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, Ernst & Ernst, KPMG and Northern Trust.     

Dual Board Certified by the Florida Bar for 27 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 ® and Certified Public Accountant. 

Leadership Sarasota alumnus. Resides in the City of Anna Maria with his wife Kathy.

Licenses

The Florida Bar (1986-2023)

Certified Public Accountant - FL Dept. of Bus. and Prof. Reg. (1987-2023)

Life Insurance and Annuity - FL Dept. of Financial Services (2013-2023)

Memberships

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  

Certifications

Florida Bar Board Certified in Wills, Trusts & Estates (1996-2023)

 Florida Bar Board Certified in Tax Law (1995-2023)

 Certified Financial Planner (2012-2023)

Chartered Life Underwriter (1992-2023)

Chartered Financial Consultant (1992-2023)

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