ASSOCIATED FRONT OFFICE - Key Persons
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Account Executive
- Assistant
Evan is a shareholder and registered financial advisor with Associated Investor Services with a focus on next generation clients. His niche is multi-generational wealth transfer & inheritance, family businesses & young business owners, athletes and sports business executives.
Evan joined Associated in June 2017 after a decade of working within the sports and entertainment industry. His journey and transition was featured by Wealth Management Magazine.
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Group Department Account Executive
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Registered Representative
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Employee
- Shareholder
- Partner, Benefits Practice Leader
Logan Mondshein is a shareholder and leads the Employee Benefit's team at Associated Financial Consultants.
Prior to rejoining Associated in 2020, Logan worked for two of the largest health insurance providers in the country. During that time, he was considered a Top Producer and sought out for his insights into small and middle market businesses.
At Associated, Logan has made it his mission to help employers & employees alike understand the complicated world of health care. He and his team takes pride in helping employers of all sizes offer creative & cost-effective benefit packages to attract & retain talent. He is an out-of-the-box thinker who works tirelessly to find the right solution for your business & your employees.
Logan is a proud graduate & supporter of Florida State University. He enjoys giving back to his community and spending time with his wife Lindsey, son Harper, and their dog Latte.
Logan Mondshein is a shareholder and leads the Employee Benefit's team at Associated Financial Consultants. At Associated, Logan has made it his mission to help employers & employees alike understand the complicated world of health care.
Luana began working in the financial services industry in 1969, primarily in the areas of insurance and qualified retirement plans. In 1990 she joined the MassMutual, specializing in insurance and financial services for individual, family, and business needs. She is currently associated with Crossroads Consulting of South Florida, Inc. to prepare people for life after divorce, Associated Financial Consultants, Inc. for non-securities related insurance and annuity products, and Associated Investor Services, Inc., a Registered Investment Advisory firm, for financial planning. She is securities licensed through Securities America, Inc. a registered Broker/Dealer, Member FINRA, SIPC. Advisory Services are offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm.
Luana is licensed to use the following professional marks: CERTIFIED FINANCIAL PLANNER™(CFP®), Certified Fund Specialist (CFS®), Certified in Long-Term Care (CLTC™), Behavioral Financial Advisor (BFA™) and Certified Divorce Financial Analyst™ (CDFA™). She must adhere to a Professional Code of Ethics and meet annual continuing education requirements to entitle her to continued use of these professional marks. Additionally, Luana is an NFLPA Registered Player Financial Advisor and an Ed Slott Master Elite IRA Advisor. 1
Luana does Financial Planning for Life's Transitions. Wherever her clients are in life, she helps them achieve clarity about their values and their goals that take time, money and planning to accomplish. She helps them develop, monitor, and change, as needed, a plan that will help them live a joyful, confident life that is without regret and in alignment with their values.
When Luana experienced divorce in 1997 to 2000, her journey gave rise to the founding of Crossroads Consulting of South Florida, Inc. She wanted to help people prepare for life after divorce. She is privileged to work in team with a select group of mental health professionals and attorneys who help people divorce without litigation, using Collaborative Practice and Mediation. Luana gladly supports the Women's Institute for Financial Education (WIFE.org) by offering the Second Saturday® divorce workshop, "What Everyone Needs to Know about Divorce". Check out SecondSaturdayBroward.com.
Luana has been quoted in the Sun-Sentinel, the Miami Herald, and the South Florida Sun Times, has been interviewed by local affiliate NBC6 and appeared on WLRN's radio program, Topical Currents.
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Associate to Lead Group Health Division
- Partner, in Memoriam
Marc was a beloved, longtime partner of Associated for over 35 years. He made a tremendous impact on our firm, staff, his clients and family. Marc was more than a colleague. He was a close friend with a memorable sense of humor.
Marc brought a deep passion, love and sheer knowledge to his work in the group health, employee benefit and insurance field. With his success, he will leave a lasting legacy within the industry.
Marc began his career in 1970 as an agent for Connecticut Mutual Life in Rochester, New York. By 1974, he was a member of the Home Office staff responsible for the marketing of all disability products and product design, and in 1979 was made Agency Supervisor of the Miami Agency. In recognition of his achievements, he received the President's Honorary Award as the company Leader in Management of Full Time Agents. He joined Associated Pension Consultants, Inc. in 1984.
Marc received his RHU - Registered Professional Disability and Health Insurance Underwriter - designation in 1979 from the National Association of Health Underwriters.
He was a speaker at health and disability industry seminars, as well as the University of New Hampshire and to over 80 life insurance agencies throughout the United States. He was an instructor for the Life Underwriter Training Council Business Insurance, Personal Insurance and Disability Income courses. He also was a Past President of the Gold Coast Chapter of the National Association of Underwriters and served as the Education Committee Chairman and Member of the Board of Directors of the Miami Association of the Life Underwriters.
