Advisory Board Members

The Reverand Michael Aitcheson is the senior pastor and planter of Christ United Fellowship (PCA) and is the co-host of The Gospel Coalition´s podcast As In Heaven.

He received the B.S in Social Work from the University of Kentucky where he played football on scholarship from 2002-2006. He has served in several ministry capacities since 2004 and completed the Master of Divinity at Reformed Theological Seminary, Orlando in 2011. Mike was ordained a PCA Teaching Elder in 2013.

Mike and his wife, Lucy, are Family Life Weekend to Remember retreat speakers. They live in Orlando with their four daughters.

Mike is the managing partner of Batts Morrison Wales & Lee, P.A., a national CPA firm dedicated exclusively to serving nonprofit organizations and their affiliates across the United States.  Mike has more than 30 years of experience serving hundreds of nonprofit organizations in a variety of ways.  He has served on and chaired the boards of nonprofit organizations, both nationally and locally.  Mike is a former board member and chairman of the board of ECFA, an organization that accredits Christian organizations in the areas of board governance and financial integrity.  He advises nonprofit organizations on matters related to board governance, financial oversight, tax compliance and strategy, risk management, corporate structure, international activities, and related topics.  Mike has actively engaged in nonprofit legislative matters at the federal and state levels.  He served as chairman of the Commission on Accountability and Policy for Religious Organizations, a national legislative advisory commission convened to address tax policy recommendations for Congress, the Treasury Department, the nonprofit sector, and the giving public.  Mike has authored several books covering a variety of topics important to nonprofit organizations, including books addressing board member responsibilities, financial administration, and unrelated business income.  Mike’s newest book is entitled Nonprofit Finance: The Field Guide for Financial Operations of Ministries, Schools, and Other Public Charities (Christianity Today, 2021). Mike is a summa cum laude graduate of Stetson University, where he studied accounting.  He received state and national recognition for scoring the highest in the state on the Florida CPA examination.

Steve is a Board Certified Real Estate Attorney who handles commercial and residential property transactions. He consistently helps new and established businesses find ways to enhance their market share, navigate legal obstacles, and protect their interests. He likewise helps individuals and families plan for their respective futures to reduce taxes, preserve wealth, and transition to the next generation.

Scott is a Co-Founder of Fulcrum Partners, LLC, A OneDigital Company, and runs the Orlando office. Over his 30+ year career, he has specialized in the efficient funding of executive benefit liabilities for corporations and estate tax liabilities for wealthy families. His expertise is in the strategic integration of compensation and benefits for the top talent at medium-to-large companies. He also consults with medium-to-large private companies on business succession and ownership transition challenges. Joanie stayed at home to raise their two sons. Scott and Joanie are both volunteers in various Kingdom-building activities. In addition to serving with Scott in various ministries, Joanie has been in leadership with BSF for 20+ years.

Kyle Cousins serves as the Area Director for Mission Increase Orlando. Having spent the last 10 years in the marketplace, he has worked in roles related to leadership and team development, in addition to sales and marketing. Kyle earned his Bachelor of Arts in Business from Calvin College and a Master of Arts in Biblical Studies from Moody Theological Seminary. Kyle’s passion is to study God’s Word, to practice it, and teach its truths to others (Ezra 7:10). His desire is to see the love of Christ and the message of His Gospel spread throughout Orlando and Central Florida. Kyle his wife, Heather, and their two girls, Josie and Aubrin, reside in Orlando.

Charlie received his undergraduate degree in Economics from Rollins College (1987), his Juris Doctorate from Cumberland School of Law of Samford University (1990), and his L.L.M. in Taxation from the University of Miami School of Law (1991).  He practices predominately in the areas of Taxation and Estate Planning; Probate and Corporate and Business Law.  He is licensed to practice law in the states of Florida and Georgia.  Mr. Cramer is a Partner with the Orlando law firm of Cramer, Price & de Armas, P.A.

Sean Cuda is the Chief Financial Officer at Regal Marine Industries based in Orlando, Florida. Previously, Sean was the Chief Financial Officer at Star Asset Security and also held positions at Sun Gro Horticulture, Cuda Capital. Sean received a Bachelor and master degree from University of Florida.

