NCF Orlando's Advisory Board is comprised of over 30 local buisness and ministry leaders who are committed to the advocacy and strategic direction of the organizatinon.
Scott is a Managing Director of Fulcrum Partners, LLC in Orlando, Florida. Over his 30+ year career, he has specialized in the efficient funding of benefit liabilities for corporations and estate tax liabilities for wealthy families. His expertise is in the strategic integration of compensation and benefits for the top talent at medium-to-large companies. The result is a comprehensive and effective total reward structure. He also consults with medium-to-large private companies on business succession and ownership transition challenges. Joanie stayed at home to raise their two sons. They are both volunteers in many Kingdom-building activities. In addition to serving with Mr. Cahill on various boards, Mrs. Cahill has been in leadership with BSF for 10+ years and runs the food service ministry at Rock Orlando.
Daryl is President of Maury L. Carter & Associates, Inc., a commercial real estate investment and brokerage company, and he is Vice President of M. L. Carter Development Corporation, both based in Orlando, Florida. He directs investments, build to suit commercial development, and brokerage operations. Mr. Carter is a member of First Presbyterian Church. He is also a board member of Third Millennium Ministries and University of Florida Center for Real Estate Studies.
|Robert G. Collins
Robert, CFA currently serves as Managing Principal at Grace Harbor Group, a private equity firm dedicated to furthering God’s Kingdom through its portfolio companies. Collins is also President of the National Christian Foundation Tampa Bay, a position he has held since June 2004. Prior to that, Collins had a successful 17-year career in diverse areas of financial services, most notably in investment management with Goldman Sachs Asset Management. Collins and his wife, Tricia, have five children ranging from ages 16 to 22. They are part of an exciting new church movement called The Underground Network and are active in their micro-church ministry.
|Charles W. Cramer
Charlie received his undergraduate degree in Economics from Rollins College (1987), his Juris Doctorate from Cumberland School of Law of Samford University (1990), and his L.L.M. in Taxation from the University of Miami School of Law (1991). He practices predominately in the areas of Taxation and Estate Planning; Probate and Corporate and Business Law. He is licensed to practice law in the states of Florida and Georgia. Mr. Cramer is a Partner with the Orlando law firm of Cramer, Price & de Armas, P.A.
Scott founded Crossman & Company in 1990 and has overseen its growth into one of the largest retail leasing and management firms in the Southeast. He has been recognized as leader in the industry and his accomplishments include the acquisition, development, and redevelopment of retail projects throughout Central Florida. Mr. Crossman serves on the Board of Directors for e3 Partners and is actively engaged in their “I Am Second” project.
Howard is the founder and CEO of Compass-finances God's Way, a worldwide non-profit interdenominational ministry that teaches people of all ages how to handle money based on the principles of the Bible. Compass' primary focus is on teaching God's financial principles through small group studies. In 1985, Howard founded Crown Ministries and developed a remarkably effective small group financial study. Crown Ministries merged with Larry Burkett’s Christian Financial Concepts in September 2000 to form Crown Financial Ministries where he served as CEO. Howard is the author of numerous books including Your Money Map and Money and Marriage God's Way. He currently serves as host of the nationally syndicated radio programs, MoneyWise and HeyHoward. In 2014, Asbury University dedicated the Howard Dayton School of Business, for their undergrad and MBA program. He is married to Beverly for 44 years, and has two children and four grandchildren.
Zack is a Principal and Senior Private Wealth Advisor for Ronald Blue & Co.’s branch office in Orlando, Florida. As a Certified Financial Planner practitioner, Mr. Fulmer is responsible for leading client relationships and coordinating the expertise necessary to effectively meet his clients’ needs. Through objective advice and counsel, he helps individuals and families plan purposefully and comprehensively for the use of their wealth.
Garland currently serves givers as Director of Development at Orangewood Christian School. He was previously the President of Orlando Christian Foundation. Mr. Gould holds a CFP and CAP designation. He is married to Lisa, with a son, Christian, and a daughter, Grace.
Ted Haddock serves as Executive Director for The Edward E. Haddock Jr. Family Foundation. The Foundation works to advance restorative relationships between people and planet through human dignity and environmental stewardship. Ted established Trust Foundation, addressing natural preservation and endangered species; The Foundation Hub, a collaborative work-space for non-profits in Orlando; Kaley Square, an asset-based community development organization in a distressed community of Orlando; and Friends of Tinker Field Foundation promoting Orlando’s civil rights history as a catalyst for community development.
