www.pbcepc.org
Palm Beach county
estate Planning council, inc.
The Resource for Estate Planning Professionals would like
to recognize its Board of Directors, Sponsors & Members
2013-2014 BOARD OF DIRECTORS
President
Sharon C. Lindsey, J.D., CAP®
The Lindsey Group
President-Elect
Alison Sih-Crawshaw, T.O.
Comerica Wealth Management
Vice-President/Membership
Andrew R. Comiter, J.D., LL.M.
Comiter, Singer, Baseman & Braun LLP
Vice-President/Programming
Michael G. Becker
JP Morgan
Jennifer Amarnick
American Cancer Society
Jeff A. Azis CPA, AEP®
Jeffrey A. Azis, CPA, P.A.
Paul Baldovin, Jr., J.D., CPA
Citi Private Bank
Katherine A. Barski J.D.
Doane & Doane, P.A.
Michael G. Becker
J.P. Morgan
Aldo Beltrano Esq.
Law Office of Aldo Beltrano, P.A.
Zachary M. Berg, CFP®
Credit Suisse Securities (USA) LLC
Richard S. Bernstein
Richard S. Bernstein Insurance Group, Inc.
Christine Bialczak, J.D., LL.M.
Downey & Downey, P.A.
David G, Bollis CPA, CFP®
WTAS LLC
Peter F. Bono CLU, CHFC, CRPC CFS
Wealth Planning Solutions, Inc.
Warren W. Borsch III
Reliance Trust
David E. Bowers, J.D., LL.M., CAP®
Jones, Foster, Johnston & Stubbs, P.A.
Lawrence C Boytano
Burns Nearing Wealth Management Group
Merrill Lynch
Keith B. Braun Esq., AEP®
Comiter, Singer Baseman
& Braun, LLP
Gary Brookmyer, Esq.
Brookmyer, Hochman, Probst & Jonas,
P.A.
Kelly Buist, Esq., LLM, MBA
The Estate Planning Firm, PLLC
Robert M. Burns, CFP®, ChFC, AEP®
Burns Nearing Wealth Management Group
Merrill Lynch
Peter M. Burrus
PNC Wealth Management
William Caler CPA
Caler Donten Levine
Danielle Blangy Cameron, CAP®
Community Foundation for Palm Beach
and Martin Counties
Tish Carlo
Hospice of Palm Beach County Foundation
Cathy Carneiro
Deutsche Bank Trust Company, N.A.
Rene Carr RN
Parental Care Consultants
Martin Cass CPA, MBA, CVA
BDO
Jacqueline Harris Chiodo, CTFA
Elder Services of Florida, Inc.
David F. Click Esq.
David F. Click, Esq.
Andrew R. Comiter J.D., LL.M.
Comiter, Singer, Baseman & Braun, LLP
Richard B. Comiter J.D., LL.M.
Comiter, Singer, Baseman & Braun, LLP
Anthony Cottone, CFP
Retirement Planning Institute
®
John C. Courtney, CPA, J.D., LLMTaxation, MBA, Caler Donten Levine
Cohen Porter & Veil, P.A.
Lori W. Denison CLU®, ChFC, AEP®, CAP®
Life Blueprints, LLC
Marc A. DePaul
Alvarez & Marsal
Anne Desormier-Cartwright, Esq.
Elder and Estate Planning Attorneys, P.A.
Treasurer
Nancy Joyce, RN CCM
Firstat RN Care Management Services
Secretary
Cara Lamborn, CFP®
Jones Lowry
Director
David G. Bollis, CPA, CFP®
WTAS LLC
Director
Rosanne M. Duane, Esq., AEP®
Rosanne M. Duane, P.A./Meyer Law Firm
Director
Ellen Gallagher, CFP®
South Florida Wealth Management, LLC
Director
David E. Holland, J.D., CFA, CFP®
Ameriprise Financial
Director
Michael E. Schmidt, CFA
Seacoast Wealth Management
Past-President
Robert M. Burns, CFP®, ChFC, AEP®
Burns Nearing Wealth Management Group Merrill Lynch
MEMBERS
Tasha K. Dickinson Esq.
Jones, Foster, Johnston & Stubbs, P.A.
Rebecca G. Doane J.D., CPA
Doane & Doane P.A.
Randell C. Doane J.D., L.L.M.
Doane & Doane P.A.
Rosanne M. Duane, Esq., AEP®
Rosanne M. Duane, P.A./Meyer Law Firm
Keith Dubauskas
Raymond James
Connie Eckerle CPA
Smolin Lupin & Co, LLC
Philip Engman
The Northern Trust Company
Christopher L. Facka, CFP®
BNY Mellon Wealth Management
Raymond Fernandez
Evershore Financial Group
William M.B. Fleming Jr.
Palm Beach Atlantic University
William W. Fong, CPA
PricewaterhouseCoopers LLP
Douglas Frevert, CFP®
Raymond James Financial Services, Inc.
Ellen Gallagher CFP®
South Florida Wealth Management LLC
Jay Goetschius
Bessemer Trust
Richard Gray, CPA/ABV, CVA, ASA
BDO
Daniel A. Hanley Esq.
Gunster, Yoakley & Stewart, P.A.
David Harvan J.D., L.L.M.
Merrill Lynch Wealth Management
Jason Haselkorn, Esq.
Ciklin Lubitz Martens O’Connell
Steven Hein Esq., CPA, MBA
Hein Wealth & Tax Solutions LLC
Terisa Heine, CTFA, AAMS
Regions Bank
Lisa Hersch, RN
United Nursing Services
Elliot F. Hochman, Esq.
Brookmyer, Hochman, Probst & Jonas,
P.A.
Lonnie E. Hoffman
Nightingale Private Care
David Holland J.D., CFA, CFP®
Ameriprise Financial, Inc.
