Email: [email protected]
Office: 941-365-0118
Cell: 941-323-1539
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. Prior to practicing law, employed by Ernst & Ernst, KPMG and Northern Trust.
Dual Board Certified by the Florida Bar for 26 continuous years. One of thirty-two (32) 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 ® 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)
