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Leadership
 | President
Daniel Tasciotti CFP, ChFC, CLU
Tasciotti Financial
(305) 599-9937
Dan@tasciottifinancial.com
|  | 1st Vice President
David S. Berezin CPA
David S. Berezin, CPA
305) 661-2877
david.berezin@berezincpa.com
|  | 2nd Vice President
Patrick J. Lannon Esq.
Patrick J. Lannon P.A.
(786) 207-4525
plannon@lannon-law.com
|  | Secretary
Barry A. Givner
First National Bank of South Miami
(305) 662-5425
bgivner@fnbsm.com
|  | Treasurer
Cathy Pareto CFP
Cathy Pareto & Associates, Inc.
(305) 648-9814
info@cathypareto.com
|  | Immediate Past President
Debra Gauthier CTFA, CFP
Wells Fargo Bank, N.A.
(305) 789-4621
debra.gauthier@wellsfargo.com
|  | Board of Directors
Susan Menendez Cahill CPA
GenSpring Family Offices
(305) 728-3822
susan.cahill@genspring.com
|  | Board of Directors
Sharon Quinn Dixon
Stearns Weaver Miller Alhadeff & Sitterson, P.A.
(305) 789-3503
sdixon@stearnsweaver.com
|  | Board of Directors
Donald A. Kress
Northern Trust, NA
(305) 789-1373
dak2@ntrs.com
|  | Board of Directors
Paul D. Landrum
Florida International University
(305) 348-2676
plandrum@fiu.edu
|  | Board of Directors
Howard B. Lucas CPA
Goldstein Schechter Koch
(305) 442-2200
howard.lucas@gskcpas.com
|  | Board of Directors
Charles Bennett Sachs CFA, CFP
(305) 401-4041
csachs@charlessachs.com
|  | Board of Directors
Adam Schucher Esq.
Perlman, Bajandas, Yevoli & Albright, P.L.
(305) 377-0086
adam@pbyalaw.com
|  | Board of Directors
Adam Weirich
AXA Advisors
(305) 670-4664
adam.weirich@axa-advisors.com
| | Administrative Assistant
Stephen Wright
Estate Planning Council of Greater Miami
admin@epcmiami.org
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