Suzanne Holmes CFP®, CAP®
PNC Wealth Management
R. Marshall Jones JD, CLU, ChFC, AEP®
Jones Lowry
Nancy Ann Joyce RN, CCM
Firstat RN Care Management Services
Heather L. Kelly RHU®, HIA, CLU®
Flah & Company
Theodore F. Kilkuskie
Mark Edward Partners
Howard S. Kirkpatrick, J.D.
Kirkpatrick Law Firm
Sasha A. Klein J.D., LL.M.
Bessemer Trust
Angela M. Klemack, J.D., LL.M.
Duane Morris LLP
Michael L. Kohner CPA, CFP®, AEP®
WTAS LLC
Andrew Kravit, G.G., ISA
Kravit Estate Holdings, LLC
Cara J. Lamborn CFP®
Jones Lowry
James E. Larschan CFP®, AEP®
Estate Strategies Group
Marti M. LaTour
BMO Private Bank
Syndie T. Levien, CFP®
Morgan Stanley Wealth Management
Howard S. Levy, CPA, CVA
BDO
Sharon C. Lindsey, J.D., CAP®
The Lindsey Group
Anthony Lourido CFA
Key Private Bank
Burns Lowry CLU, ChFC, AEP®, CAP®
Jones Lowry
Thomas L. Marcacci CFP®
Sagemark Consulting
Debra M. McCloskey, T.O.
Comerica Bank
Christopher Meninno CTFA
U.S. Trust
Eileen B. Minnick, CTFA
BMO Private Bank
Maura Ross
Leslie Hindman Auctioneers
Peter A. Sachs J.D.
Jones Foster Johnston & Stubbs, P.A.
Art Samuels
Estatebuyers.com
Scott Sandstrom
Bessemer Trust
Michael Schmidt CFA
Seacoast Wealth Management
Lisa A. Schneider Esq.
Gunster, Yoakley & Stewart, P.A.
Brenda M. Seligman CPA, MBA
Brenda M. Seligman, CPA
Andrew M. Shamp, J.D., LL.M
Life Audit Professionals, LLC
Natalie A. Moldovan J.D.
Marschall & Associates
Mark D. Montgomery
Celedinas & Reese Insurance
Fredrick Jay Shapiro, CFP®
UBS Financial Services, Inc.
Alfred G. Morici J.D. LL.M. (Tax), AEP®
Of Counsel Cohen, Norris, Wolmer, Ray,
Telepman & Cohen
Alison Sih-Crawshaw, T.O.
Comerica Wealth Management
Nicole C. Morris, Esq.
The Law Office of Nicole C. Morris, P .A.
Stephanie Murray, CPA
WTAS LLC
Lori B. Myers, Esq.
PricewaterhouseCoopers LLP
Elizabeth E. Nam, AEP®
Fidelity Investments
Natalie Newman
Gurr Johns Inc
Lisa M. Paczkowski, J.D.
The Ayco Company, LP, A Goldman
Sachs Company
John J. Pankauski, Esq.
Pankauski Law Firm, PLLC
Mark R. Parthemer Esq., AEP®
Bessemer Trust
John C. Patten
BMO Private Bank
Joe Pauldine
Cypress Trust Company
John Peters, CPA
Palm Healthcare Foundation
Robert (Tim) Peters, CWS
Key Private Bank
Anthony Pirozzi CFP®
Raymond James Financial Services, Inc.
DeAnna Pledger
NFP P&C Private Client Group
Ceil Schneider Randell J.D., CFP®, AEP®
Ceil Schneider Randell, P.A.
Adi Rappoport, Esq.
Gunster, Yoakley & Stewart PA
John C. Rau Esq.
Chilton Trust Company
Jeffrey S. Raynor, Esq.
Jeck, Harris, Raynor & Jones, P.A.
Ellen L. Regnery
Haile, Shaw and Pfaffenberger, P.A.
C. Carey Shook CLU
Northwestern Mutual Financial Network
Adam Slavin, CPA
Berkowitz Pollack Brant Advisors and
Accountants
Lawrence W. Smith Esq.
Gary, Dytrych & Ryan, P.A.
Michael P. Stafford Esq.
Farrell Fritz, P.C.
Kathleen A. Strother CFP®
PNC Wealth Management
Yvonne Sue Stutzke, R.N.
Nightingale Private Care
Matthew N. Thibaut, Esq.
Ciklin Lubitz Martens & O’Connell
John W. Tinnemeyer
BMO Private Bank
Patricia A. Travis
BNY Mellon Wealth Management
Thomas C. Trimble
Morgan Stanley Wealth Management
Bradley Vialpando
Abbot Downing
Michele Vogel, J.D., LL.M.
Wilmington Trust
Stephen G. Vogelsang J.D., L.L.M.
Gunster, Yoakley & Stewart P.A.
Elizabeth C. Wagner
Cypress Trust Company
H. Thomas Wagner, Jr.
McGladrey, LLP
Patrick M. Whitehead J.D., LL.M.
Whitehead Law Offices, P.A.
Joel H. Yudenfreund, J.D., CPA, CAP®
The Private Client Reserve of U.S. Bank
Ramona C. Zapper
Sabadell Bank & Trust
Monte I. Resnick
Camden Capital
Darline Richter CPA
Travani & Richter, P.A.
Jennifer Ridgely
Daszkal Bolton LLP
Sarah Rogers
Jewish Federation of Palm Beach County
Richard Zenker
Overbrook Management Corporation
Nina Romans
Wells Fargo Advisors, LLC
Jody G. Zirn
SunTrust Bank
SPONSORS
Catherine Zieman, CFP®, CIMA
Neuberger Berman Private Wealth
Management
Ian B. Zinn
AllianceBernstein