Executive Committee
Executive Committee
Executive Committee
STEPHEN TAYLOR
President
Stephen A. Taylor, JD, CFP®
Stephen A. Taylor Wealth Management
Tel: 305-722-0091
JOHN LENAHAN
Co-Chair of Programming & Symposium
John E. Lenahan,
CFP®, CIMA®, ChFC®
Bernstein Private Wealth Management
Tel: 305-530-6259
PHILIP HERZBERG
Co-Chair of Programming & Symposium
Philip Herzberg,
CFP®, CTFA, AEP®, MSF
The Lubitz Financial Group
Tel: 305-670-4440 • Fax: 305-670-4448
JOSH BLUM
Co-Chair of Membership & Networking
JONATHAN G. CAMERON
Chairman & Past President
Jonathan Cameron, CFP®
CameronDowning
Tel: 305-987-8341
ANGEL TORRES
Treasurer
Angel Torres, MBA
Director CFO Advisory Services
Direct 305.582.1104 • Office 305.388.7400
New Horizon Management Consultant
RAM SHASTRI
Chair of Practice Management
Ram Shastri, JD, LLM in Taxation
Lawfirm: Richards & Partners, PA
Phone: (305) 858-9900
Board of Directors
JIM BENEDEK
Director of Advocacy & FPA of Florida Liaison
Jim Benedek,
JD, MBA, CFP®, CLU
Directed Trust Planning
Tel: 305-776-0488 • Fax: 305-754-1572
RICHARD NEWMAN
Co-Chair of Partnerships
Richard Newman,
CPA/PFS., AEP, CAP
Life Audit Professionals, LLC
Tel: 561-948-2421
DEBORAH BADILLO
Co-Chair of ProBono & Community Outreach
Deborah Badillo, CFP®, MS, MMP
The Lubitz Financial Group
Phone: (305) 670-4440 Fax: (305) 670-4448
E-mail: DeborahB@LubitzFinancial.com
JOE YOUNG
Joe Young, CPRIA
Private Risk Advisor – Aon Private Risk Management
Direct: 305-961-6150
E-mail: joe.young@aon.com
DANQIN FANG
2021 President-Elect
Chair of Nexgen & FIU Student Chapter Liaison
Danqin Fang, CFA, CFP®
Evensky & Katz/Foldes Financial Management
Tel: 305-448-8882
PAMELA KIRKPATRICK
Director of Chapter Communications
Pamela Kirkpatrick
Reverse Mortgage Professional
AMERICAN ADVISORS GROUP
Phone: 954.326.6535
STEVEN SILVERMAN
Co-Chair of Symposium
Steven Silverman
Steven Silverman, PA
Tel: 305-666-6111
Past Presidents
JONATHAN G. CAMERON
2019 President
Jonathan Cameron, CFP®
CameronDowning
Tel: 305-987-8341
jcameron@cameron-downing.com
MIGUEL HORVATH
2017 President
Miguel A. Horvath, CFP® , MSF
Hoervath Wealth Management
Tel: 305.670-7425 • Fax: 305-742-0425
JORGE PADILLA
2015 President
Jorge Padilla, CFP®
The Lubitz Financial Group
Tel: 305.670-4440 • Fax: 305-670-4448
PHILIP HERZBERG
2013 President
Philip Herzberg,
CFP®, CTFA, AEP®, MSF
The Lubitz Financial Group
Tel: 305-670-4440 • Fax: 305-670-4448
JOHN LENAHAN
2018 President
John E. Lenahan,
CFP®, CIMA®, ChFC®
Bernstein Private Wealth Management
Tel: 305-530-6259
GLENN DOWNING
2016 President
Glenn J. Downing, CFP®
CameronDowning
Tel: 305.984.7085 • Fax: 305-442-0054
CHARLES SACHS
2014 President
Charles Sachs, CFP®
BNY Mellon Wealth Management
DEBRA GAUTHIER
2012 President
Debra Gautheir, CFP®
Wells Fargo, Senior Trust and Fiduciary Specialist
Elaine King – 2010 & 2011
Jay Pelham – 2009
Dave Moran – 2007 & 2008
Matt McGrath – 2005 & 2006
Penny Marlin – 2004
Helen Salazar-Realini – 2002 & 2003