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.     

Florida Bar Board Certified for 25 continuous years -- Wills, Trusts & Estates since 1996 and Tax Law since 1995  One of only 34 of the 109,000 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 ® with the CFP Board's education, experience, examination and ethics. Certified Public Accountant in Florida since 1987. 

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