2026-2027 Board of Directors
President
Evan C. Deoul, CAP
Bernstein Global Wealth Management
Past President – Treasurer
Michael L. Kohner, CPA, AEP, CFP, CAP
Alvarez & Marsal Tax, LLC
Director
Kim Bagatell
FineMark National Bank & Trust
Director
Julie Brandt
Advisor at Johnson Controls (former Global Commercial and Field Operations President)
Director
Debra Elmore
Founder and Principal, A.K. Consulting
Director
Andrew Huber
Bank of America
Director
Christy Lybass
Retired Educator
Director
Vicki Pugh
CEO, Advancement Experts
Director
Tom Vining
Retired President, Otis Americas
Director
Kimberly Spiro
Philanthropist, Volunteer and Nonprofit Leader
Founding Advisors
Julie Fisher Cummings
Evan C. Deoul
Frances Fisher
Jim Karp
Michael L. Kohner
William A. Meyer
John Scarpa
Avy Stein
Lawrence Stern
Christine Stiller