Banco Popular de Puerto Rico

Dr. Rehl is a leading authority on the subject of widows and financial planning. She is frequently invited to give presentations across the country on this topic—both to women’s groups and to professionals who assist widows. She has appeared on national television. Kathleen also speaks about charitable and legacy planning in addition to other special topics.\n She is an educator at heart, stemming from her prior work as a university professor years ago. These days her “classrooms” have expanded far beyond college walls to include conference centers, women’s circles, professional meeting facilities, non-profit organization headquarters, internet webinars and podcasts, congregations, and more.\n From her personal grief experiences as a widow, Kathleen’s life purpose evolved—helping other widows to feel more secure, enlightened and empowered about their financial matters. She is passionate about helping her “widowed sisters” to take control of their financial future.\n Kathleen was motivated to write Moving Forward on Your Own: A Financial Guidebook for Widows after her husband’s death. She and her book have been featured in almost three dozen popular magazines, newspapers and professional journals. These include The New York Times, Wall Street Journal, Kiplinger’s, AARP Bulletin, U.S. News & World Report, Consumer Reports, Investment News, and many others. The guidebook has received 7 national awards.\n Kathleen and her staff have provided comprehensive, life-centered financial planning for clients since 1996. She was previously named as one of the country’s 100 Great Financial Planners by Mutual Funds magazine. To devote more time to writing and speaking activities, Kathleen closed her practice to new clients some time ago.\n

\n\n\n\nUntitled Document\n\n\n\nWhen planned or unplanned life-changing events occur—such as receiving an inheritance, selling a business, retiring, or, sadly, losing or divorcing a spouse—individuals often are faced with sorting through emotional uncertainty while simultaneously having to address complex financial decisions. I have spent more than 16 years helping my clients manage change, successfully navigating to the next chapter of their lives.\n My wellness background, having worked as a licensed\/registered dietitian prior to transitioning to financial services, greatly influences my practice today. That background, combined with more formalized training in financial transitions planning at The Sudden Money® Institute, enables me to focus on the wholeness of my clients’ lives. I offer each client an environment of respect, dignity and attentive service. But what clients most appreciate about working with me is the compassion I show for their well being and diligence in designing compelling, lasting solutions during a chaotic time in their lives.\nProfessional Accreditations\/Education \n\n Series 65-NASAA Uniform Investment Advisor Law Examination \n Certified Wealth Strategist®, Practitioner (CWS®)\n Long Term Care Professional (LTCP)\n University of Central Florida, post graduate studies in financial planning, healthcare administration and risk management\n University of Tennessee, Knoxville, B.S., cum laude, dietetics and nutrition science\n\nIndustry Involvement \n\n Advisor with The Sudden Money® Institute\n Member, Financial Planning Association; Society of Financial Services Professionals; Society of Certified Senior Advisors and American Association of Long Term Care Professionals\n Fellow, SunBridge Legacy Builder Institute\n\nUp Close\nPreviously served as Principal and Chief Compliance Officer for FMR Wealth Management, LLC , a State of Florida Registered Investment Advisory Firm, and as Vice President of Financial Management Resources, Inc.\n Member, Florida Executive Women’s Association; Winter Park Chamber of Commerce and Women’s Executive Council\n Executive Board, Treasurer, Central and North Florida Alzheimer’s Association\n Alumna, Class X, Leadership Winter Park\n Served for 19 years in Florida as a registered and licensed dietician\/nutritionist, specializing in critical care nutrition, and as Administrative Director of Hospital Nutrition Services\n Enjoys gourmet cuisines, wine tasting, bicycle riding, fitness activities and travel\n Florida native, from Miami, the second of six siblings\n Joined Sequoia in 2011\n\n\n\n

\n\n\n\nUntitled Document\n\n\n\n\n\nEllen Siegel is a Certified Financial Planner practitioner and, since 2004, the  president and owner of Ellen R. Siegel & Associates, a fee-based financial planning firm in Miami, FL.  She has been a financial planner and a financial educator for over three decades.\nEllen has taught at the University of Miami Continuing Studies, Nova Southeastern University, and the American College.  She served on the committee creating the credentialing exam for the CFP® designation, as well as the job analysis task force for the national Certified Financial Planner Board of Standards.\nEllen holds a Masters degree in Social Psychology from Goddard College.  She is a FINRA licensed registered representative with LPL Financial, LLC, and is a Florida licensed life, health, and variable annuity insurance agent. \nShe sings in the Temple Beth Or choir and serves on the board of the South Florida National Park Trust.  She is a past board member of the Girl Scout Council of Tropical Florida, the Miami Financial Planning Association, the Miami Association of Insurance and Financial Advisors and the Miami Chapter of the Society of Financial Service Professionals.  She is a founding member of the Miami Women in Insurance and Financial Services.\nAn enthusiastic outdoors lover, she is an active volunteer park ranger in Everglades National Park, leading canoe and hiking adventures for adults and children.  At home, she enjoys entertaining friends, having fun with her menagerie, and reading Grisham novels. \n

