Board Emeritus Members
Mike Batts
Mike Batts is the managing partner of BMWL. Mike has more than 30 years of experience serving nonprofit organizations in a variety of ways. He advises nonprofit organizations on matters related to board governance, financial reporting, tax compliance and strategy, risk management, corporate structure, international activities, and related topics. Mike actively engages in nonprofit legislative matters at the federal and state levels. He served on the Legal Framework Workgroup of the Panel on the Nonprofit Sector, a legislative advisory panel formed at the request of the US Senate Finance Committee Chairman. He has served on and chaired the boards of nonprofit organizations, both nationally and locally. He is a former chairman of the board and current board member of ECFA, a national organization that accredits religious nonprofit organizations in the areas of board governance and financial integrity. 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 (Accountability Press, LLC). His best-selling book, Board Member Orientation, is available in Spanish as well. Mike is a summa cum laude graduate of Stetson University, where he studied accounting. Mike received the Florida High Grade Award from having the highest score for the Florida CPA exam on his first sitting for the exam at the beginning of his career. He is licensed or authorized to practice as a Certified Public Accountant in numerous states. Mike leads BMWL’s national headquarters office in Orlando as well as its Dallas office.
Scott Cahill
As a senior advisor at FinSec Life, G. Scott Cahill, Sr. devotes his time to ensuring that families keep their businesses where they belong…in the family. Relying on experience gained over the last 40+ years in the executive benefits and life insurance profession, Scott consults alongside the other FinSec Life advisors and consultants.
“My purpose,” said Scott, “is to assist medium to large family businesses with the various challenges of ownership succession. Closely held businesses face unique liquidity and leadership challenges when passing financial responsibilities from generation to the next generation. Growing up in an entrepreneurial family, I learned the values and principles required for managing wealth and generosity from a generational perspective.”
In 1988, Scott joined the Orlando, Florida executive benefits firm, James B. Greene & Associates. He worked at the firm until the CEO’s passing later that year. He then bought and managed the firm while serving its clients, many of whom are still wonderful clients to this day.
In 2007, Scott co-founded Fulcrum Partners, LLC., a fully independent Executive Benefits consulting and brokerage firm. Over the next 13 years, he co-led Fulcrum Partners to become one of the country’s largest and most respected executive benefit consulting firms.
In 2020, Fulcrum Partners was strategically acquired and integrated into a large multiline insurance brokerage and consulting company. Over the next three years, Scott worked closely with his clients and succession team to facilitate a smooth transition. “Now,” says Scott, “I am off to the next chapter, serving families and their businesses with the talented team at FinSec Life.”
Outside of work, much of Scott’s time is spent at the beach with his family or on the ski slopes. Scott and his wife, Joanie, also invest their time with several ministries, such as Nations Church, Christ for all Nations, First Baptist Church of Orlando, and several others. Scott currently serves as board chair and advisor to the Luis Palau Association. Joanie has been in a leadership role for one of the Central Florida Bible Study Fellowship groups for the last 25 years.
Charlie Cramer
Charlie Cramer has been in practice since 1991 representing individuals and entities, including nonprofit organizations. For his estate planning clients, he addresses legacy goals, asset protection, and charitable giving, with a focus on integrating family wealth transfer with sophisticated business succession, while minimizing income and estate tax consequences. He also serves personal representatives, trustees, and beneficiaries with estate and trust administration. He represents for-profit entities and their owners in the formation, governance, and the sale and purchase of equity interests. For churches, the largest segment of his not-for-profit clients, Charlie handles most aspects of their legal existence, from incorporation to governance, asset protection, risk assessment, employment, property and finances, and even dissolution, merger, and consolidation.
Charlie and his family are members of First Baptist Church of Orlando. He is married with three children and one grandchild. In his free time, he enjoys time with his family and playing golf.
David Hill
Helping individuals find simplicity and clarity within the complex world of wealth 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 is a member of the Raymond James Chairman’s Council*, 2009 – present. The honor is awarded only to those financial advisors who have demonstrated the utmost commitment to the precepts that define Raymond James – among these a dedication to independence, innovation, intelligence and integrity.
A 1990 graduate of Liberty University, David holds a Bachelor of Science degree in business administration. He also earned an associate degree in military science from Washington and Lee University. David graduated Airborne School in 1989 and was commissioned as a U.S. Army Officer in 1990.
His commitment to further education continued with the Certification and Professional Education Program at the University of Central Florida in 1996, which ultimately led David to earn the certification as a Certified Financial Planner® practitioner in 2000. He continued his education through Cannon Financial in 2008 and earned the Certified Wealth Strategist® designation.
David and his team founded Integrated Wealth Solutions (IWS) of Raymond James in 2008. Before founding IWS, David worked at several prominent wealth management firms. He believes he has built a 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, Dream Center and others.
Originally from Miami, David resides in Windermere, 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.