Business & Professional

Whether your goal is to grow your business, turn your care for the Jewish community into action or connect with industry leaders, do it by networking through the Jewish Federation of Broward County Business & Professionals Divisions.

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ADVISORS PHILANTHROPY INITIATIVE

The Advisors Philanthropy Initiative (API) is comprised of professional money managers, insurance, stock brokers, trust officers, CPAs, and attorneys.  

API creates partnerships within the professional community that have the ability to motivate potential donors. Our job is to educate our professionals on the work of the Federation, locally and globally. The objective is to secure planned gifts for the Jewish Community Foundation. Members of API are provided opportunities to connect with their colleagues, fulfill their continuing education requirements through seminars, as well as participate in social gatherings throughout the year. Advisors who secure planned gifts for the Jewish Community Foundation will become members of our Mitzvah Society and will be honored at our bi-annual Cocktail & Awards Reception.

Our Mission is Simple:

Promote philanthropic discussions and giving from clients of professional advisors to the Jewish Community Foundation of the Jewish Federation of Broward County and its beneficiary agencies.

Come Join Us:

Become an official member of Advisors Philanthropy Initiative (API) and help the Jewish Community Foundation promote philanthropic discussions and giving throughout our communities.

Reasons to Join:

Become more proficient at fulfilling the philanthropic needs of your clients 

Network with like-minded colleagues 

Spread philanthropy 

Educate professionals on the work of the Federation, both local and international, and its partner agencies and synagogues 

We Cannot Do This Alone:

Thank you to the following advisors who referred their clients to us and helped grow our foundation to the $115+ million that it is today.

Jeffrey A. Baskies
Howard N. Bienenfeld
Marvin T. Bornstein
Herbert Jay Cohen
Alan B. Cohn
Libo Fineberg
Adrienne Frank
Randy S. Friedlander
Jill Ginsberg
Gene K. Glasser
Adam Goldberg

Thomas O. Katz
Corinne R. Korn
Les S. Kushner
Christy Lambertus
Denise A. Lettau
Jack R. Loving
Bonnie S. Miller
Sheldon Polish
Jack Rosenberg
Richard B. Sabra
Myron Sandler
Jeffrey Saster

David B. Schulman
Sheri F. Schultz
Carl Schuster
Joseph L. Schwartz
David M. Scully
Barbara A. Shore
David A. Shulman
Eric W. Sulzberger
Leonard Suskind
Donald R. Tescher
Benjamin A. Tobias
Ricky J. Weiss

API CHAIR, MARC LOWELL

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Marc Lowell, CLU, ChFC Pres/CEO The A.I.D. Group | Financial, Estate, Investment, Insurance, Planning/Co-Founder NYSE Financial Services Co.

  • University of Florida BSBA Finance
  • 2-year President of the West Broward Estate Planning Council (2018-2020)
  • Co-founder of National Financial Partners (NFP) Member Firm (NYSE IPO 2003)
  • Educator for Continuing Education in Florida for CPA’s (CPE), Attorney’s (CLE) and Insurance Advisors (CE)
  • Selected to appear in the 2020 Top 100 People in Finance Magazine
  • Specialist in Estate and Income tax mitigation strategies
  • Expertise with HNW Wealth Management
  • Founder The A.I.D. Group and its Member Firms - A.I.D. Wealth Management, Advisors Insurance Design, and The 401kompany
  • Member of multiple charitable and industry specific Boards of Directors
  • Public speaker for professional’s business development training
  • South Florida business leader for over 33 years

API Lunch & Learn Webinars

We are proud to share our API Lunch & Learn recorded webinars for additional learning opportunities. 

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Jonathan Zucker Vice President, Senior Donor Relationship Manager

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Our Mission:

JNet’s mission is to foster a local network of Jewish professionals that are committed to making an impact through their support of the Jewish Federation of Broward County.

What We Do:

JNet’s members reflect professionals in a variety of fields and industries. They share a sense of commitment to the Jewish community in Broward, Israel and around the world.JNet provides opportunities for networking, learning from top thought leaders from a myriad of fields and professional and personal development. Each member has the opportunity to make an immense impact through their social investment in the Federation Annual Campaign.

 

A minimum gift of $1,000 to the Jewish Federation of Broward County Annual Campaign enables members to:

- A series of 2-4 JNet breakfasts/lunches with members and special guest speakers

- Invitation to Federation’s annual Community Campaign Celebration, including Exclusive Pre-Reception (couvert not included)

- Invitation to JNet’s main annual event (couvert not included)

- Invitation to all Schmooze & Booze events

- Opportunities to go on exclusive site visits of new local businesses and projects.

