Employee Directory

Investments and Wealth Management Department

Paul J. Vladem, CPA/PFS, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 138

Luana Mobley Corral, CFP®, CFS®, CLTC™, BFA™, CDFA™
Email: [email protected]
Phone: (954) 983-5600, Ext. 119

Evan Vladem, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 604

Shawn Wooden, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 151

Travis Ruane, MBA, AIF, QFOP
Email: [email protected]
Phone: (954) 983-5600, Ext. 161

Jacquel Missick, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 121

Daniel Dorman, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 130

Hezekiah Ross, Account Executive 
Email: [email protected]
Phone: (954) 983-5600, Ext. 145
Fax: (954) 987-7710

Danielle D. Martinez, MBA, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 154

Lystra Singh, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 125

Odot Hodges, Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 150

Akeliah Esson, Administrative Assistant
Email: [email protected]
Phone: (954) 983-5600, Ext. 122

Employer Sponsored Retirement Plan Services Department

Steven Fraidstern, CLU, ChFC, Partner
Email: [email protected]
Phone: (954) 983-5600, Ext. 134

Shawn Wooden, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 151

Travis Ruane, MBA, AIF, QFOP
Email: [email protected]
Phone: (954) 983-5600, Ext. 161

Jeff Zuckerman, Pension Consultant
Email: [email protected]
Phone: (954) 983-5600, Ext. 115

Tara Aspinall, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 131

Michael Fraidstern, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 140

Carrie Horowitz, MBA, Pension Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 118

Group Health and Benefits Department

Marc H. Weiss, RHU, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 137

Logan Mondshein, Benefits Practice Leader
Email: [email protected]
Phone: (954) 983-5600, Ext. 137

Liz McBride, Group Benefits Consultant
Email: [email protected]
Phone: (954) 983-5600, Ext. 163

Ivonne Gancedo, Sr. Account Executive
Email: [email protected]
Phone: (954) 983-5600, Ext. 113

Maggie Mercedes, Director of Claims
Email: [email protected]
Phone: (954) 983-5600, Ext. 128

Individual Life, Disability and Long Term Care Insurance

Marc H. Weiss, RHU, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 137

Paul J. Vladem, CPA/PFS, Partner, President
Email: [email protected]
Phone: (954) 983-5600, Ext. 138

Steven Fraidstern, CLU, ChFC, Partner
Email: [email protected]
Phone: (954) 983-5600, Ext. 134

Luana Mobley Corral, CFP®, CFS, CLTC, CDS
Email: [email protected] 
Phone: (954) 983-5600, Ext. 119

Evan Vladem, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 604

Shawn Wooden, Financial Advisor
Email: [email protected]
Phone: (954) 983-5600, Ext. 151

Travis Ruane, MBA, AIF, QFOP
Email: [email protected]
Phone: (954) 983-5600, Ext. 161

Jeff Zuckerman, Pension Consultant
Email: [email protected]
Phone: (954) 983-5600, Ext. 115

Maxine Bryant, Insurance Coordinator, Director of New Business
Email: [email protected]
Phone: (954) 983-5600, Ext. 127

Office Administration

Kathryn Sealey, Office Manager
Email: [email protected]
Phone: (954) 983-5600, Ext. 124

Isa Glasserman, Administrative Assistant 
Email: [email protected]
Phone: (954) 983-5600, Ext. 168