Practitioner Memberships
American Institute of Certified Public Accountants
American Society of Appraisers
Equipment Appraisers Association of North America
Certified Appraisers Guild of America
Certified Public Accountant
Certified Public Accountant
CPA – Certified Public Accountant, State of Tennessee, 2020; Licensed with the Tennessee Board of Accountancy.
CPA - Certified Public Accountant, Commonwealth of Kentucky, 2017; Practitioner licensed with the Kentucky Board of Accountancy.
Licensed with the Florida State Board of Accountancy (2001), license number AC 33727.
Licensed Real Estate Broker
Certified Public Accountant
Licensed Principal Broker with the Kentucky Real Estate Commission
Licensed Broker with the Florida Real Estate Commission (2014), license number SL3288423.
Licensed Managing Broker with the Indiana Real Estate Commission
Valuation and Forensic Accounting Credentials
Valuation and Forensic Accounting Credentials
Valuation and Forensic Accounting Credentials
- Accredited in Business Valuation by the AICPA.
- Accredited Senior Appraiser by the American Society of Appraisers.
- Certified in Financial Forensics by the AICPA.
- Former member of AICPA's National ABV Exam Writing Team.
- Certified Personal Property Appraisers with the Certified Appraisers Guild of America.
Practitioner Licenses and Other Qualifications:
Licensed CPA in Four States:
CPA - Certified Public Accountant, State of Florida, 2001;
CPA - Certified Public Accountant, Commonwealth of Kentucky, 2017;
CPA - Certified Public Accountant, State of Tennessee, 2020;
CPA – Certified Public Accountant, State of Indiana, 2015; Licensed with the Indiana Board of Accountancy
Licensed Principal Broker with the Kentucky Real Estate Commission
Licensed with the Indiana Real Estate Appraiser License and Certification Board
Licensed Broker with the Indiana Real Estate Commission
COURSEWORK COMPLETED THROUGH THE WORLD INTELLECTUAL PROPERTY ORGANIZATION:
General Course in Intellectual Property
Specialization Course on the Essentials of Patents
Executive Course on Intellectual Property and Exports
COURSEWORK COMPLETED THROUGH THE KOREAN INTELLECTUAL PROPERTY ORGANIZATION:
Essentials of Business Management of Intellectual Property (IP Panorama)
Licensed with the Florida State Board of Accountancy (2001), license number AC 33727;
Licensed with the Florida Real Estate Commission (2014), license number SL3288423;
CPA Fifth Year, University of South Florida (1999);
MBA in Finance, Crummer Graduate School of Business, Rollins College (1989);
Bachelor of Arts, Franklin College of Indiana, English and French (1987);
Member of AICPA's National ABV Exam Writing Team since 2011;
Author of Continuing Professional Education Courses for National Association of Certified Valuation Analysts;
Member of the Maryville Noon Rotary Club
Volunteer advisory board member of the Small Business Development Center of the University of Central Florida 2010--2015;
2014-2016 President of the Central Florida Chapter of the American Society of Appraisers;
and Board member of Orange Audubon Society (2011 to 2015).
certified public accountant