Denise is the managing partner at Stewart, Hurst, French & Dodson (SHFD) Forensics and has 28 years of professional financial experience.

She is an IRS Enrolled Agent (EA), a Master Analyst in Financial Forensics (MAFF), a Certified Valuation Analyst (CVA), a Certified Divorce Financial Analyst (CDFA), and holds the Chartered Retirement Planning Counselor (CRPC) designation. She is an Investment Advisor Representative and a Collaborative Law Financial Expert.

Denise has provided financial expertise on hundreds of cases throughout Montgomery County, Harris County, Fort Bend County, Galveston County, Hays County, McLennan County and Travis County. She has testified in Harris, Montgomery, Fort Bend and McLennan Counties. She provides characterization and separate property tracing services, business valuation expertise and general financial expert services for family law attorneys.

Scott is a Managing Director at iCapital. His team at iCapital is responsible for creating the annuity industry’s first one-stop platform for every aspect of an advisor’s annuity business. During his 40 years in the annuity business, Scott has held sales and operational roles on both the manufacturing and distribution side of the annuity business. Before joining iCapital, Scott served as the President of Raymond James Insurance Group for 15 years. In that capacity, he was responsible for insurance and annuity sales, marketing, operations, and due diligence for more than 9,000 Raymond James financial advisors. Previous to joining the distribution side of the business, Scott spent almost 20 years running annuity service and operations at Jackson National Life, AIG/SunAmerica, and North American Security Life.

A frequent speaker and panelist on any topic related to annuities, Scott has served on the Executive Committee of Insured Retirement Institute, been a board member of LIMRA’s Secured Retirement Institute, and served as a Trustee for the American College of Financial Services. He is the author of “Unlocking the Annuity Mystery: Practical Advice for Every Advisor” and “Rest-Easy Retirement,” a consumer guide on annuities. He received both his MBA and BSBA in Finance from Washington University in St. Louis.