Professional Designations:
Certified Public Accountant* (CPA*)
Certified Divorce Financial AnalystSM
(CDFASM)
inactive status
Notary
Public, State of Florida
Certified Valuation Analyst (CVA) inactive status
*Regulated by the State of
Florida
Professional
Affiliations:
Estate Planning Council of Naples November 2007 to present
American Institute of Certified Public Accountants, 1998 to present
Florida
Institute of Certified Public Accountants, 1997 to present
Member
of the FICPA Financial Planning Services Section, 2007 to present
Member
of the Association of Family Law Professionals, Inc., 2000 to present (Fort
Myers, Florida)
Member
of Divorce Support Services of Collier County, Inc. 2001 to present (Naples,
Florida)
Member
of The Institute for Certified Divorce Planners, 2001 to present
Member
of the FICPA Valuation and Litigation Services Section, 2001 to 2005
Member
of the National Litigation Support Services Association, 2000 to 2005
Member
of the Financial Consulting Group, L.C., 2000 to 2005 (national)
Associate Member of the Association of Certified Fraud Examiners, 2000 to
2005
Member
of the National Association of Certified Valuation Analysts, 2002 to 2005
Other Organizations:
San
Carlos Park Scorpion Soccer Club, Board Member, 2001 to Present
San
Carlos Park Scorpion Soccer Club, Coach, 2001 to present
Seminars, Conferences, and Courses:
FICPA
Valuation, Forensic Accounting & Litigation Services Conference January
10-11, 2008
FICPA Estate & Financial
Planning Conference November 29-30, 2007
FICPA - Forensic Accounting:
Fraudulent Reporting and Concealed Assets - November 15, 2007
AICPA Develop Your Successful
Eldercare Practice: InfoCast/Webinar November 13, 2007
FICPA - Florida Gulf Coast
University Accounting & Tax Conference - November 1-2, 2007
National Business Institute, Estate Administration Procedures: Why
Each Step Is Important June 2006
American Academy of Matrimonial Lawyers, 25th Annual Symposium,
Tampa May 6-7, 2005
FICPAValuation and Litigation Services Conference,
Fort Lauderdale, FLJanuary 13-14, 2005
CFP
Certification Review Course-October 26-29, 2004
CFP Certification Examination
Case Analysis-October 8-9, 2004
CFP Retirement Planning
Florida State University correspondence course Fall 2004
AFLP Conference Continuing
Toward the Light of Cooperation: Resources to Assist Family Law
Professionals, Estero, FL June 25, 2004
CFP Income Tax Planning
Florida State University correspondence course Summer 2004
FICPA Case Studies in BV &
Commercial Economic Damages, Ft. Lauderdale, FL May 21, 2004
AICPA National Conference on
Divorce, Las Vegas, NV May 12-14, 2004
American Academy of Matrimonial
Lawyers, 25th Annual Symposium, Tampa May 7-8, 2004
FCG
University Program, Atlanta, GA April 26-27, 2004
CFP
Insurance Planning and Risk Mgt Florida State University correspondence
course Spring 2004
FICPA Valuation and Litigation Services Conference,
Fort Lauderdale, FL January 16, 2004
AICPA
National Conference on Advanced Litigation Services and National Conference
on Fraud Miami, Florida September 30 October 3, 2003
CFP
Estate Planning Ft. Myers, Florida Spring 2003
FICPA
Litigation and Valuation Services Conference Ft. Lauderdale, Florida
January 10, 2003
NACVA
Fifth Annual Meeting Ft. Lauderdale, Florida January 9, 2003
NACVA
Business Valuation Training Centers Tampa, Florida December 2-6, 2002
AICPA
National Conference on Advanced Litigation Services and National Conference
on Fraud Las Vegas, Nevada October 31- November 1, 2002
CFP
Principles of Financial Planning Ft. Myers, Florida Fall 2002
CFP
Investment Planning Bonita Springs, Florida Summer 2002
AICPA/AAML National Conference on Divorce Las Vegas, Nevada May 15-17,
2002
AFLP -
Still Moving Toward Cooperation Seminar - Fort Myers, Florida April 26,
2002
AICPA
National Conference on Fraud and Advanced Litigation Services - Dallas,
Texas -October 24-27, 2001
NLSSA
Annual Conference - Dallas, Texas - October 23, 2001
The
Institute of Certified Divorce Planners - Annual Conference - Chicago,
Illinois. August 10-11, 2001
Financial Consulting Group University - Advanced Litigation Services -
Atlanta, Georgia - April 26-27, 2001
AFLP -
Moving Toward Cooperation Seminar - Fort Myers, Florida - December 1, 2000
Continuing professional
education in excess of forty hours per year for the years 1998 through the
present date. This education has been in the areas of auditing and
accounting, forensic accounting, estate planning, tax accounting, divorce,
business valuation, and income tax return preparation.
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