Our Team
United Capital of South Florida is an all-star team with one common goal - helping clients achieve their financial goals. Our sought-after industry leading experts in financial planning, wealth management and corporate benefits marketplace share a passion for developing and mentoring staff. We encourage professional development and the attainment of professional designations so that everyone performs to the highest level possible.
The result - a helpful, knowledgeable staff that are empowered to make decisions and make a difference.
Neal A. Slafsky
CLU, ChFC, CFP®, Managing Director
For over twenty-three years, Neal has helped individuals and business owners make their financial dreams become reality. His philosophy of offering independent financial planning advice only after fully understanding a client's needs, goals and dreams serves as the foundation for all services offered by the firm.
As a nationally-recognized expert in financial planning, Neal has shared his insights at numerous national industry conferences and video teleconferences. Reporters from Investment News, AdvisorToday, Insurance Networking News, Kiplinger's Personal Finance Magazine and South Florida Business Journal have sought him out to share his expertise on a wide range of wealth management topics.
"You can only successfully advise someone about managing their wealth if you have a full understanding of what money means to them and what they want out of life."
Professional Services
- Financial Planning
- Corporate Retirement Planning
- Investment Management
- Individual Insurance
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter
- Chartered Financial Consultant
Personal
- Married with three sons
- Active in the Jewish Federation of Broward County
- Youth Sports
- eMoney Advisor, Inc. Advisory Board
Robert B. Wolfe
CFP®, Managing Director
robert.wolfe@unitedcp.com
Rob has built a reputation as a highly competent financial planner by having helped clients achieve their personal financial objectives with customized investment planning strategies.
Respected for his knowledge of current financial planning issues, Rob is frequently quoted by The Wall Street Journal and Dow Jones Newswire, contributes articles on investment and financial planning to local, regional and national publications, and has been a frequent guest on CNBC's "Make Your Money Work" segment of their "Power Lunch" program.
His distinguishable expertise and service earned him the prestigious "2000 Ticker Ace Advisor of the Year Award for Best Educator," which is presented annually by the industry-renowned Ticker Magazine to one advisor throughout the entire country who has demonstrated the most superior proficiency and skill in client education. He has been repeatedly named to Medical Economics' exclusive list of "The 150 Best Financial Advisors for Doctors." Prior to joining Capital Planning Group in 2000, Rob was Senior Vice President and Director of Client Services for Compu-Val Investments, Inc. in Wilmington, Delaware.
Professional Services
- Investment Management
- Financial Planning
- Individual Insurance
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Asset Management Specialist from the College for Financial Planning, Denver, Colorado
- Bachelor of Science degree in Finance from Indiana University of Pennsylvania
Personal
- Member of the Financial Planning Association
- Member of the Association of Investment Management Executives
Sarah Bunting Deviney
Sarah has been working in the investment advisory business for over seven years, the last two of which have been with United Capital of South Florida. Prior to joining United Capital of South Florida, Sarah worked as an Internal Account Executive at SEI (NASDAQ: SEIC), a leading global provider of outsourced asset management, investment processing and investment operations solutions based in the Philadelphia area. There, Sarah consulted with financial advisors on how to best implement SEI investment solutions for their clients. Since her arrival at United Capital of South Florida, Sarah has worked with hundreds of individuals and families to help simplify their lives and achieve their financial goals.
“The best part of my job is getting to know our clients beyond the typical financial discussion – learning about the things they enjoy doing, the dynamics of their family relationships and how they view the world. I believe that this in turn makes be a better advisor, as I am able to anticipate their needs and help them plan accordingly.”
Professional Services
- Financial Planning
- Corporate Retirement Planning
- Investment Management
- Individual Insurance
Qualifications
- FINRA Series 7 and 66
- Currently Pursuing CERTIFIED FINANCIAL PLANNER™ Designation
- Florida Life, Health and Variable Annuity Insurance Licenses
- Bachelor of Arts in Economics from Bucknell University in Lewisburg, PA
Personal
- Member of Junior League of Ft. Lauderdale
Michael P. Aberle, II
Director of Finance
Michael has been working in the financial services industry since 1992, when he interned at Shearson, Lehman Brothers as a client services associate. After working for a number of major wire houses as a stockbroker, in April of 2000, Michael joined United Capital of South Florida for the opportunity to explore a more holistic approach to wealth management.
"At United Capital of South Florida we are not successful unless our clients are meeting their financial goals. The sincere concern that we have for clients and the desire to consistently exceed their expectations drives everything we do. Our clients are the best. They deserve the best from us, and they get it - each and every time."
Professional Services
- Financial Management
- Operations Management
- Compliance Management
Qualifications
- FINRA Series 7, 24, 28 and 63
- Bachelor of Arts in Financial Administration with a concentration in Financial Markets, Michigan State University, East Lansing, Michigan
Personal
- "Ask me on any day, and I will tell you - if I were any better, my stock would split!"