- Mentoring opportunities with leaders in our community

 

In addition to the minimum gift, JNet members are encouraged to:

Learn about the Jewish Federation of Broward County as well as the Jewish Community Foundation, participate in Federation events, become an advocate for Jewish Federation of Broward County in your personal and professional networks.

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Jonathan Zucker Vice President, Senior Donor Relationship Manager

WOMEN'S EXECUTIVE CIRCLE

The Women's Executive Circle (WEC) of the Jewish Federation of Broward County will exercise the collective clout of Broward County's preeminent Jewish women business and professional leaders to empower the women of tomorrow and employ high-impact philanthropy to strengthen our community today. We welcome the participation of accomplished corporate, entrepreneurial, and professional women who want to make a difference. The WEC represents a view from the top of Broward County's corporate, entrepreneurial and professional world, and each member benefits from the stimulating and supportive relationship she develops. Within this network, peers share best practices, create new ways of collaborating, and explore the balance between personal and professional priorities. WEC members employ innovative mentoring techniques to help mold the next generation of business leaders – mentoring each other, making lasting friendships and business relationships, all while strengthening the Broward Jewish community.

WEC Directory
Lori Adelson

Lori Adelson, Esq.

HR Law Consulting & Employment Mediation

HR Law PRO  
401 East Las Olas Blvd, Suite 1400
Fort Lauderdale, FL  33301
Phone: (954) 302-8960  
Lori@hrlawpro.com

My Philanthropic Passion is Tikun Olam.

Hobbies/Interests
Travel, food and wine, water activities and live music

Lauren Alperstein2

Lauren Alperstein, Attorney

Marital and Family Law

Boies Schiller Flexner
2435 Hollywood Blvd
Hollywood FL  33020
Phone: (954) 924-0300  
LAlperstein@BSFllp.com

My Philanthropic Passion  is supporting children and the elderly

Hobbies/Interests
Family time, community relations, politics, theater & concerts, reading, movies, traveling and shopping

Heather Barraza

Heather Barraza, CFO

Jewish Federation of Broward County  
5890 S Pine Island Road
Davie, FL  33328
Phone: (954) 252-6921  
HBarraza@JewishBroward.org  

My Philanthropic Passion Passions are Jewish children, family engagement and education

Hobbies/Interests
Family time, community relations, politics, theater & concerts, reading, movies, traveling and shopping

Lori Ben Ezra

Lori Ben-Ezra, Ph.D.

Lori Ben-Ezra and Associates
4700 Sheridan St, Suite J
Hollywood, FL  33021
Phone: (954) 641-8700
Shrinkmomfl@yahoo.com 

My Philanthropic Passion is Jewish Continuity.

Hobbies/Interests
Reading, working out, playing MaJong

Stephanie Cypkin

Stephanie Cypkin, COO

The Plaintiff Law Group
501 E Las Olas Blvd, Suite 347
Fort Lauderdale, FL  33301
Phone: (954) 326-1231
Stephanie@ThePlaintiffLawGroup.com 

My Philanthropic Passion are strengthening & advancing Jewish life, women’s equality and wildlife rescue.

Hobbies/Interests
Reading, movies, theater, hiking, traveling, mindfulness and the beach

Lea Salama DiMitri

Lea Salama DiMitri, Attorney

U.S. Immigration

Behar Law Group
888 SE Third Avenue, Suite 400
Fort Lauderdale, FL 33316
Phone: (954) 524-8888
Lea@EB-5Lawyers.com

My Philanthropic Passion are Jewish Federation’s Latin Initiative and Scheck Hillel Community School

Hobbies/Interests
Reading, traveling, cooking.

Ellen Fischer

Ellen Fischer

Realtor

Better Homes and Gardens Florida 1st
2139 Imperial Point Drive
Fort Lauderdale, FL  33308
Phone: (954) 557-8879  
EllenFischerRealtor@gmail.com
www.EllenFischerRealtor.com

My Philanthropic Passion are PJ Library, Food Bank, Rack Pak

Hobbies/Interests
Walking, hiking, biking, kayaking, jewelry making, weaving

Gail Fisher

Gail Fisher, P.L.

