The office may also be contacted any time via email at:
Undergraduate from the University of Michigan School of Business Administration. Law degree from Wayne State University. 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 for 30 years, worked for Ernst & Ernst, KPMG and Northern Trust.
Dual Board Certified for 22 years — Florida Bar Board Certified in Wills, Trusts & Estates since 1996 and Florida Bar Board Certified in Tax Law since 1995 One of only 35 of the 100,000 members of The Florida Bar who is Board Certified in both Wills, Trusts & Estates and Tax Law. Board 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 ® — with the competency, ethics and fiduciary standards required of CFP professionals.
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. Regulation
Real Estate – FL Dept. of Bus. and Prof. Regulation
Life Insurance and Annuity – FL Dept. of Financial Services
Memberships
Sarasota County Bar Association
Florida Bar Trial Lawyers 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 (CFP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
