B.B.A from the University of Michigan School of Business Administration in Ann Arbor. J.D. from Wayne State University Law School in Detroit. Member of the Florida Bar since 1986. Prior to practicing law, worked with Ernst & Ernst, KPMG and Northern Trust.
Dual Board Certified by the Florida Bar for 25 continuous years -- Wills, Trusts & Estates since 1996 and Tax Law since 1995 One of approximately 35 of the 110,000 members of the Florida Bar who is Board Certified in both Wills, Trusts & Estates and Tax Law. Board-Certified lawyers have met the Florida Bar's highest standards for special knowledge, skills and proficiency in various areas of law, and professionalism and ethics in the practice of law, with re-certification evaluation every 5 years.
Certified Financial Planner ® since 2012 having met the CFP Board's education, experience, examination and ethics requirements. Certified Public Accountant in Florida since 1987.
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. Reg.
Real Estate - FL Dept. of Business and Prof. Reg.
Life and Annuity - FL Dept. of Financial Services
Memberships
Sarasota County Bar Association
Florida Bar Trial Lawyers Section
Florida Bar Business Law 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
Chartered Life Underwriter
Chartered Financial Consultant
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Email: [email protected]
Office: (941) 365-0118
Cell: (941) 323-1539