Attorney

Law Offices of Gail M. Fisher, P.L.
8551 W. Sunrise Blvd, Suite 300
Fort Lauderdale, FL 
Phone: (954) 315-1169
Gail@LawOfficesGailFisher.com

My Philanthropic Passion are Justice and Fairness

Hobbies/Interests
Travel

Adrienne Frank

Adrienne Frank

Certified Financial Planner Practitioner

Frank & Levy Wealth Management Group, UBS Financial Services
401 E. Las Olas Blvd, Suite 2300
Fort Lauderdale, FL   33301
Phone: (954) 290-8545
AdrienneFrank@comcast.net

My Philanthropic Passion are Adults with disabilities; at risk seniors

Hobbies/Interests
Tennis, fitness training, travel and cooking

Alona Geysman

Alona Geysman, Director

Women’s Executive Circle

Jewish Federation of Broward County  
101 NE 3rd Ave, Suite 1500
Fort Lauderdale, FL  33301
Phone: (954) 252-6945  
AGeysman@JewishBroward.org  

My Philanthropic Passion are people and animals in need

Hobbies/Interests
Travel, food & wine and the environment

Heather Gilbert

Heather Gilbert

Vice President, Marketing

Angiology Corporation of America
6986 Clarksville Pike
Joelton, TN  37080
Phone: (615) 400-1773
Heather.Gilbert@Angioscreen.com

My Philanthropic Passion are Jewish Federation of Broward County, David Posnack, AIPAC, Temple Kol Ami Emanu-el, PJ Library, JAFCO, Making Mitzvah Memories, enriching lives and connecting people

Hobbies/Interests
Exercising, traveling and bike riding

Jacqueline Gillman

Jacqueline Gillman

Real Estate Professional and Financial Advisor

Gillman Homes
2395 Pheasant Lane
Weston, FL  33327
Phone: (954) 557-0218  
JGillman18@gmail.com

My Philanthropic Passion are women, children and Israel

Hobbies/Interests
Traveling, reading [at the beach], orchids, cooking/baking and being with my family

Jill Ginsberg

Jill Ginsberg

Board Certified Elder Law Attorney and Senior Partner

Ginsberg Shulman, PL
401 E Las Olas Blvd, Ste 1400
Fort Lauderdale, FL  33301
Phone: (954) 332-2310
Jill@GinsbergShulman.com

My Philanthropic Passion as the Board Chair-Elect of Meals on Wheels, is to make sure no one goes hungry, collecting art from local and emerging artists; supporting museums, local galleries, and artist collectives.

Hobbies/Interests
Studying Wine (I have a Level 2 WSET Degree), being outdoors, dog rescue

Randi K. Grant

Randi K. Grant

Retired CPA CFP Taxation and Personal Financial Planner

*WEC Founding Chair

Randi K. Grant
3132 NW 84th Ter
Cooper City, FL  33024
Phone: (954) 383-4320
RandiKGrant@gmail.com

My Philanthropic Passion are women and girls

Hobbies/Interests
Books, theater, learning and people

Sheryl Greenwald

Sheryl Greenwald, President

Sam Berman Charitable Foundation
19925 NE 39 Pl, Suite 203
Aventura, FL  33180
Phone: (305) 588-0751 
SGSBCF@gmail.com

My Philanthropic Passion are helping women and children

Hobbies/Interests
Volunteering, the beach, canasta, photography and tennis

Bette Hochberger

Bette Hochberger, CPA, CGMA

Bette Hochberger, Inc.
3980 N 42nd Ter
Hollywood, FL  33021
Phone: (954) 235-6339  
Bette@BetteHochberger.com 

My Philanthropic Passion are women, children and Israel

Hobbies/Interests
Stage combat/sword fighting, cosplay, crochet, sewing, science fiction

Sandi Jarrett

Sandi Jarrett, Manager

Kaufman, Rossin & Co, PA
100 SE 3rd Avenue, Suite 2400
Fort Lauderdale, FL  33394
Phone: (954) 566-4400
SJarrett@KaufmanRossin.com

My Philanthropic Passion are helping children and the elderly

Hobbies/Interests
Reading, hiking and running

Helen Karpel

Helen Karpel, General Manager

The Club at Boca Pointe
7144 Boca Pointe Drive
Boca Raton, FL  33433
Phone: (954) 294-3841
HLKarpel@yahoo.com

My Philanthropic Passion are Judaism, Israel and health.