Haddock serves on the Board of The Nature Conservancy – Florida Chapter, First Green Bank, Trust Foundation and on the Advisory Board for National Christian Foundation Orlando.
Ted spent ten years as Director of Photography for International Justice Mission based in Washington, DC where he provided a global voice for survivors of human rights abuses and helped to brand the organization in its formative years. Ted received his MFA in Photography from Indiana University and his BA from Furman University. He has served as Editorial Assistant at Magnum Photos in New York and taught undergraduate courses at Indiana University. Ted and his wife Kellie live in Orlando and are the proud parents of three children.
Steve is a Shareholder at Zimmerman Kiser Sutcliffe and has practiced law in the Orlando area for 30+ years. He has extensive experience in structuring complex business and real estate transactions and also devotes a large part of his practice to employing sophisticated tax planning and wealth transfer techniques to protect his client’s hard earned assets from estate and transfer taxes.
|Leigh Ann Horton
Leigh Ann graduated from the University of Florida with her Bachelors in Accounting and her Masters in Tax. She began her career with KPMG in New York City and then transferred to the Orlando KPMG office. In 1998, she became the International Tax Manager for Hard Rock Café International. In 2000, she became a partner at CFO Strategic Partners. In 2009, she and her husband Vince bought AIT Life Safety. Mrs. Horton also currently serves on the Board of Directors for Orlando, Inc., Grace Medical Home, the Florida Fellowship Foundation and J4 Leaders. But most importantly, Mr. and Mrs. Horton love spending time with their two children, Anna Kate and Chase.
President of Valley National Bank (formerly CNLBank), Central Florida and has over 30 years of experience in the financial services industry. Prior to joining CNLBank in January of 2002, Ms. Hostetter spent seven years as the Chief Executive Officer of Florida Community Partners, a not-for-profit bank lending consortium that specialized in financing for affordable housing communities. From 1982 until 1992, Ms. Hostetter was Vice President of Corporate Banking for Barnett Bank of Central Florida.
She earned a Bachelor of Science degree in Business Administration from the University of Florida and a Masters of Business Administration from the Crummer School of Business, Rollins College.
Ms. Hostetter has earned numerous awards during her tenure at CNLBank and represents the bank in various organizations within the Central Florida community. She formerly served as the Board Chair of the Central Florida YMCA Metro Board, is an active member of the University of Florida Real Estate Advisory Board and Center for Real Estate Studies, Past Chair of the Mennello Museum of American Art Friends Board, and Past Chair of the Winter Park Health Foundation. She also serves on the board of the Foundation for Foster Children and is Past Chair for the 2010-2011 Heart of Florida United Way Campaign and continues to serve on their board. She is on the Board of Florida Hospital and also serves as a Co-Chair of the University of Florida Regional Council. She was recently elected to the Orlando Orange County Expressway Authority Operations Committee and to the LIFT Orlando Board of Directors. She is an active fundraiser for the American Heart Association, Orlando Chapter. She is a member of both the Finance and Endowment Commissions at her church, All Saints Episcopal in Winter Park. In 2008, Ms. Hostetter was named Outstanding Volunteer Fundraiser of the Year by the Central Florida Association of Fundraising Professionals for her work on the YMCA Scholarship campaign. She was named Central Florida Woman of the Year by the Women’s Executive Council in 2011. In 2012, the Orlando Business Journal presented her with the prestigious Publisher’s Award and in 2013, she won the coveted Athena International Leadership Award in recognition of her contribution back to the Central Florida community.
Sandy and her husband Blake reside in Winter Park and are the proud parents of a son and a daughter.
Paul is the Managing Director for Ronald Blue & Co.’s branch office in Orlando, Florida. He opened the office in 1985 and became principal of the firm at the same time. He is a Certified Public Accountant (CPA) with more than 40 years of experience in the financial planning and business consulting industry. Prior to joining Ronald Blue & Co., Mr. Kraus served as the Founder and President of Cornerstone Management, Inc., an Orlando-based financial planning firm, which specialized in advising professional athletes. Additionally, Mr. Kraus spent eight years as an independent financial advisor and consultant to individuals and corporations throughout the United States.