Rick is married to his high school sweetheart for 48 years. Rick enjoyed a 25-year law career followed by 13 years as a business owner. He has served the community as President of Downtown Development Board, Orlando Utilities Commissionand the University Club. Mr. Fletcher has also served as Trustee of the Dr. Phillips Charities, Founder of First Lifecrisis pregnancy center, a Founding Director of Grace Medical Home, Director of Man in the Mirror Ministries, current Director of Mission Emmanuel, and  Chairman of the Trustees and teacher at First Baptist Orlando.

Zack is the Managing Director of the Orlando, Florida office of Ronald Blue Trust. As a Certified Financial Planner practitioner, Mr. Fulmer is responsible for leading client relationships and coordinating the expertise necessary to effectively meet his clients’ needs. Through objective advice and counsel, he helps individuals and families plan purposefully and comprehensively for the use of their wealth.

Carla Hardy, an experienced private family business owner and corporate board director, is actively engaged in the Orlando community including Grace Medical Home Inc with her husband, W. Marvin Hardy IV. They have three children.

Helping people attain financial independence is what attracted David to the financial services industry. It is that passion that drives every decision he makes as he helps families bring together all of the pieces of their financial lives. David’s dedication to helping others is not limited to the clients that he and his team serve. As a Cannon Financial Institute instructor, he coaches and trains other financial professionals throughout the industry, striving to help them become better at serving the needs of their clients. He does this by following a philosophy he calls “helping others help others.”

David and his team founded Integrated Wealth Solutions of Raymond James in 2008. Before founding IWS, David worked at several prominent wealth management firms. He has built a successful career as a distinguished advisor and thought leader throughout the industry.

In 2008, David founded a men’s ministry called IronMen of God™. IronMen exists to help men integrate and live out their faith in two primary areas of life (Family and Work). Over the years, IronMen has partnered with various ministries to create both local and global impact. These ministries include Be Strong Global™, Life without Limbs™, Sleep in Heavenly Peace, Prince of Peace Guatemala, Got Your Six, The Hope Center, and Dream Center.

Originally from Miami, David resides in Winter Garden, Florida. His passions beyond the world of finance include his faith, family, and various nonprofit causes. David has been married to his “bride” for 30 years and has two grown daughters.

Tami Kaiser provides human resource development consulting services to nonprofits. She also serves as a coach and on the board of Lifework Leadership-Orlando; as a volunteer leader and learning coach for Women Doing Well; as secretary of the board of trustees of The Heart of the City Foundation; and on the advisory boards of Samaritan Village and of The Collaborative, a faith and work initiative of First Presbyterian Church.

A 35+ year human resources executive focused on leadership development, she retired from Darden Restaurants, where she led people development for Red Lobster. She also had many years in the hotel industry leading human resource development for Embassy Suites, Hampton Inn, Homewood Suites,  Holiday Inn and Harrah’s Entertainment. She and her husband, Jim, are active members of First Presbyterian Church of Orlando where Tami serves as a ruling elder. She is from Aurora, IL, and holds an undergraduate degree from Miami University and a master’s from the University of Memphis.

Scott Lee serves as the Vice President of Business and Philanthropic Development. In his business development role for the company, Mr. Lee provides leadership to the maintenance and growth of Elevation’s investor base, directing all communications with current and prospective investors. Within his philanthropic position, Mr. Lee founded and now serves as President of The Elevation Scholars Inc., a 501 (c) 3 public charity. Under Mr. Lee’s leadership, the Elevation Scholars Program has helped dozens of top students from Central Florida’s most distressed neighborhoods win scholarships to selective colleges and universities across the country.

With more than 18 years of experience as a nationally respected leader in the non-profit sector, Mr. Lee previously served for eleven years with Good News Jail & Prison Ministry, a global 501(c)(3) organization with 400 staff members in 21 countries. At the time of exiting his tenure with the ministry, he was the Vice President of Advancement, and was responsible for generating the $7 million in annual revenue required to fund the organization’s initiatives and operation. Prior to that, Mr. Lee owned a consulting firm, in which he helped dozens of non-profits develop more effective strategies for fundraising; collectively increasing his client’s funding by more than $15 million.

Mr. Lee received his MBA from Rollins College Crummer Graduate School of Business in 2016 and is a member of First Presbyterian Church of Orlando, where he served as an elder. He and his wife Amy reside in Orlando with their two young daughters, Maggie and Anna Kate.

