Business consultants
Directors & Officers Liability Consultants: 12
Financial Consultant Norman Katz
Norman Katz
Managing Partner
13681 Newport Ave.
Ste. 8-387
Tustin CA
92780
USA
phone: 949-263-8700
fax: 949-263-0770

Wealth Management Financial Services Consultant Bob Lawson
Bob Lawson, FINRA Expert Witness
FINRA Expert Witness
3800 American Boulevard West
Suite 1500
Bloomington MN
55431-4460
USA
phone: 800-741-0704
fax: 952 217 5639

Commercial Banking Consultant Brian Kelley
Brian H. Kelley
23872 Marmara Bay
Dana Point CA
92629
USA
phone: 213-944-8888

Nonprofit Law Attorney and Consultant Jess Birken
Jessica Birken
Attorney & Owner
1400 Van Buren St. NE
Suite 200
Minneapolis Minnesota
55413
USA
phone: 612-200-3679
Financial Planning Consultant Marguerita Cheng
Marguerita Cheng, CFP®, CRPC®, RICP®
Chief Executive Office
9841 Washingtonian Blvd. #200
Gaithersburg MD
20878
USA
phone: 301-502-5306

Liability Insurance Consultant Jane Downey
Jane Marie Downey, M.Ed, ARM
240 Dechert Dr.
King of Prussia PA
19405
USA
phone: 610-825-3705 (Office) or 610-275-9430 (Cell)

Insurance Consultant Wayne Citron
Wayne Citron
Insurance Consultant
6 Carter Dr.
Marlboro NJ
07746
USA
phone: 800-248-7661 or 732-972-9500

Banking and Finance Consultant David Gibbons
David D. Gibbons
President
18600 Walden Drive
Yorkville WI
53126
USA
phone: 847-707-4279

Health Care Service Consultant David Friedler
David Friedler, LMHC, MPH
Owner
65 Wachusett Street
Unit 2
Jamaica Plain MA
02130
USA
phone: 617-515-4418
fax: 617-344-0444
Professional Liability Insurance Consultant Frederick Fisher
Frederick J. Fisher
Professional Liability Consultant
214 Main Street
Ste 181
El Segundo CA
90245
USA
phone: (310) 426-2105
fax: 310-356-3355

Receiver Financial Distress Consultant Theodore Phelps
Theodore G. Phelps, CPA, CFE, CVA
6220 E. Mandalay Lane
Spokane WA
99217
USA
phone: (800) 453-9415

Commercial Lending Consultant Jay Hibert
Jay Hibert
Principal Expert
2600 La Costa Ave
Carlsbad CA
92009
USA
phone: 760-518-2310

Featured resources
by John C. Fetzer, PhD
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