Advisory Board

Who We Are

Aericka Heavens Cano

Throughout her career, Aericka Heavens Cano, JD, has cultivated a reputation for “delivering the impossible” to her clientele, both through her law practice and business consulting.

For the last two decades, Aericka has served as an attorney and consultant for media, marketing and corporate clients, assisting entrepreneurs in navigating their ventures, as well as handling legal and production issues for documentaries, feature films, media companies and networks. Aericka has assisted clients in designing successful business models, and several of these projects have been featured in national and worldwide press, including New York Times, Wall Street Journal and AdWeek.

Aericka is a graduate of the University of North Carolina and Widener University School of Law. She also studied with Pepperdine University School of Law’s Entertainment and Copyright Program in London, England. She began her legal career with A.I. Credit Corp., in its life insurance premium finance division, subsequently worked with a boutique commercial litigation firm, and, finally, running an eponymous law firm in New York and New Jersey, working with clients such as Wintrust Life Insurance Finance. Aericka is currently serving in a consulting capacity for businesses, high net-worth individuals, and family offices, handling insurance and client services.

Aericka is admitted to practice law in New York, New Jersey and Pennsylvania. Aericka is frequently invited to share her expertise in panel discussions and other industry events. She also contributed to Big Bold Business Book Series – Volume No. 2, authoring the Chapter entitled, “Crisis Management 101: How you lead your business is the key to survival.”

James W. Dawson

CPA, CGMA

Since the beginning of his career, James W. Dawson, CPA, CGMA has striven to be a “Trusted Business Advisor” worthy of serving businesses, their owners, and families.

For thirty years, James has served as a CPA and global business advisor to growing, internationally active owner managed companies, high net-worth individuals, and family offices. He has served clientele in many industries including construction, distribution, engineering, manufacturing, and technology.

James is a graduate of Anderson University (Anderson, IN) where he studied Accounting and Business Management. He earned a master’s degree in taxation from the University of Cincinnati’s Carl H. Linder School of Business. He has also studied at Michigan State University’s Broad School of Business, focusing on supply chain management.

James began his career at Deloitte focusing on entity taxation and transactions. He later held both domestic and international management positions as an International Tax Partner with two globally recognized firms. He is the Founder and Managing Director of Global Tax Focus LLC (GTF). GTF’s mission is to provide its clients with exceptional client experience by providing solutions that are efficient, effective and save clients both frustration and money.

James is licensed in Florida, Georgia, and Ohio. He is a frequent speaker on international tax and supply chain issues.

Chris Dunham

CEO | KUORUM PARTNERS

Mr. Dunham is Chairman and CEO of Kuorum Partners, a leader in Advanced Life Insurance Planning Strategies for High-Net-Worth Clients worldwide. Mr. Dunham has been a leader in the insurance and financial services industry since 1989, holding positions in Senior Management for several companies such as Prudential, Canada Life, Penn Mutual, Aviva, ANICO, National Brokerage, Lion Street and Capitas. Mr. Dunham specializes in multi-channel distribution of Advanced Life Insurance Strategies via large institutions, family offices, law firms, accounting firms, wealth management firms, and has extensive knowledge in the advanced life insurance planning arena. In addition to building and selling various businesses over the years, Mr. Dunham is also a serial investor and advisory board member in several other businesses via his family office. Christopher resides in Tampa, Florida spending his free time with family, friends, his charity, and the occasional round at Old Memorial Golf Club.

Chuck Goldman

Design Customized Estate and Asset Protection solutions for business clients and high net worth individuals, including customized Premium Finance Life insurance strategies.

Provide disability insurance solutions for the high income earner, buy sells, Key Person, Buy sell and Loan Indemnification.

I have 40 plus years experience in this industry and I consider Disability Insurance as the foundation for all Executives and Business Owners.

Allie Miller

I entered the insurance industry in July of 1987 with John Hancock. Worked with them for 4 years as an agent and a District Sales Manager. Left them to join Sunset Life as an agent and then Regional Manager. Was their number one agent in 1992 and their top RM in 1994. Building relationships with others top producers and agencies became my passion.

In May of 1995 started AMZ Financial. AMZ Financial became one of the top independent marketing companies in the country. We were the Index Life leaders as a marketing firm. We were early adapters to IUL and quickly became the experts in the industry. We worked with 9 different insurance companies creating 12 products while building out a national agency. IUL became the fastest growing insurance product over the next decade and AMZ was the market leader.

In 2020 I merged AMZ with Partners Advantage and a year later sold both firms to Arthur A. Gallagher.

Happily married since 1991 with 2 awesome grown kids. I spend as much time as possible in South East Alaska enjoying God’s creation.

Leslie Alan Rozencwaig

Leslie is an Estate Planning and Intellectual Property Law lawyer in Hallandale Beach Florida. He has been licensed for 36 years. He attended the University of Maimi School of Law.

He is a seasoned discussion leader. He has been the main speaker on numerous occasions at seminars, conferences, and similar meetings for various professional organizations on subjects including but, not limited to Family Offices, Foreign and Domestic Estate and Gift Tax Planning, Stockholders Agreements, Consulting Agreements, Employment Agreements, Partnership Agreements, Asset Protection Trusts, Foreign Trusts, Corporate Tax Planning, Partnership Tax Planning and Individual Income Tax Planning; Pre Immigration Planning, and Taxation and Structuring of Foreign Investment in United States Real Property.