2023 Form 6 · annual filing (Commission on Ethics) · received 2024-06-19 · 4 pages (text)
Net worth$1,440,000
Income listed$104,826
Real estate$900,0002 properties
Debts listed$0
Worth a look1
Net worth over time
Where listed income comes from
Investments & retirement 60% $63,101 · Florida Retirement System
Government & public payroll 40% $41,725 · School District of Okaloosa County
Worth a look 1
Worth a lookUnusual reporting
Net worth rose from $541,000 (2022) to $1,440,000 (2023) — 2.7×
This 2023 filing reports $1,440,000; the same person's 2022 filing reported $541,000, a change of $899,000 in 1 year. Listed income for 2023 was $104,826. Inheritances, home values and markets can move net worth a lot, so compare what's listed in each year to see where the change shows up.
What to check
Compare the assets listed in each filing: which items are new or much larger?
“Report your net worth as of”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
Context 7
ContextUnusual reporting
Lists Personal Vehicle, Personal household items (aggregate) separately from the $30,000 household-goods total
Personal vehicles, jewelry, art and furnishings can be reported in the household-goods lump sum or itemized. Net worth doesn't appear to count them twice.
What to check
No action needed unless the lump sum also includes these items.
Rule: Household items listed twice
“Describe, and state the value of, each asset you had on the reporting date you selected for your net worth, if the asset was worth more than $1,000 and if you have not already included that asset in the aggregate value of your household goods and personal effects.”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
Lists 1 investment account ($485,000) instead of what's in them
The instructions say the investments held in a brokerage account or IRA are the assets to report — not the account itself. As listed, the public can't see what the filer is invested in.
What to check
Which companies or funds are in these accounts? Holdings matter for conflicts of interest.
Rule: Accounts listed instead of investments
“Note that the product contained in a brokerage account, IRA, or the Florida College Investment Plan, is your asset”2023 Form 6 instructions, Assets ✓ quoted from the saved instructions · how this rule works
ContextUnusual reporting
“Bank Accounts” ($20,000) doesn't name the institution
Intangible assets should name the entity they relate to.
What to check
Which bank, company or fund is this?
Rule: Asset without a named institution
“Do not list simply "stocks and bonds" or "bank accounts."”2023 Form 6 instructions, Assets (quote not found in this year's instructions) · how this rule works
ContextUnusual reporting
All 6 asset values are round numbers
Every listed asset is valued in round thousands, which suggests estimates rather than statements or appraisals. That's allowed, but it makes the totals less precise.
What to check
Are bank or brokerage balances (which are exact) rounded too?
Net worth $1,440,000; listed items add up to $1,470,000
Reported net worth: $1,440,000. Household goods + listed assets − listed liabilities = $1,470,000. They roughly agree.
What to check
No action needed unless other items look off.
Rule: Net worth vs. listed items
“Simply subtracting your liabilities from your assets will not result in an accurate net worth figure in most cases.”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
ContextIncome & business ties
60% of listed income ($63,101) comes from Florida Retirement System
Listed income totals $104,826 from 2 sources. The largest is classed as investments & retirement.
What to check
Who is this source, and does it have business before the office sought?
If the filer owns it, check the business section and secondary income.
Rule: Where the money comes from
“List the name of each source of income that provided you with more than $1,000 of income during”2023 Form 6 instructions, Income ✓ quoted from the saved instructions · how this rule works
ContextWealth & holdings
Reports a net worth of $1,440,000 — a millionaire on paper
Net worth is the filer's own figure. Being wealthy isn't a problem; it's context for comparing candidates and for reading the rest of the form.
What to check
Compare with the other candidates in the race.
Check that the large assets below are described and valued clearly.
Rule: Net worth tier
“Report your net worth as of”2023 Form 6 instructions, Net Worth ✓ quoted from the saved instructions · how this rule works
Where to look next
Some of what this filing reports stands out. These links open official public records, built from what the filer disclosed. They're searches you run yourself — results may include other people or companies with similar names.
From the Division of Elections campaign finance database, retrieved 2026-10-10. Loans and interest aren't counted as raised. Search the records by candidate name · How this is counted
Net worth
Net worth
As of
Household goods (lump sum)
Assets over $1,000 $1,440,000 listed
Description
Value
Liabilities over $1,000 $0 listed
Reported as “N/A”.
Joint and several liabilities not reported above
Income $104,826 listed
Elected to attach federal tax return instead:
Primary sources
Source
Address
Amount
Secondary sources (major customers of businesses owned)