Hobbies/Interests
Reading, exercising and spending time with family & friends

Lisa Lader

Lisa Lader, PA

Real Estate Broker & Developer Sales Executive

Solemar Beach & Auberge Beach Residences
Related Realty
1116 N Ocean Blvd
Pompano Beach, FL  33062
Phone: (305) 331-0039  
Lisa@SolemarBeach.com

My Philanthropic Passion are supporting women and children

Hobbies/Interests
Biking, walking, jogging, tennis and water sports

Carol Lasek

Carol Lasek,

Co-Founder & Managing Partner

Bienenfeld, Lasek & Starr, LLC
1000 Corporate Dr, Suite 600
Ft Lauderdale, FL  33334
Phone: (954) 689-9484  
CLasek@blsfinancial.com

My Philanthropic Passion are activism and advocacy for aging in a place of dignity, safety and health for senior citizens, Jewish education and safety for children and benefits for US Veteran’s (I’m a daughter of a WWII POW)

Hobbies/Interests
Orchids, butterfly gardens and spending time with my family

Denise Lettau

Denise Lettau

Attorney/Advisor

Secured Futures Pooled Trust Company
2875 NE 191 St, Suite 500
Aventura, FL  33180
Phone: (954) 296-0493  
DLettau@SecuredAlliance.org

My Philanthropic Passion are all things related to improving the lives of women and girls.

Hobbies/Interests
Yoga and reading

Karen Levy

Karen Levy

Private Mortgage Banker

Wells Fargo Private Bank
350 Las Olas Blvd, 19th Floor
Fort Lauderdale, FL  33301
Phone: (917) 734-4010 
Karen.Levy@WellsFargo.com

My Philanthropic Passion are cat and dog rescue, neglected pets, breast cancer/all cancer, Alzheimer’s, and helping under-privileged women and children in the community

Hobbies/Interests
Golf, biking, running/walking and travel

Leslie Linevsky

Leslie Linevsky, President

International Sales and Marketing Consultant

Share America, Inc.  
2735 Hackney Road
Weston, FL  33331
Phone: (954) 649-1432  
Leslie.Linevsky@ShareAmerica.com

My Philanthropic Passion are Judaism, elderly, Israel, fighting hunger and women’s equality.

Hobbies/Interests
Gourmet cooking, travel and exercising

Elissa Mogilefsky

Elissa Mogilefsky

Retired Trust Consultant for Raymond James Trust Company

*WEC Founding Chair

5100 Dupont Blvd, Unit 5A
Fort Lauderdale, FL, 33308
Phone: (954) 629-4870
EMogil43@gmail.com

My Philanthropic Passion are advancing Jewish life, programs for the elderly and those in dire need, women’s rights, fighting hunger and concern for our environment.

Hobbies/Interests
Golf, visiting museums and galleries, travel, reading, live performances, meditation, Mah Jong, good restaurants

Kristina Olsen Madden

Kristina Olsen Madden

Financial Advisor

Morgan Stanley Wealth Management
2400 E Commercial Blvd, Suite 1200
Ft Lauderdale, FL  33308
Phone: (646) 388-1440
Kristina.Olsen@MorganStanley.com

My Philanthropic Passion are Nat King Cole’s Generation Hope and Jewish Federation of Broward

Hobbies/Interests
Yoga, tennis, golf and Zumba

Robbin Newman

Robbin Newman

Managing Member/ Commercial and Luxury Residential Real Estate

Newman Law Office, P.L.
7700 Congress Ave, Suite 3100
Boca Raton, FL  33487
Phone: (954) 817-5511
RNewmanAtty@gmail.com

My Philanthropic Passion are Women of Tomorrow Mentor & Scholarship Program (mentor and national board member), Jewish Women's Foundation

Hobbies/Interests
Golf, Broadway theater, collecting antique dinnerware, cooking

Nikki Packer

Nikki Packer, Vice-President

Senior Philanthropic Specialist Fort Lauderdale/Miami

Wells Fargo Private Bank
350 East Las Olas Blvd, 19th Floor
Ft. Lauderdale, FL 33301
Phone: (954) 712-3746
Nikki.Packer@WellsFargo.com

My Philanthropic Passion are Israel, Hunger, Jewish camping, March of the Living

Hobbies/Interests
Going to the beach, walking, reading, watching my kids play sports, The Grateful Dead

Elsa Rozenberg

Elsa Rozenberg

Real Estate Consultant- Commercial and Residential

Keller Williams Realty
3301 N University Dr, Suite 120
Coral Springs, FL  33065
Phone: (954) 918-3785
Elsa@ElsaRozenberg.com

My Philanthropic Passion are empowering women, be mindful about our Jewish identity and defend it again anti-Semitism.

Hobbies/Interests
Traveling, discovering other cultures, reading, movies/shows, food/wine...in two words: enjoying life!

