Leadership

	President Ross O'Connor, CFP® Morgan Stanley 561-393-2047 Send Message to Member
	President-Elect Edward Smith, III, JD, AEP® Beller Smith PL 561-213-5989 Send Message to Member
	Vice President of Sponsorships David N. Grobstein, CPA BDO 954-681-4339 Send Message to Member
	Vice President of Programs Lindsay A. Rehns, Esq., LLM Bessemer Trust 561-835-8318 Send Message to Member
	Vice President of Technology David A. Lappin, Esq. Lappin Estate Planning (561) 778-8590 Send Message to Member
	Vice President of Membership Philip Herzberg, CFP®, CDFA®, CTFA, AEP® Team Hewins 786-471-1220 Send Message to Member
	Vice President of Events Kari A. Oeltjen Community Foundation for Palm Beach and Martin Counties 561-340-4503 Send Message to Member
	Secretary Timothy Wolf Katz, Baskies & Wolf LLC 561-910-5701 Send Message to Member
	Treasurer Matthew Rahal Walton Rahal CPAs PLLC 561-395-6653 Send Message to Member
	Immediate Past President Mickey Rosenzweig, CLU®, ChFC®, AEP® Stratus Associates 212-818-0505 Send Message to Member
	Director Deborah Frishman, JD, CPA, AEP® CohnReznick 862-245-5046 Send Message to Member
	Director Sara Kelley Northern Trust 561-638-3774 Send Message to Member
	Director Sydney Smith Kocher, Esq., AEP® Kocher Law Firm PLLC (561) 531-0417 Send Message to Member
	Director Haris Moore, CPA Moore CPAs 561-372-2011 Send Message to Member
	Director Helen J. Semus Semus Wealth Partners, LLC 561-465-7550 Send Message to Member
	Director Peter S. Strobis Huth, Pratt & Milhauser (561) 222-1111 Send Message to Member
	Director Jamie Lee Umberger JP Morgan Private Bank 561-376-8212 Send Message to Member
	Director Emeritus John W Clidas, CPA/PFS, CFP®, ChFC®, AEP®, CEPA®, RICP® Send Message to Member
	Director Emeritus Joshua N. Goldglantz, Esq., AEP® Gunster 561-257-1813 Send Message to Member
	Director Emeritus Kristina V. Gregg, CFRE Florida Atlantic University 561-297-2058 Send Message to Member
	Director Emeritus William C. Miller, CLU®, ChFC®, CFP®, AEP® Miller Wealth Advisors 561-613-0130 Send Message to Member
	Director Emeritus Daniel A. Seigel, Esq., AEP® Law Offices of Daniel A. Seigel, P.A. 561-393-6005 Send Message to Member