Advisory Board Members

Anne Marie Armstrong

Anne Marie is an owner of Monkee’s of Winter Park, a womenswear boutique carrying trendy and designer styles in clothing, shoes and accessories.  Anne Marie previously worked for the National Christian Foundation in Orlando, where she served as the Director of Giver Services. Prior to working at NCF Orlando, she worked for Veerman & Associates and the Tews Company. She is a native of Central Florida and resides in Winter Park. She graduated from the University of Florida with a degree in Psychology. Anne Marie is married to Robert, and they have two sons, Landon and Parker. Anne Marie and her family attend First United Methodist Church in Winter Park. She currently sits on the board for Winter Park High School Foundation. Anne Marie enjoys spending time with her family and friends and watching her children play sports.


Michael E. Batts

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.


Scott Cahill

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.


Heather Cousins

Heather Cousins currently serves as Generous Giving’s Brand Manager, guiding and overseeing the voice, tone and style of the brand across mediums and partners. Prior to joining the Generous Giving team, Heather served as National Christian Foundation (NCF) Orlando’s Director of Giver Services serving local individuals and families in mobilizing resources for Kingdom causes. She graduated from the University of Florida and holds a Marketing Strategy certificate from eCornell University. Heather’s passion for spreading the message of biblical generosity grew out her experience growing up as a Cru staff kid. She witnessed countless families give to support her family out of a place of joy and freedom. This has inspired her to discover joy in her own generosity journey, and help others do the same.

Heather lives in Orlando with her husband, Kyle, and their daughter, Josie.


Charles W. Cramer

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.


Rick Fletcher

Rick is married to his high school sweetheart for 48 yearsRick enjoyed a 25-year law career followed by 13 years as a business owner. He has served the community as President of Downtown Development BoardOrlando 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 Fulmer

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.


Ted Haddock

Ted serves as Executive Director for The Edward E. Haddock Jr. Family Foundation. The Foundation works to advance restorative relationships between people and planet through human dignity and environmental stewardship.  Ted established Trust Foundation, addressing natural preservation and endangered species; The Foundation Hub, a collaborative work-space for non-profits in Orlando; Kaley Square, an asset-based community development organization in a distressed community of Orlando; and Friends of Tinker Field Foundation promoting Orlando’s civil rights history as a catalyst for community development.

Haddock serves on the Board of The Nature Conservancy – Florida Chapter, First Green Bank, Trust Foundation and on the Advisory Board for National Christian Foundation Orlando.

Ted spent ten years as Director of Photography for International Justice Mission based in Washington, DC where he provided a global voice for survivors of human rights abuses and helped to brand the organization in its formative years. Ted received his MFA in Photography from Indiana University and his BA from Furman University. He has served as Editorial Assistant at Magnum Photos in New York and taught undergraduate courses at Indiana University. Ted and his wife Kellie live in Orlando and are the proud parents of three children.


Carla S. Hardy 

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.


Leigh Ann Horton

Leigh Ann is the CEO for AIT Life Safety and Trinity Advisory Services.  She also is an owner is AIT Mechanical, LLC and AIT Site Development, LLC.  She is the past president of board of directors of The Country Club of Orlando.  She is active on the board of directors of the Lifework Leadership, the, Florida Fellowship Foundation, Commission 127 and the Orlando National Christian Foundation.  Leigh Ann has formally served on the board of directors of Summit Church, Grace Medical Home, Orlando Chamber of Commerce, Second Harvest Food Bank, the Foundation for Foster Children and J4 Leaders.  She was also in Leadership Orlando Class 68 and Lifework Leadership 2003.  She was named an Up and Comer by the Orlando Business Journal in 2002 and named 40 under 40 in 2006.  She also received an Outstanding Young Alumnus award from University of Florida in 2006.  In 2015 and 2016, AIT was named part of the inaugural class of Gator 100, the fastest growing Gator alumni companies.

She began her career in New York with IBM as an accounting intern; later joining KPMG Peat Marwick in the Mutual Fund Tax Practice in New York and transferring to Orlando in 1996.  In 1998 Leigh Ann joined Hard Rock Cafe International as the international tax manager. In 2000 Leigh Ann became a partner at CFO Strategic Partners, offering a wealth of experience for small to mid-size companies. In September of 2009 Leigh Ann left CFO to buy AIT Life Safety with her husband. In 2015, Leigh Ann opened Trinity Advisory Services with her business partner Sean Tobin.

Leigh Ann is a longtime resident of Winter Park and College Park and is an alumnus of the University of Florida where she got her Masters in Tax.  She is married to Vince and enjoys spending time with her children Anna Kate and Chase.


Sandy Hostetter

Sandy is Regional President for Central Florida at Truist Financial Corporation, the nation’s premier financial services company. She assumed her current position on December of 2019, upon the closing of the merger of equals between BB&T Corporation and SunTrust Banks, Inc.

In this role, Hostetter is the company’s senior leader in the market responsible for delivering the full complement of the company’s services to clients in the area and directing the commercial business.   Prior to her current role, she served as the Central Florida Market President for SunTrust Bank, Inc. and is a Central Florida banking veteran with over 35 years of local experience in the financial services industry.