Stephanie Saunders

Stephanie Saunders, Director

Marketing and Business Development

United Claims Specialist
520 NW 165th St Suite #110
North Miami, FL 33169
Phone: (305) 563-0404
Stephanie@ucsfl.com  

My Philanthropic Passion are community housing assistance, natural disaster preparedness & response, animals in need

Hobbies/Interests
Group exercise classes, yoga, volunteering, gourmet cooking, travel, event hosting

Sheri Fiske Schultz

Sheri Fiske Schultz, CPA

Forensic Accounting and Business Valuations

Fiske and Company  
1000 S Pine Island Road, Ste 440
Plantation, FL  33324
Phone: (954) 236-8600 
Sheri@fiskeco.com  

My Philanthropic Passion are the elderly and women in need.

Hobbies/Interests
Snow skiing, traveling and reading

Nicole Shacket

Nicole Shacket

Insurance Litigation Group, P.A.
1500 NE 162nd St.
Miami, FL  33162
Phone: (321) 303-9594  
Nicole@ILGPA.com

My Philanthropic Passion is the Jewish Women’s Foundation of Broward County

Stacy Silver

Stacy Silver, President

Silver Hospitality Group  
2420 Deer Creek Road
Weston, FL  33327
Phone: (954) 305-0747  
SSilver@SilverHospitalityGroup.com  

My Philanthropic Passion are helping others find the best in themselves and connect with those who can assist them.

 

Sherryl Steinberg

Sherryl Steinberg,

Director of Development

Donna Klein Jewish Academy
9701 Donna Klein Blvd
Boca Raton, FL  33428
Phone: (561) 504-0600  
SherrylFS@gmail.com

My Philanthropic Passion are Jewish education, Israel and Jewish life

Hobbies/Interests
Spinning, cycling, exercise, traveling, theater, movies and reading

Gaby Thierer

Gaby Thierer

CEO & Founder

The Corporate Graphic Center
5400 S University Dr, Suite 208
Davie, FL  33328
Phone: (954) 588-7711
GabyB@TCGCenter.com

My Philanthropic Passion are to make the world a better place and leave a mark

Hobbies/Interests
Travel & Learn

Cindy S. Vova

Cindy S. Vova, P.A.

Managing Shareholder

Law Offices of Cindy S. Vova, P.A.
8551 W Sunrise Blvd, Suite 301
Plantation, FL  33322
Phone: (954) 316-3496  
CindyVova@VovaLaw.com  

My Philanthropic Passion are supporting children’s charitable organizations; Godparent with JAFCO

Hobbies/Interests
Raising orchids, travel, cooking, wine, reading historic fiction and non-fiction

Susan Weisman

Susan Weisman, CFO

Accounting and Finance

Finance and Strategic Consultants, LLC  
600 W Las Olas Blvd. Suite 2001
Fort Lauderdale, FL  33312
Phone: (954) 236-8600  
Susanwcpa@aol.com  

My Philanthropic Passion are helping others through hands-on projects, as well as, supporting the Federation in financial areas.

Hobbies/Interests
Travel, photography, yoga, meditation and boxing

Women's Executive Circle Co-Chairs:

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Sheri Fiske Schultz has been involved with the Jewish Federation of Broward County for many years. She has served in numerous leadership roles on the Federation Board of Directors, Foundation Board of Trustees, Women's Philanthropy, Advisors Philanthropy Initiative (API) and she is a proud Lion of Judah. Sheri is currently serving as the Chair of Women's Executive Circle. She says, that "one of my favorite things is to come together with like-minded women who want to make a difference and better the lives of others."

Outside of her leadership roles, Sheri brings over 30 years of experience to her clients, offering both professional expertise and practical insight toward business valuations and litigation support services. In addition to being a licensed CPA, Sheri holds the designation of Accredited in Business Valuation and is Certified in Financial Forensics by the American Institute of Certified Public Accountants. Sheri joined Fiske & Company in 1990 and is now Managing Partner of the firm.

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Jacqueline Gillman is co-chair of the Women’s Executive Circle of Jewish Federation of Broward County.  Jacqueline’s involvement with the Jewish Federation began in the 80s with the Young Leadership Council of Miami Jewish Federation, where she was an active member and joined several missions to Israel; her favorite being Mission 1000. Giving back has always been important to Jacqueline and it shows as she has always been involved with many organizations. Currently, she is also on the Board of Temple Dor Dorim and Sisterhood Co-President,  is a board member of the Rotary Club of Weston and the Rotary Club of Weston Foundation, and a member of several others.

In addition to philanthropy, Jacqueline’s passion is her family; her 3 adult children, Daniel, Michal, and Sarah, and her husband, Henry. Being with them on staycations and vacations is her ultimate “why”. Professionally, she is a REALTOR® with Coldwell Banker Realty in Weston, FL, and brings with her a financial background of banking, trusts, and financial planning.

Alona Geysman

Alona Geysman Eastside Community & Women’s Executive Circle Director