Wise Guys

Bio: Atticus Frank is a vice president with Mercer Capital. Atticus has valuation experience across a broad range of engagements, including for estate and gift planning and compliance, transaction advisory services, and litigation support.

As a member of Mercer Capital’s Family Business Advisory Services Group, Atticus provides financial education, valuation, and other strategic financial consulting to multi-generation family businesses. Atticus is a regular contributor to Mercer Capital’s blog, Family Business Director.

Atticus spent time at D-R Media and Investments, a diversified media company based in Venice, Florida. Atticus served in the role of CFO and led a start-up concert promotion business and division of D-R Media.

Atticus is a member of the CFA Society of Tampa Bay, the Venice and Sarasota Chambers of Commerce, the Venice and Southwest Florida Estate Planning Councils, ACG Tampa Bay, and the Financial Consulting Group. He’s also a member of Venice Sertoma. Atticus and his family attend Grace Community Bible Church.

Atticus resides in Venice with his wife, Rachel, and three children, Nora (4), Lucy (2), John (1), and two dogs.

Bio: Will is a Partner and shareholder at Berlin Patten Ebling, PLLC. He is a transactional attorney with a unique combination of experience in handling litigation matters, which has proven to serve his clients well. Will focuses his practice in the areas of complex commercial and residential real estate transactions, including, Developer representation, Landlord representation, Lender representation and Purchaser/Seller representation in connection with residential transactions, commercial transactions, and business asset acquisitions.

Will has handled complex transactions throughout the state of Florida and his transactional experience specifically includes transactions involving shopping centers, industrial/office parks, manufacturing facilities, restaurant chains, convenience stores, gas stations, retail chains, corporate transactions, large and small residential projects, and raw land for development. Accessibility and responsiveness to his Clients have proven to be the cornerstones of Will’s practice.

Will was born and raised in Sarasota, Florida. He attended undergraduate at the University of Central Florida, where he attained his Bachelor of Science degree cum laude and served as the Chief Justice of the Student Body. He attended law school at the Florida State University College of Law. Will lives on Siesta Key with his wife Sloane and his son Maverick. When not working, Will loves going fast on the water, hacking it up on the golf course and spending time with his family.

Topic: “Balance, Brain & Business - Why Wise Guys Should Focus on the ‘3 B’s’ to Drive Longevity and Financial Success”

Bio: Dr. Dan was born and raised in LA. He received his undergrad degree from Occidental College, a PhD in the neurosciences from UCLA, his MD and residency from the University of Pennsylvania, and has lived in SW Florida since 1997.  He and his wife Dr. Rhonda Deems, are two of the co-founders of FYZICAL Therapy & Balance Centers, now with more than 450 locations nationwide - listed by Inc5000 as one of the fastest growing companies in the US. He’s speaking on the relationship between your balance, your brain, and your business.