An experienced commercial litigator, Tim Manor has represented clients in commercial matters ranging from simple contract disagreements to complex trade secret matters involving multiparty litigation in several venues. He has handled diverse matters in several jurisdictions, bringing varied and extensive experience to a full-range of complex international, national, and local cases. Currently, Tim serves as the General Counsel for CNL Financial Group, a leading private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $25 billion in assets.
Curtis served as the President and CEO of Trustreet Properties, Inc. (NYSE: TSY), the nation’s largest Restaurant REIT. He currently serves on the Young Life Board of Trustees (Colorado Springs, CO), Chairman of the Young Life Foundation, Chairman of the Young Life Investment Committee, Young Life College (UCF), Young Life Metro New York, and the Princeton President's Council at Christian Union. Mr. McWilliams also serves on the following corporate boards—the Ashford Hospitality Prime, Inc., Advantor, LLC and Granger Group. Mr. McWilliams and his wife, Betty Ann, have been married for 35 years and have three children.
|Wm. Michael (Mike) Mikkelson
Mike is the founder and President of Liberty Investment Properties, Inc. (“Liberty”). Mike has over 35 years of executive experience in commercial real estate as well as the development and operation of income-producing property, forming Liberty in 1990 to specialize in the development of high-performing investment real estate in key strategic markets across the United States. In the mid-1990’s, Liberty formed a joint venture with Shurgard Storage Centers and together owned and operated 41 storage center locations and nearly three million square feet of rentable storage space throughout Florida. The joint venture came to a close with the sale of 34 of the self-storage properties to Public Storage in 2006. Late that same year, Liberty formed a hospitality division called Liberty Lodging, and became the largest Value Place Hotel franchisee. Between 2006 and 2009, Mike’s team opened 25 Value Place Hotels in nine states and 14 distinct markets, before selling a majority of such hotels in 2013. Mike has investment interests 10 storage assets, two Value Place Hotels, and a handful of other select investments in Central Florida, as well as a management portfolio, which includes six additional self-storage assets in Central Florida and one in North Carolina. Mike has his bachelor degree from Linfield College, is the former president of the Self-Storage Association Southeast district as well as a former district vice president of the Florida CCIM chapter. Mike is a Trustee at Lake Highland Preparatory School and serves on the Board of Directors of Elevate Orlando. Mike currently lives in Winter Park, Florida and has four grown children and six grandchildren.
Eddy is the Executive Director of LIFT Orlando, a non-profit organization founded by business leaders to partner with neighborhood residents and accelerate community transformation. Its mission is to break the cycle of poverty through holistic neighborhood revitalization mixed-income housing, cradle to career education, wellness and economic opportunity.
Prior to joining LIFT Orlando, Eddy spent seven years as the Executive Director of Lifework Leadership Orlando, a premier leadership development organization. During this time he also served as Senior Fellow at PathNorth in Washington D.C. helping senior leaders around the country broaden their definition of success. As a social-entrepreneur who believes in the power of creating jobs to transform lives and entire communities, he became a co-founder of BAM, LLC a holding company for shared officing and remote receptionist franchises. Additionally, he founded a minority certified joint-venture that helped launch Laurus, a multi-functional, call center outsourcing company employing hundreds domestically and abroad.
His early career included serving as a Client Services Consultant with Right Management Consultants, the leading global provider of integrated consulting solutions, helping 80% of Fortune 500 companies to “manage the human side of change”. He served in multiple leadership positions over a six year career at the Orlando Regional Chamber of Commerce, one of the largest and most influential chambers in Florida with over 5,000 members. During his time there he became a founding team member for Workforce 2020, one of the most innovative, business-led welfare and workforce reform initiatives in the country. He worked with the Jobs Partnership of Florida, a job training program designed to help the under and unemployed break the cycle of poverty through employment. There he designed, launched and delivered their first corporate training curriculum for developing better leaders, managers and employees.
Eddy has a passion for encouraging others to realize their full potential and to use their individual gifts and influence for the betterment of the whole community. Eddy serves on the board of Summit Church in Orlando, Florida, where he lives with his wife, Giselle and their two children, Isabella and Kristopher.
Pat's mission is to help men grow as disciples and disciple makers–starting at home. In 1991, he founded Man in the Mirror which consults with churches in all 50 states to help them more effectively disciple their men. He teaches a weekly men's Bible study to 10,000 men and is the best-selling author of 20 books, including The Man in the Mirror. Learn more at www.maninthemirror.org and www.PatrickMorley.com.