Marc also made an impact in the local community. He was a three-term President of Temple Beth Emet in Pembroke Pines, Florida. He also served on the Board of Directors of the David Posnack Jewish Community Center of South Broward County.
Job Titles:
- Group Department Account Executive
Job Titles:
- Insurance Coordinator, Director of New Business
Job Titles:
- Pension Account Executive
Job Titles:
- Partner
- President
- President of Associated Investor Services Inc
Since the inception of the firm in September 1989, Paul has served as President of Associated Investor Services Inc., a Registered Investment Advisory firm. Paul is securities licensed through Securities America, Inc., a Registered Broker/Dealer. Paul has been recognized by Registered Representative Magazine, a large national brokerage trade publication, as one of the 1994 Outstanding Brokers of the Year. 1
In 2018, Paul joined the nation's top independent financial advisors at the Barron's Top Independent Advisors Summit for the eighth consecutive year. The invitation-only, three day summit is held annually to give the nation's top advisors an opportunity to share ideas, best practices, technology and trends within the industry and with their peers. That same year, Paul was honored by Envestnet with the first-ever Envestnet Institute on Campus (EIOC) Vision Award at the annual Advisor Summit in New Orleans. The accolade was presented for acting as an agent of change within the industry, which included Associate's hiring process and embracing diversity.
In addition, he has been recognized by the International Biographical Centre of Cambridge, England as one of the 2000 Outstanding People of the 20th Century. He also has been named in numerous Editions of Who's Who in the World, Who's Who in Business and Finance as well as Who's Who in America. He capped it off by earning the Marquis Who's Who - Lifetime Achievement Award in 2018.
Prior to 1989, he worked for three years as a Senior Vice President of Finance at a boutique securities firm and for over a decade as a South Florida CPA with national and international accounting firms. He has been profiled by numerous publications as a leader in the brokerage community.
Ron Abraham received a B.B.A. degree from Ohio University in 1963, and entered the life insurance field in 1966. He co-founded Associated Pension Consultants, Inc. in 1972, which was succeeded by Associated Financial Consultants, Inc. in 1990. He also co-founded Associated Investor Services, Inc. in 1989. He received his Chartered Life Underwriter designation in 1973 (Gold Key member), his Chartered Financial Consultant designation in 1997, plus post-graduate CLU certificate courses in Advanced Pension Planning and Estate Planning. He is a graduate of the LIAMA School of Agency Management, and The Life Underwriter Training Council (LUTC).
Ron currently holds the following positions: Adjunct professor and member of the Board of Governors of the School of Business & Entrepreneurship of Nova Southeastern University. He is a member of the Society of Financial Service Professionals, a retired member of The Association for Advanced Life Underwriting, The National Association of Life Underwriters, The Executive Board of the Greater Fort Lauderdale Tax Council. He is Past Chairman of AIPAC for Broward County, Past Chairman of the Financial Advisory Committee of the School Board of Broward County, Past General Campaign Chairman for Israel Bonds of Broward County, Past Chairman of the Audit Committee of the Broward County School Board, Past Vice President for Financial Resource Development of The Jewish Federation of South Broward and Past Vice Chairman of both the Broward County Health Facilities Authority and the Board of Appeals and Adjustments for the City of Hollywood. He has previously been President of the North Dade-South Broward Estate Planning Council and Director of The Broward Chapter of CLU & ChFC.
Job Titles:
- Account Executive
- Assistant
Job Titles:
- Partner
- Vice President of NFLPA Former Players South Florida Chapter
Shawn Wooden turned to finance after a successful 9-year NFL career (1996-2004). The Notre Dame graduate and former captain has over 15 years of experience in the financial services industry. He holds his FINRA Series 6, 7, 63, 65, 24 & 51 securities registrations and received his bachelor's degree in computer sciences.
Wooden completed an Executive program for retirement planning at the Wharton School of Business and is a "Top of the Table" member of the Million Dollar Round Table, an international, independent association of more than 29,000 of the world's life insurance and financial services professionals.
Wooden is the Vice President of NFLPA Former Players South Florida Chapter, President of the Miami Dolphins Alumni Advisory Board, works regularly with the NFLPA and is Chairman of the Maxwell Football Club. The Philadelphia native resides in Pembroke Pines with his family and supports local organizations who help families in need, such as Big Brothers, Big Sisters, Make-A-Wish foundation, Habitat for Humanity, the United Way, Cystic Fibrosis, and the Miami Dolphins Foundation.
Job Titles:
- Retirement Plan Account Executive Assistant
Job Titles:
- Financial Advisor
- Partner
- VP of Barry University Alumni Board of Directors
Travis Ruane enters his eighth year in the financial services industry. Ruane is the VP of Barry University Alumni Board of Directors and serves in Nicklaus Children's Young Ambassador Program. He holds his FINRA Series 6, 7, 66 securities registration and Florida Life, Health and Variable Annuities insurance license.
Ruane graduated from Lock Haven University of Pennsylvania and received an MBA in business and sport management from Barry University in 2011.