MWL ADVISORY offers a scalable team of experienced, credentialed and highly-motivated professional staff.
A brief biography of each of MWL ADVISORY'S Professionals is provided below, including a link to their summary resumes. In addition to the people listed below, we are able to assemble added resources, as needed, from other professionals with whom we have worked or associated in the past, allowing us to scale our efforts commensurate with the needs of our clients.
Ron first testified in 1986 in a commercial matter relating to about $50,000 of alleged lost profits of a print shop idled due to a fire in adjacent premises. The scope of damages in the matters that he has been involved with has increased substantially over the years, with Ron testifying to the largest jury award in the history of the State of Washington in 2012, an award on behalf of King County in excess of $150,000,000. Ron is very proud that the vast majority of client matters in which he is engaged are often able to effect resolution through mediation or negotiation long before he is asked to testify. Over the last 28 years, he has testified an average of only 2 – 3 times per year. Ron graduated from the University of Washington in 1979 and is licensed as a Certified Public Accountant in the State of Washington.
Bob has been providing financial and expert services for more than 26 years. He has been involved in projects of national, regional, and local visibility. He has conducted numerous investigations of alleged financial and accounting irregularities, fraud, and criminality, as well as been involved in hundreds of economic damages claims. Prior to becoming a consultant in this area, he was employed as a Controller of a local banking institution and a real estate development and management firm. He graduated with honors from Seattle University in 1983. Bob has testified in state and federal courts and in private arbitration matters on the topics of lost profits and other types of commercial damages, corporate alter-ego, and accounting issues. Bob is licensed as a Certified Public Accountant in the State of Washington.
Jeff has been working in financial damages analysis since 1999, with most of his experience related to project audits of construction costs and the analysis of construction claims. He has analyzed a wide variety of construction claims, including claims for lost labor productivity, delay and disruption and extended site and home office overhead. Much of his work has involved advising clients as they progress through settlement negotiations. Jeff has provided expert testimony related to his construction audit work and analysis of construction claims in both Washington and Idaho, and he has participated in a number of mediations. Jeff graduated from the University of Washington in 1999 with a degree in business administration. He is also a Certified Management Accountant.
Brett J. Swanson is MWL Advisory's Director of Contract Audit, having earned the distinction of Certified Management Accountant through experience, study and passing a rigorous testing process. He graduated from the University of Washington with a degree in Business Administration (with a Finance concentration), and has been working as a financial services professional for more than 12 years. Brett also worked at Microsoft for one year in the role of a Senior Financial Analyst, supporting the Entertainment and Devices Division with forecasting, budgeting, and monitoring costs on an on-going basis. He has worked with Ron, Bob, and Jeff for all 12+ years while working as a financial services professional. He has performed countless contract cost audits, and in recent years has served as the field lead on two high-dollar Cost Reimbursable contracts with values well into the nine figures. He has also participated on several performance audits.
Jon Maus is a Senior Consultant with our firm. Jon has earned a Bachelor of Science degree and the distinction of Certified Construction Auditor, and worked with our team for several years in a support capacity before joining our professional staff. Jon has experience in analyzing cost and factual data on matters involving construction claims as well as general commercial damages. His areas of emphasis involve the supervision of audits of construction contract billings and cost accumulations, and performs analyses of claims in construction and commercial matters of dispute.
Carolyn Sullivan is a Managing Consultant who has worked with us over many years, first working with Ron Maus and Bob Wagner in the 1980s at Arthur Andersen & Co., and later in investigations involving alleged financial and accounting irregularities. Carolyn graduated from Gonzaga University with a Bachelor of Science degree in Accounting in 1985. She has experience as a financial statement auditor with respect to public sector utilities, and private entities in the real estate, financial services, and hospitality industries. She has professional experience as a company controller, and as a consultant conversant in the evaluation of economic damages both within and outside of the construction industry. Carolyn is licensed as a Certified Public Accountant in the State of Washington.
Jessica joined MWL Advisory in 2021 after making the transition from Morgan Stanley, a financial services firm, where she served as a Client Service Associate in the Wealth Management division. She graduated from the University of Washington with a double major in Politics, Philosophy, and Economics with concentration in economics, and Communications. She comes from a background more than five years in financial analysis.