DPJ


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

*****

Email: [email protected]

Office: (941) 365-0118

Cell: (941) 323-1539





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Our Office

  • Sarasota Office

    Address

    2201 Ringling Boulevard
    Suite 104
    Sarasota, Florida 34237

    Phone

    941-323-1539