Leadership

	GREATER BOCA RATON ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Joshua N. Goldglantz, Esq. Gunster 561-257-1813 Send Message to Member
	President Elect Daniel A. Seigel, Esq Law Offices of Daniel A. Seigel, P.A. 561-393-6005 Send Message to Member
	Vice President Jamie Lee Umberger JP Morgan Private Bank 561-376-8212 Send Message to Member
	1st Vice President/Membership Ross O'Connor, CFP® Morgan Stanley 561-393-2047 Send Message to Member
	Vice President of Sponsorships Mickey Rosenzweig, CLU®, ChFC®, AEP® Rosenzweig Financial Services (561) 883-5569 Send Message to Member
	Vice President of Programs William C. Miller, CLU®, ChFC®, CFP®, AEP® Miller Wealth Advisors 561-613-0130 Send Message to Member
	Vice President of Technology David N. Grobstein CBIZ 561-994-5050 Send Message to Member
	Secretary Sydney Smith Kocher, Esq Kocher Law Firm PLLC (561) 531-0417 Send Message to Member
	Treasurer Scott L. Garber, CPA Garber & Garber, CPAs, PA 561-750-1733 Send Message to Member
	Immediate Past President John Clidas Synovus Trust Company 561.341-8629 Send Message to Member
	Director Blake G. Betheil, Esq Nelson Mullins 561-218-8859 Send Message to Member
	Director Joseph Coconate Citigroup 561-912-4028
	Director Alexandra Demosthenes, CPA Investment Advisory Professionals, LLC 561-391-4477 Send Message to Member
	Director Seth E. Ellis Ellis Law Group 561-910-7500 Send Message to Member
	Director Leslie A. McCullough, CFP®, AEP®, CTFA Northern Trust 561-912-4056 Send Message to Member
	Director Mark A. Schaum Mark A. Schaum, Esquire, CPA 561-750-7575 Send Message to Member
	Director Adam Sherman, CLU®, ChFC®, CFP®, MSFS 1847Financial 610-304-1854 Send Message to Member
	Director Edward Smith Janney Montgomery Scott LLC 561-361-2701 Send Message to Member
	Director Emeritus Debra A. Cancilla, CTFA, AEP® 561-301-8386 Send Message to Member
	Director Emeritus Scott L. Goldberger Kaufman Rossin & Co. 561-620-1721 Send Message to Member
	Director Emeritus Kristina V. Gregg, CFRE Florida Atlantic University 561-297-2058 Send Message to Member
	Director Emeritus Brad H. Milhauser, Esq. Huth, Pratt & Milhauser, PLLC 561-392-1800 Send Message to Member
	Director Emeritus E. Brian Singer, CFP®, CLU®, ChFC®, CPA (Inactive-California) EBS Responsible Wealth 561-998-3180 Send Message to Member
	Administrator Sylvia Tausk Greater Boca Raton Estate Planning Council Send Message to Member