Bill and Beth have two very special Yorkies named Lizzie and Pax. They have two adult daughters, Nicole who works as a transplant surgeon, and Sunny Ray who is a nurse, and three granddaughters.
Even though Bill has only lived in Central Florida for less than 8 years he has made more friends here than many who have grown up in the area. He genuinley loves people and wants to honor Jesus every day. His enthusiasm is contagious and to know Bill is to love him.
He grew up in the Midwest and was blessed to have God-fearing parents. When in high school he will tell you that sports became his god. After graduation from college he taught school in Chicago for a few years. He then started a thirty year career in the golf retailing industry as President of Pro Golf Atlanta, Inc. It grew to six stores, $20M in sales, and gave Bill consideration as "top retailer" by his peers for many years. He loved his work and was able to use his spiritual gifts of encouraging and giving in his work life. Bill sold the business to Edwin Watts Golf Shops in 1999 and then worked for them for four years managing Atlanta and maturing the Watts business model.
Bill was blessed to be an organizer of Milton Nation Bank which later became part of BB&T Atlanta. It was through his endeavor that he met, check out, and fell in love with Archie and Geneelee Crenshaw. Bill became involved with the Crenshaw's ministry and has been to the mission fields in Honduras, Jamaica, St. Vincents, Brazil and numerous other locations, with Beth joining him on many trips.
The most significant date in Bill's life is June 22, 1984. On that day he gave his life to Jesus Christ and his "new life" began.
As the CEO and senior advisor at Frank Reynolds & Company, Franklin T. Reynolds is focused on helping Christian families and ministries through intelligent wealth management strategies. He has more than 25 years’ experience in the insurance and annuity industry and holds a life insurance license in 25 states. He is a Registered Representative and Investment Adviser Representative of The Strategic Financial Alliance, Inc. He has FINRA Series 7, 65, and 24 registrations, and is state securities registered in 30 states.
Jeff, CEP, is the Founder and Chairman of Stewardship Advisory Group and is committed to integrating Biblical stewardship in his counsel to clients. He is a Charter Member of Kingdom Advisors and is a Qualified Kingdom Advisor. Jeff was honored to be the recipient of the Larry Burkett Award from Kingdom Advisors in 2013. In addition to his leadership responsibilities as the Chief Inspiration Officer for Stewardship Asset Management, LLC., a Biblically-responsible investment management firm, Jeff serves as the Founder & Chairman for Stewardship Legacy Coaching where he helps Financially-Blessed Families and Business Owners build strong Family and Business Legacies through their unique Legacy Coaching process (as well as saving them a lot of money through Zero Estate Tax Planning!). Jeff serves on the Boards of Compass—finances God’s way—Central Florida and Generous Church.
Tracy as enterprise chief financial officer and chief operating officer of CNL Financial Group, Tracy Schmidt oversees and provides strategic leadership for the organization’s financial and administrative responsibilities. Key areas of responsibility include determining capital resources and allocations, and overseeing management’s accountability of business objectives, values and essential enterprise interests.
Mr. Schmidt has more than 36 years’ experience in finance, administration and operations, including 24 years with Federal Express, headquartered in Memphis, Tennessee. Before joining CNL in 2004, he was senior vice president and chief financial officer for FedEx Express, where he was responsible for worldwide financial planning, capital allocations, treasury, accounting, financial reporting, tax, audit, strategic sourcing, IT business systems and revenue operations. Prior to that, Mr. Schmidt was senior vice president, general manager, Air Ground Terminals and Transportation for FedEx Express.
Mr. Schmidt serves as vice chair of the Central Florida Regional Commission on Homelessness, and is a director of GFS Holdings, Inc., Pinnacle Realty Services, LLC and CNLBancshares, Inc.
Mr. Schmidt became a certified public accountant in Tennessee in 1980 and is a graduate of Christian Brothers University in Memphis, Tennessee.
Steve is a General Partner of Schrimsher Properties. The firm is a real estate investment company headquartered in Orlando, Florida, providing high quality, conservative real estate investment opportunities in a variety of properties, including retail shopping centers, out-parcels and apartment buildings, as well as land development for mixed-use projects. Mr. Schrimsher’s desire is to divide his time equally between family, ministry and business activities, utilizing his life experiences and business influence in order to introduce as many people to the wonderful privilege of knowing God personally. He and his wife Deborah (2nd best deal he ever made) have three married children and nine grandchildren. Some favorite past times are barefoot water skiing, quail hunting, golfing, and travel. Mr. Schrimsher’s life has always been driven by the desire for freedom, which he has discovered can be achieved through Integrity, Humility and a sense of Urgency. Interestingly, he discovered the key to the ultimate in freedom was establishing a relationship with God through Jesus Christ, easily the “best deal” he ever made.
