Leadership Law Alumni

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Jim Daniels

Professional: State Farm Insurance Agent – 1974-Present; V.P. Legal/Legislative N.A.S.F.A & C. E.A.A. Agent Associations; Registered Lobbyist; N.A.I.C., State of Florida, U.S. House of Rep., U.S. Senate.

Education: Jacksonville University- Bachelor of Arts Degree; Stetson College of Law; Rollins College MBA Degree (Crummer Graduate School), President E.M.B.A class 2011.

Honors and Awards: Past Member-Select Agent, Legion of Honor, Millionaire Club; President designate of inaugural class of O.C.P.S. Leadership Orange

Professional Associations and Memberships: National Association of State Farm Agents, Coalition of Exclusive Agent’s Assoc.

Personal: Born 1946 in Sanford, Florida; attended public school 1-12 grades Miami, Florida; married to Karen; eight children (5 sons & 3 daughters; oldest 44, youngest 4-year-old identical twin girls). Step father, licensed attorney Florida. Natural father served on President’s Kennedy and Johnson’s cabinet. First wife is a medical malpractice attorney. Oldest son, Jimmy, is an Assistant State Attorney in Georgia. The godparents of two teenage sons are past presidents of the Florida Trial Lawyers (John Romano & Karen Gievers/Bach).

Insurance Agent · State Farm Insurance · 407-855-6791 · Contact by email

Kathie De Filippo

CPA/Principal · Parks, De Filippo & Associates · 407-539-1330 · Contact by email

Jim Dorman

Jim is a Certified Financial Planner and Certified Public Accountant holding the Series 7, 24, 63 and 65 licenses and an insurance license in the State of Florida. He is a registered representative of NEXT Financial Group, Inc. Jim is also a Registered Investment Advisor, registered with FINRA and the SEC. He provides comprehensive financial planning to both individuals and corporations, primarily on a fee basis. Jim and his firm are currently managing in excess of $80 million. His work with individuals includes a full range of services from family budgeting and goal setting, to estate planning. Over the years Jim has assisted clients in identifying their long-term objectives and reaching their goals. He has helped clients with some of the more basic financial planning objectives, such as home and car financing, and some of the more complex goals such as what to do with your business as you retire. Jim advises businesses on all forms of employee benefit plans, from health and life insurance to qualified and non-qualified retirement plans. Jim serves in an advisor role with numerous 401(k) and other retirement plans for companies of various sizes.

President · Dorman Financial Management, P. A. · 407-774-6815 · Contact by email

Dana Dougherty

VP, Finance and Administration · Miller Bearings, Inc. · 407-425-9078 · Contact by email