Experience: 30 Years
Location: 2520 N Tamiami Trail, Nokomis, FL 34275
Personal Experience and Background Story of Your Financial Advisor
Igrew up in suburban Cleveland, Ohio. On a visit to Lido Beach in my mid-teens, I established my life goals of working hard in college and to pursue a professional career in Sarasota.
Along that journey, I started college at The University of Hawaii, worked as a tax attorney at the Internal Revenue Service while living in Malibu Canyon, became a practicing tax Certified Public Accountant
and tax attorney licensed in Florida, obtained a second law degree in taxation at The University of Florida in Gainesville, and worked as in-house General Counsel at the two largest children’s hospital charities in the United States. In 1991, I launched my private legal career at the largest law firm in Sarasota. Since 1991, I have hosted my parents, and now my Mom, during the winter season, and now help Mom to live a healthy and happy life every day.
We bring each client a combination of deep industry knowledge and expert perspectives from other industries on the challenge at stake, to offer our clients fresh perspectives and breakthrough business insights.