James (Jim) Seneff, Jr.
Mr. Seneff has been widely recognized for his business and civic contributions. In 2010, he was awarded the prestigious Horatio Alger Award. This national honor is bestowed upon outstanding individuals who have succeeded in spite of adversity, and who are committed to supporting young people in pursuit of increased opportunities through higher education. Most recently, Mr. Seneff was inducted into the Junior Achievement of Mid-Florida Hall of Fame in recognition of his service to the community and serving as a role model to other young entrepreneurs.
|Jeffrey R. Shafer
After 20 years in the financial services industry, Jeff Shafer is leveraging his relationships, experience, and knowledge helping Broker Dealers, Registered Investment Advisors, and Family offices meet their client's financial goals while also connecting their investment capital with their heart and passions through Impact Investing.
Mr. Shafer served as president of CNL Securities for eight years where he was responsible for setting the strategic direction for the capital raising efforts associated with CNL’s growing multi-product, multi-manager platform. During this time, Jeff led the team that raised nearly $9 billion in capital, including $1.5 billion in 2014 — CNL’s highest capital raise in 10 years. Throughout his time at CNL, Jeff has served in other senior leaderships roles, including Chief Operating Officer and Senior Vice President. Prior to that, Mr. Shafer was Vice President of Sales in Southern California and the Pacific Northwest where he was instrumental in developing these markets for the company.
Before joining CNL in 1997, Mr. Shafer worked for Van Kampen American
Capital, a division of Morgan Stanley Group. There, he provided sales and marketing assistance to registered representatives, focusing on unit investment trusts, mutual funds and retirement planning.
Mr. Shafer graduated from Wheaton College in Wheaton, Illinois, with a Bachelor of Arts in Psychology and Biblical Studies, and received a Master of Business Administration from the Crummer Graduate School of Business at Rollins College in Winter Park, Florida. In addition to his undergraduate and graduate degrees, Mr. Shafer holds the Certified Financial PlannerTM and Chartered Financial Consultant® designations, as well as FINRA Series 7 and 24 licenses.
Mr. Shafer is on the Crummer Graduate School of Business board of overseers, the board of directors of Ignite International and the National Christian Foundation Orlando advisory board. Additionally, Mr. Shafer previously served on the board of directors of the Heart of Florida United Way.
Mrs. Smith has experience overseeing the management of various types of real estate properties, focusing on investor relations, capital raising, and acquisitions. Mrs. Smith has managed a rent collection company, and is the manager of the Ryan and Jamie Smith Foundation. She authored a highly reviewed book on investing in MHCs and has spoken at numerous conferences on the topic.
Mrs. Smith graduated from the University of Central Florida with a double major in Business and Psychology. She lives in Orlando with her husband and her two children.
Mr. Smith graduated from the University of Tampa with a Bachelor’s of Science in Computer Science. An athlete, he was highly recruited for both baseball and basketball and was drafted as a senior in high school by the Baltimore Orioles, and again in college by the Anaheim Angels. Mr. Smith pursued his athletic talents by playing baseball throughout his college experience.
His foresight and ability to communicate the state of the marketplace has propelled him to be a featured commentator alongside the likes of Mayor Rudy Giuliani, General Colin Powell and other notable individuals. He is currently on the board of Young Life College – UCF and is a member of the Advisory Board for the National Christian Foundation’s Orlando chapter. Mr. Smith lives in Orlando with his wife and two children.
Ralph is President and CEO of Veerman & Associates, a philanthropic consulting company. Historically, he coached non-profit Christian executives in management, marketing, communications, and major gift fund raising. He currently assists foundations, corporations, and individuals as a philanthropic advisor. Veerman serves as an advisor to a handful of foundations and high net worth families. Veerman has served as Senior Advisor to the Chairman of CNL and the Seneff Family Foundation; he is the former Executive Director of the Heart of the City Foundation, Orlando; helped launch the BioLogos Foundation, a Templeton Foundation project founded by Dr. Francis Collins, and has served David Segel in London/LA as Senior Adviser to the Chairman of SGL. He currently is advising the Ahmanson family in S. CA on a variety of projects and also the National Christian Foundation (NCF) in opening Affiliates in NYC and Washington D.C.
