategy
Workers’ Compensation Fraud
Premium Fraud
AOE/COE
Surveillance Strategy
AI & Claims Intelligence
CONNECT
Start a professional conversation.
For industry networking, speaking, training, thought leadership, and professional collaboration.