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Board of Directors

Officers

Mark Abramson, President

Mark Abramson is First Vice President –Investments with UBS Financial Services, Inc. With over 30 years of financial services experience, Mark joined UBS in 2008. In addition to earning the Certified Wealth Strategist (CWS®), designation in 2007, he is a Portfolio Manager in the UBS Portfolio Management Program. Mark received a bachelor’s degree in history and political science from Tulane University and a master’s degree in public administration from the University of Southern California.

Heidi Isenhart, Vice President

Heidi Isenhart is a Martindale-Hubbell AV-rated attorney and shareholder at the law firm Shuffield Lowman practicing in the areas of Elder Law, Medicaid and Estate Planning, Guardianship, and Probate and Trust Administration. Heidi is the past-president and current active member of the Rotary Club of Orlando, a member of the Florida Bar’s Elder Law and Real Property, Probate and Trust sections, the National Academy of Elder Law Attorneys, and the Florida State Guardianship Association. She is a frequent lecturer in the community and has served as an adjunct professor at Barry University School of Law.

Stephen Valentine, Treasurer

Steve Valentine is the owner of Valentine & Company Inc., an accounting firm which specializes in the preparation of individual, partnership, and corporate taxes as well as tax planning. He is a graduate of the University of Central Florida and has been enrolled to practice before the Internal Revenue Service since 1979. Steve has lectured on a wide range of topics for various organizations. He is currently a speaker for Professional Tax Institute, lecturing on tax issues for continuing education for CPA’s, E. As, and CFP’s at over 23 locations throughout the country. After successfully completing a three-year program, he became a Fellow of the National Tax Practice Institute. He is an accredited tax advisor and tax preparer from the Accredited Council for Accountancy and Taxation, and also an Accredited Retirement Advisor from the Accreditation Council for Accountancy and Taxation. He is currently a member of the Florida Society of Accounting, the National Society of Enrolled Agents, the National Society of Accountants, and the Florida Society of Enrolled Agents.

Paige Carlos, Secretary

Paige Carlos is an Associate Attorney at NeJame Law, P.A. She is also an associate of the George C. Young American Inns of Court, a member of the Central Florida Family Law Inns of Court, and Chair of the An Afternoon at the State Courthouse –OCBA Young Lawyers Section. Ms. Carlos also serves as a private tutor with The Scholarly Edge. Previously, she was an associate attorney with the Law Offices of J. Bernard Chery, P.A. and served as a hands-on team member with the International Mission Board in Manakara, Madagascar in 2013. Ms. Carlos interned at law firms in Orlando and Rio de Janeiro, received her law degree from Florida A & M University College of Law, and her undergraduate degree from Colgate University in New York.

Members

Judy Kahan
Louis T. Minnis, Jr.
Susan Crampton
Lon Winter
Yvonne Vassel
Robert Cohen, MD

 

 

 

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