George “Perry” Mason IV, a proud Floridian with deep roots in the State’s Heartland, was raised amidst Lake Placid’s orange groves. Perry’s upbringing instilled in him a deep reverence for Florida’s natural beauty and resources. Following his education at Lipscomb University in Nashville, TN, Perry embarked on a professional journey that led him to co-found Heritage Land Company. As a Covenant Partner of First Presbyterian Church of Orlando, Perry finds strength and purpose in his community of faith. Residing in Orlando with his wife Lindsay and their three children—daughter Liza Jane and twin sons Hughes and Henry “Hank”—Perry cherishes time with family.

Curtis grew up outside of Boston.  He attended Princeton University, graduating with a Bachelor of Science in Engineering (BSE) in Chemical Engineering in 1977.  He also holds a Master’s in Business Administration with a concentration in Finance from the University of Chicago. Following graduation from the University of Chicago, Curtis worked as an investment banker for Merrill Lynch & Co., starting as an Associate and later served for many years as a Managing Director.  From 1997 to 2007, he served as the President and CEO of Trustreet Properties, Inc (NYSE: TSY), which under his leadership became the largest restaurant REIT with over $3.0 billion in assets.  Following the sale of Trustreet to GE Capital, Curtis served as the President of CNL Real Estate Advisors until his retirement in 2010.  He presently serves as the Non-Executive Chairman of Ardmore Shipping Corporation (NYSE: ASC), a Director of Braemar Hotels and Resorts (NYSE: BHR) and the Lead Director of Modiv Inc.

Curtis and his wife of 41 years, Betty Ann, have three grown children and four grandchildren.  He enjoys endurance sports, having run the Boston Marathon for many years and is presently in training to compete at the Ironman World Championship in Kona, HI.

Curtis and Betty Ann are long-time members of Orangewood Church (PCA).  The focus of his ministry efforts has been student evangelism.  He has been on the mission-wide board of Young Life since 1997, where he has served both as its Board of Trustees Chair, Chair of the Young Life Foundation and more recently, served as the Chair of the search committee which called the current President of the mission.  He has also been very involved in Christian Union, a ministry to many of the most elite colleges in the US.

Mike is the founder and President of Liberty Investment Properties, Inc. (“Liberty”). Mike has over 35 years of executive experience in commercial real estate as well as the development and operation of income-producing property, forming Liberty in 1990 to specialize in the development of high-performing investment real estate in key strategic markets across the United States. In the mid-1990’s, Liberty formed a joint venture with Shurgard Storage Centers and together owned and operated 41 storage center locations and nearly three million square feet of rentable storage space throughout Florida. The joint venture came to a close with the sale of 34 of the self-storage properties to Public Storage in 2006.  Late that same year, Liberty formed a hospitality division called Liberty Lodging, and became the largest Value Place Hotel franchisee. Between 2006 and 2009, Mike’s team opened 25 Value Place Hotels in nine states and 14 distinct markets, before selling a majority of such hotels in 2013. Mike has investment interests 10 storage assets, two Value Place Hotels, and a handful of other select investments in Central Florida, as well as a management portfolio, which includes six additional self-storage assets in Central Florida and one in North Carolina. Mike has his bachelor degree from Linfield College, is the former president of the Self-Storage Association Southeast district as well as a former district vice president of the Florida CCIM chapter. Mike is a Trustee at Lake Highland Preparatory School and serves on the Board of Directors of Elevate Orlando. Mike currently lives in Winter Park, Florida and has four grown children and six grandchildren.

Michael A. Okaty

Mike is a partner and business lawyer who focuses on a wide variety of corporate transactions, governance and counseling. He also serves as an advisor and trustee to high net worth individuals and families. Mr. Okaty is founder and former chair of the firm’s Senior Living Industry Team and vice chair of the firm’s Industry Teams Department. He is a member of the firm’s Management Committee, Co-Chairs the Transactions Practice Group and servedas the managing partner for the Orlando office of Foley & Lardner LLP. Mr. Okaty has experience in a wide variety of corporate law matters, including corporate formation, corporate operations and governance, contract drafting, review and negotiation, mergers and acquisitions, and capital raising and finance transactions for both public and private companies and lenders.

