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.  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 more than 25 continuous years. One of only 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.

David is a Certified Financial Planner ® having met the CFP Board's education, experience, examination and ethics requirements, and is also a Certified Public Accountant. 

A Leadership Sarasota alumnus, David resides in Anna Maria, Florida with his wife Kathy.

Licenses

The Florida Bar (525499)

Certified Public Accountant - FL Dept. of Bus. and Prof. Reg. (18735)

Life Insurance and Annuity - FL Dept. of Financial Services (0215)

IRS PTIN P1599147

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 (1996)

 Florida Bar Board Certified - Tax Law (1995)

 Certified Financial Planner (2012)

Chartered Life Underwriter (1992)

Chartered Financial Consultant (1992)