Members

Board Members

  • Michael L. Kohner, CPA, AEP, CFP, CAP
    President
    Andersen Tax LLC
  • Richard M. Flah, CAP
    Vice President
    Flah & Company
  • Lori B. Myers, J.D., CAP
    Treasurer
    BDO USA, LLP
  • Evan C. Deoul, CAP
    Director
    Bernstein
  • Daniel A. Hanley, J.D., CAP
    Director
    Gunster
  • Robert E. Silvani, CAP
    Director
    iFunds Distribution

Members

Julie Bedard, CPA, CFP®, CAP®

Constellation Management

 

David E. Bowers, J.D., LL.M., CAP®

Jones, Foster, Johnston & Stubbs, P.A.

 

Keith B. Braun, J.D., AEP®, CAP®

Comiter, Singer, Baseman & Braun, LLP

 

Danielle Blangy Cameron, CAP®

Community Foundation for Palm Beach

and Martin Counties

 

Wayne L. Carson, Jr., CAP®

BNY Mellon Wealth Management

 

John C. Castronuovo, CFP®, CAP®

UBS Private Wealth Management

 

Margaret May Damen, CFP®, CLU®, ChFC®, CAP®

The Institute for Women and Wealth

 

Philip M. DiComo, Esq., CAP®

Haile Shaw & Pfafenberger, P.A.

 

David A. Gart, Esq., CAP®

Shutts & Bowen LLP

 

Dermot Healey, Sr., CLU®, ChFC®, AEP®, CASL, CAP®

Healey & Associates

 

Karen Hilo, CAP®

KFH Consulting

 

Suzanne Holmes, CFP®, CAP®

PNC Wealth Management

 

Brian D. Kennedy, J.D., LL.M., CAP®

Jones, Foster, Johnston & Stubbs

 

Laura Leslie-Schuemann, J.D., CPA, CAP®

Gunster

 

Bob Lewis, CAP®

Capital Group Private Client Services

 

Richard K. Newman, CPA/PFS, AEP®, CAP®

Life Audit Professionals, LLC

 

Adi Rappoport, Esq., CAP®

Gunster

 

Jennifer Ridgely, CAP®

Daszkal Bolton, LLP

 

Andrew Shamp, J.D., LL.M., CAP®

Life Audit Professionals, LLC

 

Robert Silvani, CAP®

Morgan Stanley

 

Donna M. Sotillo, CPA, CAP®

Sotillo & Company, CPA, P.A.

 

Stephen M. Zaloom, J.D., LL.M., CAP®

Zaloom Law Firm PLLC

 

 

Founding Sponsors

Andersen Tax

PNC Wealth Management

Gunster Law

Comiter Singer Baseman and Braun

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