Ms. Hostetter is an energetic leader and a catalyst for change.  She serves on the Central Florida YMCA Board and Executive Committee.  She is a founding member of the Board of LIFT Orlando and serves on their Executive Committee as Housing Chair.  Hostetter chairs the Business Development Committee for the Orlando Economic Partnership and is Vice Chair of the Board.  She serves on the board for Advent Health, 4Roots Farm and Florida Citrus Sports.

Sandy earned a Bachelor of Science degree in Business Administration from the University of Florida and a Masters of Business Administration from the Crummer School of Business, Rollins College.

Truist Financial Corporation is a purpose-driven financial services company committed to inspire and build better lives and communities. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high-growth markets in the country. The company offers a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending and wealth management. Headquartered in Charlotte, North Carolina, Truist is the sixth-largest commercial bank in the U.S. Truist Bank, Member FDIC.


Tami Kaiser

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.


Paul Kraus

Paul is the Managing Director for Ronald Blue & Co.’s branch office in Orlando, Florida. He opened the office in 1985 and became principal of the firm at the same time.  He is a Certified Public Accountant (CPA) with more than 40 years of experience in the financial planning and business consulting industry. Prior to joining Ronald Blue & Co., Mr. Kraus served as the Founder and President of Cornerstone Management, Inc., an Orlando-based financial planning firm, which specialized in advising professional athletes. Additionally, Mr. Kraus spent eight years as an independent financial advisor and consultant to individuals and corporations throughout the United States.


Scott Lee

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.


Curtis McWilliams

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.


Wm. Michael (Mike) Mikkelson

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.


Eddy Moratin

Eddy is President of Lift Orlando, a movement of business leaders unleashing the cycle of prosperity through redemptive community development. Through a collaborative approach, this non-profit organization has been working with residents and community partners towards neighborhood revitalization since 2013. To date, Lift Orlando has invested over $100 million with the people who call the neighborhood home and the places they live, learn, work, and grow. The organization strengthens neighborhoods by building high-quality, mixed-income housing and providing a cradle to career educational pipeline while improving community health and wellness, and creating economic opportunities for residents.
Eddy is a husband, father, and social entrepreneur. He has led purpose-driven organizations in real estate, leadership development, communications, and business services. He enjoys working with emerging leaders, CEOs, foundations, and healthcare institutions to rethink “business as usual” and make an impact on complex social problems. He was awarded the 2019 CEO of the Year Award by the Orlando Business Journal and was listed as one of the 50 Most Powerful Philanthropy and Community Voices in 2018. He is a member of the board of directors of the Jacksonville Branch of the Federal Reserve Bank of Atlanta, the Orlando Economic Partnership, and The Foundation for Orlando’s Future. He is the founding chair of the board of directors for the Polis Institute and a former board member of the YMCA of Central Florida. He currently serves as a Senior Fellow at PathNorth in Washington D.C. and as an Advisor to the 4 Roots Foundation and the National Christian Foundation in Orlando, FL, where he lives with his wife Giselle and their two children, Isabella and Kristopher.


Bill Neidlinger

Bill Neidlinger lived in Atlanta for over 30 years where he built a golf retail business. After retiring in 2008, Bill and his lovely wife, Beth, moved to Winter Park, FL. His aging parents also moved to Winter Park in the same year.  Bill’s father, Orland (97) and his mother Eloise (99) are now in Heaven and deeply missed. They modeled finishing well and generous spirits to the end of their lives.

Beth and Bill have two dear Yorkies names Pax and Hershey. They also have two adult daughters, Nikole, a transplant surgeon, and Sunny Ray, a nurse. Both daughters are married and have blessed Bill and Beth with four granddaughters.

Even though Bill has lived in Central Florida for only twelve years, his family is blessed by many dear friends and is thankful to NCF Orlando for being the primary source in building these lasting friendships. He genuinely loves people and seeks to honor Jesus every day in all that he does. His enthusiasm is contagious and to know Bill is to love him.

Beth and Bill have matured in beneficial ways through their involvement with NCF and Generous Giving.  Their desire to “finish well” for Jesus has become much clearer though their relationships in NCF Orlando and the generous families in this community.


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.


John Riley

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.


Steve Schrimsher

Steve is a General Partner of Schrimsher Properties.  The firm is a real estate investment company headquartered in Orlando, Florida, providing high quality, conservative real estate investment opportunities in a variety of properties, including retail shopping centers, out-parcels and apartment buildings, as well as land development for mixed-use projects. Mr. Schrimsher’s desire is to divide his time equally between family, ministry and business activities, utilizing his life experiences and business influence in order to introduce as many people to the wonderful privilege of knowing God personally. He and his wife Deborah (2nd best deal he ever made) have three married children and nine grandchildren. Some favorite past times are barefoot water skiing, quail hunting, golfing, and travel. Mr. Schrimsher’s life has always been driven by the desire for freedom, which he has discovered can be achieved through Integrity, Humility and a sense of Urgency. Interestingly, he discovered the key to the ultimate in freedom was establishing a relationship with God through Jesus Christ, easily the “best deal” he ever made.


Jeffrey R. Shafer

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 PlannerTM 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 Smith

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.


Ralph D. Veerman

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 Woodard

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.


Michael Zizmer

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.