Business Administration degree from the University of Michigan in Ann Arbor.  Law degree from Wayne State University in Detroit.  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, worked with Ernst & Ernst, KPMG and Northern Trust.     

Florida Bar Board Certified for 25 years -- Wills, Trusts & Estates since 1996 and Tax Law since 1995  One of only 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's education, experience, examination and ethics.

Practicing law at the same Sarasota location for 28 years.

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

*****

Email: [email protected]

Office: (941) 365-0118

Cell: (941) 323-1539




Contact Us

Please fill out the form below and our attorney will contact you.

!
!
!

Our Office

  • Sarasota Office

    Address

    2201 Ringling Boulevard
    Suite 104
    Sarasota, Florida 34237

    Phone

    941-323-1539