Certifications and Licenses

• Certified Public Accountant
(State of Florida 1974)
• Personal Financial Specialist (designated by the American Institute of CPAs)
• Securities Licenses, Series 6, Series 7, Series 63, Series 65
• Insurance Agent (Florida license)
• CA Insurance License# 0F16625
• Mortgage Broker (Florida license)
• Registered Representative of ISI
• Investment Advisor Representative of ISI

Professional Memberships

• American Institute of Certified Public Accountants
• Personal Financial Planning Section of the AICPA
• Monroe County Chapter of the FICPA (director 1993)
• Monroe County Estate Planning Council (founding member and former president)