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.
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
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
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