Mr. Riley founded Legacy Fund in 2006 for the purpose of investing in privately held businesses and commercial real estate. Mr. Riley founded ZeroChaos in 1999 and sold the company in 2005.  ZeroChaos, with annual revenues exceeding 3 billion dollars, pioneered a new staffing model changing the way Fortune 200 companies source, manage and administer their contract labor workforce.  The company provides services in 14 countries around the word. Prior to ZeroChaos, Riley founded and held several positions in Transworld Services Group in Orlando, Florida.  Over the course of 11 years, Transworld grew into one of the largest independently owned staffing companies in the Southeast.  Transworld was the innovator of “insourcing” where they took day-to-day departmental control within a diverse Fortune 500 client base.  The company was sold in 1996.

He serves on several boards of private and non-profit organizations including Rollins Crummer Graduate School of Business, ABC Fine Wine & Spirits, Edyth Bush Charitable Foundation, PlanSource and The Geneva School.  Mr. Riley received his bachelor’s degree in liberal arts from Rollins College in 1982 and a bachelor’s degree in chemical engineering from Georgia Tech in 1984.

After 20 years in the financial services industry, Jeff Shafer is leveraging his relationships, experience, and knowledge helping Broker Dealers, Registered Investment Advisors, and Family offices meet their client’s financial goals while also connecting their investment capital with their heart and passions through Impact Investing.

Mr. Shafer served as president of CNL Securities for eight years where he was responsible for setting the strategic direction for the capital raising efforts associated with CNL’s growing multi-product, multi-manager platform. During this time, Jeff led the team that raised nearly $9 billion in capital, including $1.5 billion in 2014 — CNL’s highest capital raise in 10 years. Throughout his time at CNL, Jeff has served in other senior leaderships roles, including Chief Operating Officer and Senior Vice President. Prior to that, Mr. Shafer was Vice President of Sales in Southern California and the Pacific Northwest where he was instrumental in developing these markets for the company. Before joining CNL in 1997, Mr. Shafer worked for Van Kampen American Capital, a division of Morgan Stanley Group. There, he provided sales and marketing assistance to registered representatives, focusing on unit investment trusts, mutual funds and retirement planning.

Mr. Shafer graduated from Wheaton College in Wheaton, Illinois, with a Bachelor of Arts in Psychology and Biblical Studies, and received a Master of Business Administration from the Crummer Graduate School of Business at Rollins College in Winter Park, Florida. In addition to his undergraduate and graduate degrees, Mr. Shafer holds the Certified Financial Planner^TM and Chartered Financial Consultant® designations, as well as FINRA Series 7 and 24 licenses. Mr. Shafer is on the Crummer Graduate School of Business board of overseers, the board of directors of Ignite International and the National Christian Foundation Orlando advisory board. Additionally, Mr. Shafer previously served on the board of directors of the Heart of Florida United Way.

Jamie is an avid real estate investor with over 12 years of experience investing in MHCs, single family residential and storage units. Mrs. Smith is the co-manager of multiple investment funds, which specialize in investing in MHCs. She has experience overseeing the management of various types of real estate properties, focusing on investor relations, capital raising, and acquisitions. Mrs. Smith has managed a rent collection company, and is the manager of the Ryan and Jamie Smith Foundation. She authored a highly reviewed book on investing in MHCs and has spoken at numerous conferences on the topic.

Mrs. Smith graduated from the University of Central Florida with a double major in Business and Psychology.  She lives in Orlando with her husband and her two children.

Kent and Michelle Sterchi were married in 1983 in Orlando, Florida and daily depend upon the love, grace, and mercy of God for oneness in their marriage. They have two grown children and 3 beautiful grandchildren.

Kent has faithfully served in both para-church and church ministry positions over the past 30 years.  Most recently, he served as Minister of Discipleship at First Presbyterian Church of Orlando. Michelle loved being a stay at home mom and during those years led numerous women’s bible studies, mentored young moms, and has a vital prayer ministry. Together, Kent and Michelle have counseled and married over 75 couples during the past 15 years, following their growing passion to prepare engaged couples for marriage by using both the Prepare/Enrich assessment and truths from God’s Word to establish a biblical foundation for the covenant of marriage.

