Leadership

	GREATER BOCA RATON ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Mickey Rosenzweig, CLU®, ChFC®, AEP® Rosenzweig Financial Services 212-818-0505 Send Message to Member
	President Elect Ross O'Connor, CFP® Morgan Stanley 561-393-2047 Send Message to Member
	Vice President of Sponsorships David N. Grobstein CBIZ 561-994-5050 Send Message to Member
	Vice President of Programs Edward Smith, III, JD, AEP® Janney Montgomery Scott LLC 561-213-5989 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 Jamie Lee Umberger JP Morgan Private Bank 561-376-8212 Send Message to Member
	Secretary Sydney Smith Kocher, Esq., AEP® Kocher Law Firm PLLC (561) 531-0417 Send Message to Member
	Treasurer Matthew Rahal Walton Rahal CPAs PLLC 561-395-6653 Send Message to Member
	Immediate Past President William C. Miller, CLU®, ChFC®, CFP®, AEP® Miller Wealth Advisors 561-613-0130 Send Message to Member
	Director Deborah Frishman, JD, CPA, AEP® CohnReznick 862-245-5046 Send Message to Member
	Director Scott L. Garber, CPA, AEP® Garber & Garber, CPAs, PA 561-750-1733 Send Message to Member
	Director Sara A. Harmon Redgrave and Rosenthal 561-347-1700 Send Message to Member
	Director Leslie A. McCullough, CFP®, AEP®, CTFA Northern Trust 561-912-4056 Send Message to Member
	Director Lindsay A. Rehns, Esq., LLM Bessemer Trust 561-835-8318 Send Message to Member
	Director Michael S. Schiff, J.D., AEP®, TEP® Klingenstein Fields Advisors 561-900-0348 Send Message to Member
	Director Helen J. Semus Semus Wealth Partners, LLC 561-465-7550 Send Message to Member
	Director Timothy Wolf Katz, Baskies & Wolf LLC 561-910-5701 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 Brad H. Milhauser, Esq. Huth, Pratt & Milhauser, PLLC 561-392-1800 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
	Administrator Jacqueline Farina 561-714-2360 Send Message to Member