Krystle Gans
Wealth Adviser
Krystle joined United Capital at the start of 2008. She is a graduate of the University of Florida. She also completed her MBA at Florida Atlantic University specializing in Financial Planning. At United Capital, she works with several plan sponsors and participants specializing in corporate retirement plans. Krystle has conducted several educational presentations for plan participants and spends a lot of time with participants one-on-one. “Preparing for retirement is imperative. It is vital to target young individuals to understand the importance of preparing for 20 to 30 years without a paycheck.”
Professional Services
- Corporate Retirement Planning
- Investment Planning
- Financial Planning
Qualifications
- FINRA Series 7 and 66 Licensed
- Florida, Life, Health and Variable Annuity Insurance Licensed (2-15)
- Bachelors Degree from the University of Florida
- Master of Business Administration in Financial Planning
- Working to obtain CFP Certification
Personal
- United Way of Broward County Ambassador
- 2nd Generation Financial Planner
Mark Sachs
CFP®, Wealth Adviser
Mark has built a reputation as a competent, committed and trusted financial planner. Mark’s purpose statement is to help enrich clients’ lives, enhance the lives of those they love and help them leave a legacy consistent with their values. To that end, Mark strives to help his clients achieve clarity of purpose within their financial framework and construct an appropriate course of action to help them be successful.
Because of his reputation as a motivating and knowledgeable public speaker, Mark is often sought to speak locally and nationally about philanthropy, philanthropic planning and the role of philanthropy in “successful families”. He has published articles in local and regional publications addressing issues ranging from succession planning for business owners to the effect of tax legislation on charitable planning techniques.
Mark originally joined Capital Planning Group at the beginning of 2000, leaving several years later to expand his industry exposure. He has since returned to United Capital of South Florida with the belief that this firm embodies “the noble features of the financial services industry”.
Professional Services
Investment Management
- Financial Planning
- Individual Insurance Planning
- Philanthropy as a Process
Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Chartered Life Underwriter
Personal
- Married with three daughters
- Triathlete
- Active in AIPAC, Jewish Federation and national security organizations
Vanessa G. Mariano
Relationship Manager
Vanessa has worked with United Capital of South Florida since 2007, and has been an integral part in our company’s growth. She was first attracted to United Capital of South Florida because of the other energetic professionals who have an in-depth knowledge in their areas of expertise. After working for large corporations, Vanessa felt revived and refreshed at the truly client-oriented service approach United Capital of South Florida takes.
“I truly believe that “success is measured by doing ordinary things extraordinarily well.” Here at United Capital of South Florida, we achieve success daily.”
Professional Services
- Individual Insurance Operations
Qualifications
- FINRA Series 7 and 66
- Florida Life, Health and Variable Annuity Insurance Licenses (215)
- Bachelor of Science in Finance from the University of Florida
Personal
- Fluent in Portuguese
- Conversational in Spanish
Gina Epstein
Client Services Manager
Tammy Isadore
Client Services Manager
Tammy joined United Capital of South Florida over a year ago as an Accounting Coordinator and has now transitioned to the Insurance Department as a New Business Coordinator. She has had more than 5 years of experience working in the Insurance arena. Prior to working at United Capital of South Florida, she worked at Berkley Risk Administrators Company, LLC, a nationwide provider of risk management services. There, she worked in the Accounting department, mostly focusing on programs in the Property & Casualty insurance division of the company.
“Striving to do better progressively results in excellence. At United Capital of South Florida, we reach this distinction by constantly challenging ourselves to improve the quality of what we have to offer.”
Professional Services
- Accounting
- Individual Insurance
- Qualifications
- Currently pursuing FL Life, Health, and Variable Annuity Insurance License
- Bachelor of Arts in Psychology from the University of MN
Personal
- Member of The American Society for the Prevention of Cruelty to Animals (ASPCA)
Bajihe Janowitz
Client Services Manager
Judith Khouri
Executive Assistant to Neal Slafsky and Robert Wolfe
Judi is devoted to ensuring that our clients’ very first impression of United Capital of South Florida is a professional, courteous, and welcoming one. She is responsible for communicating with our clients in order to schedule and confirm appointments. With expertise managing the many details of client data and communications, Judi’s attention to detail and dedication to serving our clients facilitates the office running efficiently.
Judi has over a decade of experience in the financial services industry and became a member of the United Capital family in the summer of 2004. She has continued to play an integral role in United Capital’s continuous growth.
In her spare time, Judi enjoys spending time with her granddaughter, going to the beach, studying American Sign Language and volunteering at a Hippotherapy and Therapeutic Riding Center.