• Board-Certified Specialist, Estate Planning, Trust and Probate Law • 22 years' Estate Planning, Trust and Probate law experience • Founding Member and frequent speaker, WealthCounsel, LLC • Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning • Fellow, The Laureate Circle • Member, Professional Advisory Committee, The Columbus Foundation • Member, ePlanners Educational Alliance • Board Member, Christian Legal Society of Central Ohio • Accredited Attorney – U. S. Veterans Administration • Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council • Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com • Rated “10.0 - Superb” by AVVO.Com • Co-author, "For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning" (2010)
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