Email: [email protected]

Office: 941-365-0118

Cell: 941-323-1539

University of Michigan School of Business Administration.  Wayne State University Law School.  Prior to practicing law, worked at Ernst & Ernst, KPMG and Northern Trust.     

Dual Board Certified by the Florida Bar for 28 continuous years, David is one of thirty (30) of the 112,000 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.® Certified Public AccountantLeadership Sarasota alumnus. 

Resides in Anna Maria, Florida with his wife, Kathy, a city of Anna Maria commissioner.


The Florida Bar (1986-2024)

Certified Public Accountant - FL Dept. of Bus. and Prof. Reg. (1987-2024)

Insurance - FL Dept. of Financial Services (2013-2024)


Sarasota County Bar Association 

United States Tax Court

Florida Bar Sections -- City, County & Government Law; Trial Lawyers; 

Business Law; Real Property, Probate and Trust Law; Tax Law. 


Florida Bar Board Certified in Wills, Trusts & Estates (1996-2024)

 Florida Bar Board Certified in Tax Law (1995-2024)

 Certified Financial Planner (2012-2024)

Chartered Life Underwriter (1992-2024)

Chartered Financial Consultant (1992-2024)


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Our Office

  • Sarasota Office


    2201 Ringling Boulevard,
    Suite 104,
    Sarasota, Florida 34237