Over the past several years, God has made it very clear that He was preparing the Sterchi’s to form DWELL, a Ministry to Strengthen Marriages, and to partner with Christian Family Life as Marriage Missionaries.  God has been opening doors not only to continue premarital counseling but also for them to lead Two Becoming One marriage retreats for local couples in the Dominican Republic, Costa Rica, El Salvador and Madagascar. The Sterchi’s share how God has done abundantly more than they could have ever dreamed or imagined in their lives and marriage. They are humbled to teach His unchanging truths to others and consider it a joy to work together as husband and wife, and to witness firsthand the miraculous, transforming power of God at work in marriages all around the world.

Founder of the Victory Cup Initiative, Ashley Vann is dedicated to promoting the work of nonprofit organizations in the Central Florida community. With experience in wealth planning, as an entrepreneur, and with an MBA from Emory University, she is a grounded, yet powerful philanthropist challenging the status-quo around charitable giving while igniting and empowering a leader’s desire to impact a mission they truly care about. Vann serves on the Board of Directors with the Heart of Orlando Young Life and The Young Men’s Service League.

Ashley resides in her hometown, Winter Park, Florida. She is the mother of three beautiful children, Louise, Brian, Jr. and Layson, and has been married to Brian Vann for 20 years. The Vann Family is passionate about four legged friends and own and operate the dog boarding, training, and daycare facility, Kamp K9 in College Park, FL.

Ralph is President and CEO of Veerman & Associates (V&A). Historically, his firm coached non-profit executives in management, marketing, communications and major gift fundraising but currently he assists foundations and high net worth families as a philanthropic advisor.  Prior to launching V&A as a young non-profit executive, Veerman was National Director of YFC/Youth Guidance in Chicago and Senior Vice President of Prison Fellowship USA in Washington, D.C. In 1984 he moved to Orlando, where he was President of Ligonier, before launching his consulting firm, Veerman & Associates, in 1988.

Through his firm, Veerman served as Senior Advisor to the Chairman of CNL and the Seneff Family Foundation; he is the former Director of the Heart of the City Foundation Orlando; helped launch BioLogos, a project founded by Dr. Francis Collins  and served David Segel in London/LA as Senior Adviser to the Chairman of SGL.  For many years he served Roberta and Howard Ahmanson at Fieldstead & Company assisting with a variety of their global charitable projects.  He helped launch Generosity: NY; is a Senior Adviser of Talanton, an impact investment fund; assists Museum of the Bible with major donor events; and is on the leadership team of 4Roots Farm and Foundation, Orlando.

Veerman is Founder and Chairman of Lifework Leadership Orlando and serves on the Boards of Trinity Forum Europe, London; Friends of Wycliffe Hall Oxford USA; Excelsis, Orlando and the Orlando Health Foundation.  He is a former Trustee of the Riverside Foundation, Washington, D.C; United Arts of Central Florida and the Advisory Board of the John Templeton Foundation. He also serves in the College of Elders at First Presbyterian Church Orlando.

He earned a bachelor’s degree from Wheaton College, IL, and master’s degrees in Social Work and Criminal Justice from the University of Illinois, Chicago. He and his wife, Lynne, have four children and ten grandchildren.

Todd  founded Mosaic Wealth Management Group, Inc. in 1996 after attending the University of Central Florida and spending four years working for a privately owned Broker/Dealer.  Today Todd leads a team of four other advisors, including three Certified Financial Planners, and a supporting staff that serve individuals and families in a multidisciplinary team approach.  Beyond the walls of Mosaic Wealth, his life can be summed up in three words: husband, father and volunteer.  His wife, Ashley, is his best friend and the mother of their three beautiful children, Morgan, TJ and Vinson.  Todd serves on the Board of Directors for several organizations and ministries including University of Central Florida, Florida Baptist Children’s Homes and Man in the Mirror.

Mike began his career in financial services at Merrill Lynch in 1998. He joined UBS in 2008 with more than 20 years experience navigating the financial markets. He currently serves under the Raymond James platform, exclusively working with affluent families, business owners and executives and the complex issues they face. During his tenure at Merrill Lynch, he had the opportunity to assist hundreds of advisors through one-on-one training and specialized workshops in institutional money management and legacy planning. Though Mr. Zizmer views his role as a primary financial advocate for his clients, he is a strong relationship builder. His goal is to help them build and preserve wealth. He received his BA in finance from Colorado State University and hold the Certified Financial Planner designation. He has successfully completed financial programs at both the Cannon Institute and Wharton School. In his spare time, Mr. Zizmer loves spending time with friends and family. He is an active member of his community, church and the boards of his children’s schools.