Harold Evensky and Deena Katz

Client demographics: Primarily Florida professionals and business owners between the ages of 40 and 80, with a median age of 50.

EVENSKY:

Education: B.S., M.S. in engineering from Cornell University

Previous incarnations: VP of investments at Drexel Burnham Lambert, VP of investments at Bache, partner in homebuilding companies, U.S. Army captain, engineer at Procter & Gamble

Professional designation(s): CFP

Outside interests: Travel, wine

Books published: Wealth Management (McGraw-Hill, 1996), Y2K and Your Money (Sitting Duck Press, 1999), Long-Term Health Care (Houghton Mifflin, 1990)

KATZ:

Education: B.A. in education and English from Adrian College (Michigan)

Previous incarnations: President of another financial planning firm, VP and con- troller of Katz Realty, teacher of high school English and first grade

Professional designation(s): CFP

Outside interests: Music, reading, travel

Books published: Deena Katz’s Tools and Templates for Financial Advisers (Bloomberg, 2001), Deena Katz on Practice Management (Bloomberg, 1999), Taking Charge of Your Retirement (Lee Simmons Associates, 1997), Long-Term Care: Needs, Costs, and Financing (Health Insurance Association of America, 1996), Planning for Long-Term Care Needs (Lee Simmons Associates, 1997), Planning Long-Term Health Care (Houghton Mifflin, 1990)