Stephen A. Taylor, JD, CFP®

Stephen A. Taylor Wealth Management

Tel: 305-722-0091

President

STEPHEN TAYLOR

John E. Lenahan,

CFP®, CIMA®, ChFC®

Bernstein Private Wealth Management

Tel: 305-530-6259

 

Co-Chair of Programming & Symposium 

JOHN LENAHAN

Philip Herzberg,

CFP®, CTFA, AEP®, MSF
The Lubitz Financial Group
Tel: 305-670-4440 • Fax: 305-670-4448

Co-Chair of Programming & Symposium

PHILIP HERZBERG

Josh Blum

Mutual of Omaha Mortgage

Tel: 203-648-6060

​jblum@mutualmortgage.com

Co-Chair of Membership & Networking

JOSH BLUM

Angela M. Moore,

CFP®, CRPC®, CFEI

Modern Money Advisor
Tel: 305-859-5527

Secretary

ANGELA M.MOORE

Jonathan Cameron, CFP® 
CameronDowning

Tel: 305-987-8341

Chairman & Past President

JONATHAN G. CAMERON

Angel Torres, MBA 

Director CFO Advisory Services

Direct  305.582.1104 • Office 305.388.7400

New Horizon Management Consultant

Treasurer

ANGEL TORRES

Michael J. Unger, CFP®

Coral Gables Trust 

Tel: 313-770-6585

Co-Chair of Membership & Networking

MICHAEL J. UNGER

Ram Shastri, JD, LLM in Taxation

Lawfirm: Richards & Partners, PA

Phone: (305) 858-9900

rshastri@richards-law.com      

Chair of Practice Management

RAM SHASTRI

Jim Benedek,

JD, MBA, CFP®, CLU

Directed Trust Planning

Tel: 305-776-0488 • Fax: 305-754-1572

jb@jamesmbenedek.com

JIM BENEDEK

Director of Advocacy & FPA of Florida Liaison

Richard Newman,

CPA/PFS., AEP, CAP

Life Audit Professionals, LLC

Tel: 561-948-2421

RICHARD NEWMAN

Co-Chair of Partnerships

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Deborah Badillo, CFP®, MS, MMP

The Lubitz Financial Group
Phone: (305) 670-4440 Fax: (305) 670-4448
E-mail:  DeborahB@LubitzFinancial.com

DEBORAH BADILLO

Co-Chair of ProBono & Community Outreach

Joe Young, CPRIA 

Private Risk Advisor – Aon Private Risk Management

Direct: 305-961-6150

E-mail: joe.young@aon.com

JOE YOUNG

Danqin Fang,  CFA, CFP®

Evensky & Katz/Foldes Financial Management

Tel: 305-448-8882

DANQIN FANG

2021 President-Elect

Chair of Nexgen & FIU Student Chapter Liaison

Pamela Kirkpatrick

Reverse Mortgage Professional 

AMERICAN ADVISORS GROUP

Phone: 954.326.6535

PAMELA KIRKPATRICK

Director of Chapter Communications

Steven Silverman

Steven Silverman, PA

Tel: 305-666-6111

STEVEN SILVERMAN

Co-Chair of Symposium

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

john.lenahan@bernstein.com 

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

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DEBRA GAUTHIER

2012 President

Debra Gautheir, CFP® 

Wells Fargo, Senior Trust and Fiduciary Specialist

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