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