\n\n\n\nUntitled Document\n\n\n\n\n\nSharon has a financial practice in Dunedin, FL with a primary focus on retirement planning. She helps clients better understand what adjustments may be needed for a secure retirement so they can continue to enjoy the lifestyle they have today throughout their lives. She has been in financial services for 10 years and associated with Lincoln the past six years. \n Her prior work includes ownership of a small software development company and working for AT&T as an Account Executive and National Account Manager.  She is a graduate of the University of Oklahoma’s College of Business.\n Sharon has been married for 30 years and has two young adult children who also live in the Tampa Bay area. \n

\n\n\n\nUntitled Document\n\n\n\n\n\nMari Adam is founder and President of Adam Financial Associates, Inc., a personal financial advisory firm in Boca Raton, Florida registered with the Securities and Exchange Commission as a Registered Investment Advisor. The firm has offered fee-only investment advisory and financial planning services since 1995, and specializes in providing expert and objective advice to women and clients nearing or in retirement.\n Mari has been practicing as a CERTIFIED FINANCIAL PLANNER (CFP®) for over twenty years. She is a Chartered Retirement Planning Counselor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 through 2008. She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance, Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.\n Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with what is now Wells Fargo in Fort Lauderdale, Florida and BB&T in the Washington, D.C. area. She began her career as a Foreign Service Officer with the United States Department of State, completing several overseas and domestic assignments. Mari now lives in Boca Raton, Florida with her two children, ages 17 and 20.\n She holds a B.A. from Claremont McKenna College in California, continued her post-graduate studies at the Institut d’Etudes Politiques in Paris, and earned an M.B.A. specializing in International Finance from George Washington University in Washington D.C. She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida.\n Mari’s particular interest is helping women address their special financial and retirement needs. As a divorced mother of two, Mari has experienced firsthand the challenges of juggling children, family, career and community commitments. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is a member of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California. \n

Katie’s primary responsibilities as Product Manager is the long-term planning and execution of the Raymond James advisor website and social media offerings. Specific to social media, Katie was on the project team that made the social media vendor selection and implemented the launch of social media to Raymond James advisors. Katie has over 5 years of digital marketing experience from both the corporate and agency sides. She is knowledgeable in general web marketing best practices, search engine optimization and social media. She has a B.B.A from Southern Methodist University and an M.B.A. from the University of South Florida.

As National Sales Manager for SourceMedia’s Research and Marketing Services Group, Rob is responsible for building new customer relationships and delivering innovative, results driven marketing solutions for those customers.\n\nWith over 25 years in sales and sales leadership roles, Rob has built and managed high performance sales teams at both large and small companies. Beginning in 1990, Rob held several leadership roles at Thomson Financial (now Thomson Reuters) including Managing Director of First Call Europe (1993 – 1996). Rob left Thomson in 1998 as the Executive Vice President responsible for Global Broker Relations. Many of Rob’s accomplishments are the result of introducing new and innovative technologies for start-up companies such as IntraLinks, Avistar Communications and ELSAG Law Enforcement Systems.new companies, working with new technologies, building new markets.\nRob has a Bachelors of Arts degree in Economics from State University of New York at Cortland.

Sherrill Mane was appointed the IAB’s first SVP of Industry Services in November, 2007. She leads the IAB in two major areas: complexity and cost reduction; and industry growth. Working with agencies, publishers, and third party vendors, Ms. Mane is charged with increasing operational effectiveness within the interactive advertising supply chain. She is responsible for numerous IAB industry initiatives including spearheading agency relationships and overseeing the development of growth-oriented research for the interactive industry. Previously, she spent 14 years at Turner Broadcasting Sales, holding a variety of senior advertising sales support positions for the News division, most recently as SVP Market Strategy. Earlier in her career she held diverse positions at Nielsen Media Research and Group W Satellite Communications.\nSherrill’s areas of expertise include ad sales marketing strategy and collaterals development, and primary and secondary research for TV and the web. In her various roles, she has facilely moved from data development to interpretation to insights using audience and general consumer data as well as marketplace intelligence to generate strategies and positioning for multiple media business needs.\nMs. Mane holds a B.A. in Sociology with a minor in Psychology from the Hebrew University of Jerusalem, Israel. Her graduate studies focused on the social psychology of mass media. Ms. Mane’s graduate work was the basis for two published academic papers on the social construction of reality and media.