Art is the President and Founding Member of Investment Advisory Professionals, LLC (IAP).  He began offering Investment Advisory services to the clients of his established CPA practice in the mid-1990s and formed IAP in 1998.  As President of the firm, Art's duties include portfolio management, design of the firm's asset allocation strategies, and one-on-one communication with clients.


Areas of Experience


  • Investment advisory services

  • Income Tax Planning and compliance

  • Retirement Plan design and administration

  • Estate Tax Planning and compliance

  • Financial Planning, including design and implementation


Professional and Community Involvement


  • Member, American Institute of Certified Public Accountants

  • Member, Personal Financial Planning Division, AICPA

  • Member, Florida Institute of Certified Public Accountants

  • Member, Financial Planning Association

  • Past President, Atlantic Chapter, FICPA

  • Member, Greater Boca Raton Estate Planning Council




  • BS Accounting, Florida Atlantic University, 1976

  • MBA, Florida Atlantic University, 1977




  • Resident of Boca Raton, Florida since 1978

  • Married to Andree; daughters Stephanie, Sara

  • Hobbies-golf, fitness


For more information regarding our professional designations click here.