Leadership and Staff

Darren Sussman

Founder & President

Darren is the founder and President of IFWA, committed to continue serving the arts and entertainment community.  In 1999, he conceived and co-founded TheaterMania...

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Erik Sussman

Chairman

Erik Sussman is the Chairman of the IFWA and brings over 20 years of financial services experience, success and insight to his roles, to improve the lives of clients, associates, and...

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Jason E. Heller CFP®, CIMA®, MSFS, RICP®, ChFC®

Chief Wealth Strategist

As IFWA Chief Wealth Strategist and Director of Advanced Markets, Jason Heller plays a critical role at the IFWA. Jason’s expertise includes the development and implementation of strategies to help clients achieve their goals of...

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Ronald Weinberg

Director of Advanced Wealth Strategies

Ronald Weinberg brings the ultimate combination of financial experience and expertise with his lifelong passion of music and rock and roll to the the IFWA. He is a partner and founder of Wealth Solutions Partners, a boutique financial...

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Marlene Windmiller, ESQ.

VP of Advanced Wealth Strategy & Insurance

Ms. Windmiller manages advanced wealth and insurance strategies for IFWA.   Using her keen eye for new opportunities and a multilateral background in insurance, finance and law...

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Roy Perez

VP of Financial Strategy

Roy oversees IFWA coaching processes and procedures.  He brings over 15 years of experience as a financial advisor and manager to his role... 

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Michele Friedlander

Director of Disability & LTC Education

Michele brings over 30 years of experience primarily in the disability income insurance arena to IFWA.  She specializes in working with clients to protect their income and asset protection needs...

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Scott Rosen

Director of Advanced Retirement Strategies

Scott has been in the financial services industry for over 24 years working with MetLife, Phoenix Life, and Lincoln National. He holds licenses that include a series 6, 7, 24 and 26. Scott specializes in Brokerage with independent...

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Russell Steinberg

Director of Short-Term & Critical Illness Protection Strategy

Russell fills an important role for the IFWA protecting individuals from short term challenges and critical illness.  Russel has also been acting and performing professionally from an early age...

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Rees Bridges

Director of Artist Relations

Rees Bridges brings a unique value to the IFWA as both a highly accomplished musician and a successful financial services professional to serve his role as the Director of Artist Relations...

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Jennifer Lubieniecki

Artist Relations & Financial Coach Liaison

Jennifer brings a wealth of customer and client service experience to her role at the IFWA. She is a key part of the process between the artists, coaches and financial institutions. She first learned the importance of customer service...

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Mitch Seiden

Director of Internal Operations

Mitch brings in over 12 years of operational experience in the financial services industry to the IFWA. While starting his career in 2007, Mitch gained experience assisting in various departments learning the many behind the scenes...

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Cory Clair

Senior Educator & Financial Coach

Cory Clair has been with the IFWA since its inception. As a founding advisor and senior educator, he specializes in leading education seminars, integrated solutions regarding wealth management, insurance, and estate planning. He also...

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Bailie Slevin

Senior Educator & Financial Coach

Bailie is a lead educator and senior IFWA financial coach.  As the founder of Entertaining Finance, a business management and financial consulting firm geared specifically towards creatives she brings 13 years of experience...

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Kristi Gomez

Senior Educator & Financial Coach

Kristi is one of the early IFWA educators and financial coaches. She has been in the client relations business for over 15 years and has been educating the Florida community on financial wellness for over 7 years.

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Remy Dou

Senior Educator & Coach

Remy recently joined the IFWA as a financial coach. He firmly believes knowledge is the key to a successful financial future. Remy's background, experience and commitment to providing you with the resources you need to make financial...

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Shir Keidan

Senior Educator & Coach

Shir is excited to be part of the IFWA and serve the arts community.  As a Financial Advisor, Shir’s mission is to better the lives of everyone with whom she meets. She believes that a holistic approach to planning...

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Alicia Figueroa

Senior Educator & Financial Coach

Alicia is a Financial Coach dedicated to helping individuals become financially independent by creating good savings habits, protecting their assets, and achieving their goals of growing and transferring their wealth. As a member of...

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Christopher Nicholas Lee

Senior Educator & Financial Coach

Nick joined the IFWA team in January and brings five years of financial services experience to the arts and entertainment community. He prides himself on creating a holistic, client focused experience for any individual or business he...

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Ryan Brace

Senior Educator & Financial Coach

Originally from South Florida, Ryan’s passion for financial wellness and planning began at a young age. After completing his Bachelor of Economics degree at the University of Florida, Ryan decided to further his professional...

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Stephanie Serrano

Senior Educator & Financial Coach

Stephanie adds the perfect balance of enthusiasm and commitment as a coach on the IFWA team. Her passion is evident in her process of mentoring and building rapport with her clients. Stephanie’s methodology involves understanding...
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