FPA of Greater
Fort Lauderdale
2012 Board of Directors
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Executive Committee
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Matthew Saneholtz, CFA, CFP®
Tobias Financial Advisors
1000 S Pine Island Rd Ste 250
Plantation, FL 33324
Phone (954) 424-1660
www.tobiasfinancial.com
Email
President /Chair Programs |
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Michael Lynch,
CFP®
Lincoln Financial Securities Corp,
Member SIPC
300 S. Pine Island Road, Ste. 315
Plantation, FL 33324
Phone (954)-423-1936
www.moneymattersofamerica.com
Email
President Elect/Chair Conference Committee
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Michael Mader, CFP®
Veritas Wealth Advisors
8751 W. Broward Blvd., Ste. 203
Plantation, FL 33324
Phone:
(954) 990-2220
E-mail
Treasurer/Membership/Local Gov
Relations
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Ronald
Myers CFP®,
CPA/PFS
Associated Investor Services, Inc.
2699 Stirling Road, Ste. A-200
Fort Lauderdale, FL 33312
Phone (954) 983-5600 Ext. 151
www.afc-ais.com
Email
Secretary/Conference Committee
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Board of Directors
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Peter Anderson, MBA
Comerica Wealth Management
100 N.E. 3rd Avenue
Fort Lauderdale, FL 33301
Phone: (954) 468-0617
Email:
Director/Conference Committee |
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Thomas
Balcom, CFP®
,CAIA, MBA
1650 Wealth Management
1650 S. Dixie Highway, Suite 201
Boca Raton, FL 33432
Phone (561) 948-0340
Facsimile: (866) 574-1087
Email
Chairman/Conference Committee
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William Dyess, CLTC
Gelbwaks Executive Marketing Corp
10051 NW 1st Court
Plantation, FL 97501
Phone (954) 236-9999 ext 104
www.gelbwaks.com
Email
Director/Chair-Scholarships
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Marjorie Gelbwaks-Schaefer, MDRT,
CLTC
Gelbwaks Executive Marketing Corp.
10051 N.W. 1st Court
Plantation, FL 33324
Phone: (954) 236-9999 Ext. 102
Email
Director/Chair-Sponsorship
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Thomas
Guthke CFP®
Arch Financial Group
700 West Palmetto Park Rd., Ste. 501
Boca Raton, FL 33433
Phone (561) 368-6388
www.archfg.com
Email
Director/Chair-Practice Management/Social Media/Pro
Bono
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Steven A. Hurst, CFP®
MetLife
7442 McKinley Street
Hollywood, FL 33024
Phone (954) 625-1573
Email
Director/Hospitality/Continuing Education |
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Johanna McMichael, CFP®
Fusco Financial Services
2402 NE 8th Ave
Wilton Manors, FL 33305
Phone (954) 524-0900
www.fusco-finl.com
Email
Director/Hospitality
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Paul Miller, CFP®
Indian River Financial Group, Inc.
7805 NW Beacon Square Blvd Ste 102
Boca Raton, FL 33487
Phone (561) 362-0331
www.paulmilleradvisor.com
Email
Director/Government Relations/FPA FL Rep.
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Brandan Pratt, Esq.
Miller & O’Neil, P.L.
2101 N.W. Corporate Blvd., Ste. 400
Boca Raton, FL 33431
Phone: (561) 353-3880
Email:
Director/Membership/Social Media/Hospitality
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Theresa
Roddy CFP®
Merrill Lynch Global Wealth Mgmt.
4011 Northwast 31 Avenue
Lighthouse Point, FL 33064
Phone (857) 222-7512
Email
Director/Chair-Pro Bono
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Jay Shein, CFP®
Compass Financial Group, Inc.
665 SE 10th Street, Ste. 202
Deerfield Beach, FL 33441
Phone (954) 481-2607
Director |
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Blair
Shein CFP®
Compass Financial Group
665 SE 10th Street, Ste. 202
Deerfield Beach, FL 33441
Phone (954) 481-2607
Director/Conference Committee/Membership
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Edward Wacks, CFP®, CPA
Ameriprise
111 N. Pine Island Road, Ste. 201
Plantation, FL 33324
Phone: (954) 382-5200
Email
Director/Chair-Public Relations
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Susan Weinblatt, CFP®, MBA
Florida Financial Group/New England Financial
2500 N. Military Trail, Ste. 300
Boca Raton, FL 33431
Phone: (561) 912-1335
Email
Director/Chair-Membership
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Linda M. Wolonick
FPA of Greater Ft. Lauderdale
8930 W State Road 84, No 316
Davie, FL 33328
Phone (954) 370-0041
Fax (954) 382-1893
Email
Executive Director
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