Partners and Principals

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Neal Shikes

Managing Partner

ABOUT US

Neal J. Shikes has over thirty years of experience in the Financial Services Industry and an expansive network. His extensive experience and expertise includes:  

. DOL and ERISA Fiduciary Standards Consultant to Retirement Plans

. Breaches of Trust/Fiduciary Duties

. Retirement Plan Forensics 

. Expert Witness Services

. Subject Matter Expertise

. Fintech Consultant (Financial Planning Software, CRM, Reporting)

. Portfolio Construction

. Wealth Management

. Investment Products (including Insurance/Annuity Products)

. Clearing/Back-office Operations

. Business Model Transformation 

Affiliations

. Expert Witness Professional at Expert Witness Consulting Services, LLC and guest blogger on EWCS’s blog

. Contributor in the Expert Witness LinkedIn Group, Legal Leadership and Growth Forum