As a non-profit executive, Veerman served as National Director of Youth Guidance in Chicago, and also as Senior Vice President of Prison Fellowship USA in Washington, D.C. In 1984 he moved to Orlando, where he was President of Ligonier Ministries before forming his own consulting firm, Veerman & Associates, in 1988. Veerman is Founder of Lifework Leadership; a Trustee of Trinity Forum Europe, London; Friends of Wycliffe Hall Oxford USA; Excelsis, Orlando and the Orlando Health Foundation. He is a former Trustee of United Arts of Central Florida, the Riverside Foundation and Advisor to the John Templeton Foundation. He is also in the College of Elders at First Presbyterian Church of Orlando. As a lifelong Chicago Cubs fan, Veerman clearly demonstrates his optimistic character. He earned a bachelor’s degree from Wheaton College, IL, a Master’s in Social Work and an M.A. in Criminal Justice from the University of Illinois, Chicago. He and his wife, Lynne, also enjoy skiing, mountain biking and high-alpine hiking in Crested Butte, Colorado.
Dr. Steve D. Whitaker has served as the Head of School at The First Academy since July 2003. During his tenure, the school has experienced record growth in enrollment and organizational advancement. He has also successfully undertaken two capital campaigns, which led to a new Upper School facility, Tennis Center, Lower School building expansion, Library renovation, Athletic Field House and Pavilion, and most recently a new Middle School facility. The First Academy families have generously pledged over $20 million to fund these initiatives.
Passionate about the cultivation of Christian intellect, Dr. Whitaker led a local effort bringing together Christopher Hitchens and Dinesh D’Souza for what was called “The Great Faith Debate.” This event was held at the University of Central Florida with nearly 5,000 in attendance. Similarly, Dr. Whitaker led an initiative to integrate the family-based The Truth Project into a K-12 academic curriculum.
Dr. Whitaker’s background includes twenty years of experience as an administrator, coach, teacher, and adjunct professor. In addition to a diverse public speaking career, Dr. Whitaker has written on a variety of topics, including school culture, Christian living, generous giving, and Biblical worldview issues. His past and present activities include serving on the ACSI Executive Board, FHSAA Board of Directors, and as a Charter Member for Council for Educational Standards and Accountability. In 2010, Dr. Whitaker founded Neighborhood Charter School, seeking to support urban churches in establishing charter schools for severely disadvantaged students. He also serves as a Pastor for Ministry Development at the 14,000 member First Baptist Church of Orlando.
After completing his Bachelor degree at South Florida, Dr. Whitaker received a Master of Education from MidAmerica Nazarene University and a Master of Arts degree in Education from the University of Louisville. He also earned his PhD from the University of Louisville in Higher Education Administration. He is married to Tricia and has three marvelous children (Amanda, Stephen, and Caleb).
Todd founded Mosaic Wealth Management Group, Inc. in 1996 after attending the University of Central Florida and spending four years working for a privately owned Broker/Dealer. Today Todd leads a team of four other advisors, including three Certified Financial Planners, and a supporting staff that serve individuals and families in a multidisciplinary team approach. Beyond the walls of Mosaic Wealth, his life can be summed up in three words: husband, father and volunteer. His wife, Ashley, is his best friend and the mother of their three beautiful children, Morgan, TJ and Vinson. Todd serves on the Board of Directors for several organizations and ministries including University of Central Florida, Florida Baptist Children’s Homes and Man in the Mirror.
Mike began his career in financial services at Merrill Lynch in 1998. He joined UBS in 2008 with more than 20 years experience navigating the financial markets. He has works exclusively with affluent families, business owners and executives and the complex issues they face. During his tenure at Merrill Lynch, he had the opportunity to assist hundreds of advisors through one-on-one training and specialized workshops in institutional money management and legacy planning. Though Mr. Zizmer views his role as a primary financial advocate for his clients, he is a strong relationship builder. His goal is to help them build and preserve wealth. He received his BA in finance from Colorado State University and hold the Certified Financial Planner designation. He has successfully completed financial programs at both the Cannon Institute and Wharton School. In his spare time, Mr. Zizmer loves spending time with friends and family. He is an active member of his community, church and the boards of his children's schools.