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Robert "Bert" Savage is a New Jersey native who has been living in Florida since college. He earned his law degree and master of business administration from the University of Florida and has been a member of the Florida Bar since January 1994. Mr. Savage has significant experience in all manner of investor stock and investment losses. He is licensed to practice in all Florida state courts and the Federal District Courts for the Middle District and the Southern District of Florida Since graduating from the University of Florida with his undergraduate, master of business administration and law degrees, Mr....

Bryan T. Forman is a licensed Texas attorney with offices in Austin, Texas and Tyler, Texas. He has been engaged in the private practice of law since 1987, and has spent the majority of his career in the brokerage industry, serving as Chief Executive Officer and General Counsel for brokerage firms which he founded. Concurrently, he gained experience in the private equity field, founding a private equity hedge fund whose strategy was private equity investments into public companies. His legal practice is focused on representing public investors and market participants in the securities industry. Mr. Forman received his Juris Doctor...

Catherine D. Holmes is an accomplished Business and Securities Law attorney, concentrating on Finance and Investment Law matters. With clients all over the world, she advises on raising, investing and managing capital from both U.S. and non-U.S. investors.

Cathy has practiced law for over 40 years. With a wealth of knowledge and skill, she is dedicated to providing exceptional legal representation. Cathy has been recognized for her extensive experience and success, having been named a Southern California Super Lawyer for 10 years. In addition, Cathy was honored by EB5 Investors Magazine as among the Top 15 Corporate Attorneys in 2017 and...

Page Allinson’s practice focuses on general and complex commercial litigation and business law, structured finance and distressed investments, and trust and estates litigation as well as conservatorship matters (both contested and uncontested). Mr. Allinson joined Perry Johnson Anderson Miller & Moskowitz LLP in September 2017 as part of its structured finance & distressed investments practice group. Through his practice, Mr. Allinson represents clients in the financial services industry in both Sonoma County and around the country as well as businesses and start-ups. Mr. Allinson also represents individuals and families in probate matters including conservatorships and trusts and estate disputes. After graduating cum...

J. Steven Parker has extensive experience in the areas of investment adviser and broker dealer regulation, as well as securities litigation and arbitration. As a partner in the firm’s Regulatory Practice Group, representing individuals, broker-dealers, and investment advisers in regulatory and enforcement matters. Additionally, he represents broker-dealers, registered representative and others in securities litigation and arbitration matters.
Mr. Parker advises existing and start-up investment advisers, including advisers required to be registered with the Securities and Exchange Commission or with one or more state regulatory agencies. The landscape of regulation in this area of law is constantly shifting, requiring in most instances...

Mrs. Klusmeyer specializes in providing legal advice and compliance support to registered investment adviser clients. During her time at Parker MacIntyre since 2016 she has provided compliance guidance to investment adviser and broker-dealer clients, assisted with various regulatory filings, drafted compliance policies and procedures, drafted agreements, helped prepare responses to SEC and state examinations, and represented clients in FINRA arbitration.

Mrs. Klusmeyer maintains familiarity and competence regarding recent developments in securities rules, the Financial Industry Regulatory Authority, and regulations from federal and state regulators, including the Securities and Exchange Commission and the Department of Labor. She has helped clients implement...