Education:

2025: University of Miami School of Law / Heckerling Institute, LL.M. in Estate Planning
2024: Stetson University College of Law, Juris Doctor with Business Law concentration
2007: University of Pennsylvania, The Wharton School, Executive Education Certificate (one-
week intensive executive study program): Investment Strategies and Portfolio Management
1990: Florida Southern College, Bachelor of Science, Business / Accounting
1984: Florida Southern College, Bachelor of Arts, Communications (Journalism, Advertising, and Public Relations)

Certifications and Licenses:

FL Bar License # 1059462 (Oct, 2024 – present)
Series 65 Securities License, NASAA, Independent Adviser – CRD # 2985259 (1998 – present)
FL Certified Public Accountant License # AC0024728 (1992 – present)
FL 2-15 Individual Insurance License # P010524 (2005 – 2017)
FL Insurance Agency License (Ashley Financial Services P.A.) # L057006 (2008 – 2017)

Personal Passions:

Exploring museums and art galleries; hiking, boating, capturing nature’s splendor in photos

Personal Mantras: