Email: [email protected]

(941) 365-0118

Undergraduate degree with distinction from the University of Michigan School of Business Administration.  Law degree from Wayne State University.  Certified Public Accountant in Michigan in 1980; Florida CPA since 1987.  Admitted to the Michigan Bar in 1984; member of The Florida Bar since 1986.  Prior to practicing law for 30 years, worked for Ernst & Ernst, KPMG and Northern Trust.     

        Florida Bar Board Certified for 25 years -- Board Certified in Wills, Trusts & Estates since 1996 and Board Certified in Tax Law since 1995  One of 34 of the 108,000 members of The Florida Bar who is Board Certified in both Wills, Trusts & Estates and Tax Law. Certification is the highest level of evaluation by The Florida Bar of competency, experience, professionalism and ethics, with re-certification evaluation every 5 years.

Certified Financial Planner ® meeting the CFP Board required education, experience, examination, and ethics in providing financial planning that adheres to a fiduciary standard.

Leadership Sarasota alumnus. Resides in Anna Maria, Florida with his wife Kathy.

Licenses

The Florida Bar
Certified Public Accountant – FL Dept. of Bus. and Prof. Regulation
        Life including Variable Annuity – FL Dept. of Financial Services

Memberships

Sarasota County Bar Association
Florida Bar Trial Lawyers Section
Florida Bar Real Property, Probate and Trust Law Section
Florida Bar Tax Law Section
United States Tax Court

 Certifications

Florida Bar Board Certified – Wills, Trusts & Estates
Florida Bar Board Certified – Tax Law
Certified Financial Planner (CFP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)