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R. Marshall Jones
Marshall Jones is a nationally recognized estate planning insurance consultant, speaker and author. His 30+ years of experience counseling families of wealth have established him as a trusted advisor to his clients, their families, and their attorneys, accountants and other advisors.

Mr. Jones graduated with honors from Harvard College and received a Juris Doctorate from the University of Akron Law School. He is a non-practicing member of the Florida Bar and holds the professional designations of Accredited Estate Planner (AEP®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Known for his ability to translate complex estate planning and financial issues into understandable terms, he has lectured at numerous professional organizations, including national meetings of the Association for Advanced Life Underwriting (AALU), Million Dollar Round Table (MDRT) and the Society of Financial Services Professionals (SFSP). He is the author of the book, Making Decisions about Life Insurance, has written numerous articles and is a frequent contributor to professional journals.

Marshall and his wife, Irene, have been married for over 30 years and live in Palm Beach Gardens, Florida. Marshall enjoys golf, running, bridge and reading. Marshall has completed a number of marathons. He finished 36th in the 1973 Boston Marathon and was the first Florida finisher in the 1997 and 1998 New York City Marathons. Marshall and Irene are committed to serving their community and participate in a number of charitable and educational organizations.


Burns M. Lowry
For more than 30 years, Burns M. Lowry has been involved in the design and implementation of advanced planning strategies for some of the nation’s wealthiest families as well as leaders of Fortune 500 companies. In most cases, this involves working with the client’s other advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques. Before forming Jones Lowry, Mr. Lowry had a distinguished 25 year career with several national financial service firms. He served as Managing Director and Senior Resident Officer at Bessemer Trust in Miami, National Director and Senior Vice President with Merrill Lynch Trust Company, National Director of Business and High Net Worth Planning, and Senior Director and National Sales Manager of Merrill Lynch Insurance Group.

Mr. Lowry is an Accredited Estate Planner (AEP), a Chartered Advisor in Philanthropy (CAP), a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is a graduate of the Securities Industry Association Institute at The Wharton School of Business and also is a member of the UK-based Society of Trusts and Estate Practitioners (STEP). He is a long tenured member of the Association of Advanced Life Underwriters, the leading technical arm of the life insurance industry, where he serves on the Business and Estate Planning Committee.


Adam D. Sendzischew
Adam D. Sendzischew is a Vice President of Jones Lowry specializing in advanced life insurance strategies. Adam applies a global perspective and our values-driven approach to help integrate all aspects of his clients’ wealth planning. For almost a decade, he has worked with high net worth clients and their professional advisors to provide value-added planning solutions. .

Mr. Sendzischew graduated in the top 2% of his class at the University of Miami with a Bachelor’s degree in Finance & Law before earning both an MBA in Finance and an MBA in Operations Management. He is an Accredited Wealth Management Advisor (AWMA®) and Accredited Asset Management Specialist Advisor (AAMS®). He sits on the University of Miami’s Citizen’s Board and the Estate Planning Council of Greater Miami and is involved in various chambers of commerce and the boards of other philanthropic organizations.


Sharon C. Lindsey
Sharon C. Lindsey, JD, brings over two decades of experience and an extensive background in life insurance, estate, tax and philanthropic planning to her role as Director at Jones Lowry.

From her tenure at Prudential Preferred Financial Services to her years at the Jewish Federation of Palm Beach County, she has had the privilege of helping families and businesses achieve their financial goals, building successful teams of client advisors, and creating and cultivating long-term client relationships.

Her ability to listen empathetically and translate complex planning strategies into understandable solutions tailored to her clients’ specific needs helps her bring the right people and the right solutions to the planning table in her work with advisors and their high net worth clients.

Mrs. Lindsey is a member of both the Florida and New Jersey Bar Associations. She graduated with honors from Boston University School of Management and earned her law degree from Nova Southeastern University. She is a past President of both the Palm Beach County Estate Planning Council and the Planned Giving Council of Palm Beach County and is involved with philanthropic and educational organizations in her community.


Cara Lamborn
Cara Lamborn joined Jones Lowry in 2001. She is the inside planner and spends her time meeting with our clients and designing creative solutions to meet their individual needs. Cara graduated Summa Cum Laude from Palm Beach Atlantic University with a degree in Business Management and an emphasis on mathematics. She earned a certificate in Financial Planning from Kaplan University and is a Certified Financial PlannerTM. Cara is a FINRA registered representative and holds the Series 7 securities license and life, health and annuity licenses. She is a long tenured member of the Palm Beach County Estate Planning Council and is currently serving the role of council President. She is also involved with other philanthropic organizations and is currently pursuing her Accredited Estate Planner designation.


Paula Teixeira
Paula Teixeira came to Jones Lowry in 2005 with many years of experience as the head of underwriting with a regional financial institution. Paula manages the Jones Lowry Underwriting Advocacy Process to obtain and implement personalized insurance solutions for each client. Paula graduated from the University of Oregon with a degree in Journalism. Paula is a FINRA registered representative and holds the Series 6 series license and life, health and annuity license. She is a Chartered Life Underwriter. Paula and her husband, Aloisio, have three children; Sam, Tyler and Ana. Paula loves to read, and displays her creativity by writing.


Kyle Jones
Kyle Jones joined the Jones Lowry team in 2010. Kyle provides client support and case design. She graduated from The George Washington University with a degree in Business Administration and a dual concentration in Finance and International Business. Kyle is a Certified Financial PlannerTM, a FINRA registered representative and holds the Series 7, Series 66, and life, health and annuity licenses. Kyle lives in Palm Beach Gardens. She enjoys traveling and reading in her spare time.