Member Name | Firm-Employers Name | Work Phone | Company Website | Professional Designations |
---|---|---|---|---|
Albury, Leanne | Purvis, Gray & Company | 352-732-3872 | www.purvisgray.com | Senior Accountant |
Amundrud, Lise | American Cancer Society Estate Planning Unit | 727-276-0341 | www.cancer.org/involved/donate/planned-giving.html | |
Axson, Pete | PFS Investments, Inc. | 352-843-2828 | www.primerica.com/waxson | Investment Advisor Representative |
Bond, Tommy | Raymond James | 352-854-6866 | Registered Investment Advisor | |
Bullard, J. Warren | Bullard & Mulkey, P.A. | 352-732-5900 | www.probatelawyerocala.com | Attorney |
Camp, Mark | LifeCare Funding Solutions | 352-369-9726 | www.lifecarefundingsolutions.com | Registered Investment Advisor |
Cervellera, Christopher | Cerv Law, PLLC | 727-619-4234 | www.cervlaw.com | Attorney |
Chappell, Tyler | The Brick City Group of Truist Investment Services, Inc. | 352-390-2831 | www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474 | |
Cooper, Thomas J. | Naples Asset Management Co., LLC | 239-593-5525 x 105 | www.namcoa.com | CFP |
Czaya, Adam | Keith Taylor Law Group, PA | 352-795-0404 | www.keithtaylorlaw.com | Attorney |
Davis, Elizabeth | Taxes Untangled | 352-547-8445 | www.taxesuntangled.com | CPA |
Davis, Marina | J. P. Morgan Wealth Management | 352-421-7171 | www.jpmorgan.com | Registered Investment Advisor |
Dean, Timothy S. | Dean Law Firm, LLC | 352-387-8700 | www.deanfirm.com | Attorney |
DeIorio, Lauren | Community Foundation of Ocala/Marion County | 352-622-5020 | www.ocalafoundation.org | Nonprofit President/Executive Director |
Donohue, Kristina | Kimberly's Center for Child Protection | 2800 NE 14th Street Ocala, FL 34470-4820 | www.kimberlyscenter.org | Development Director |
Douglas, Charles | Douglas Law Firm | 352-261-6054 | www.dhclawyers.com | Attorney |
Elayman, Sarah K. | Absolute Law Group | 352-205-4455 | www.absolutelawgroup.com | Attorney |
Fontaine, Jane B. | Ameriprise Financial - EIS Wealth Management | 352-895-2030 | www.eiswealth.com | CASL; Masters in Financial Planning |
Garlisi, Michael | Raymond James | 352-291-6707 | www.garlisiwealthmanagement.com | Financial Advisor |
Gibboney, John | James Moore and Co | 352-448-7185 | www.jmco.com | CPA |
Harris, William A. | The Batts Law Group | 352-857-9986 | www.battslawgroup.com | Attorney |
Hollander, Michael A | Hollander Law, LLC | 352-406-2092 | www.hollander-law.com | Attorney |
Hope, Kyle | Ramunno Law Firm, PA | 352-854-5570 | Attorney | |
Kiefer, Scott | Kiefer Insurance | 352-732-7501 | www.kieferinsurance.com | LUTCF |
Kirkland, Catherina | Edward Jones | 352-351-0769 | www.edwardjones.com/catherine-kirkland.com | Financial Advisor |
Knife, Christopher | College of Central Florida Foundation | 352-873-5808 ext. 1388 | www.cf.edu/foundation | Nonprofit Executive Director |
Lacey, Jeremy | Purvis Gray and Company, CPA | 352-732-3872 ext. 7601 | www.purvisgray.com | CPA |
Latson McMillan, Marya Reynolds | Law Office of Marya Latson | 352-208-6852 | Attorney | |
Lee, Steve | Purvis Gray and Company, CPA | 352-732-3872 | www.purvisgray.com | CPA |
Levin, Eddie | Levin Insurance Services | 352-634-4793 | www.levininsuranceservices.com | Chartered Life Underwriter and Chartered Financial Consultant |
McCall, Beth | Hospice of Marion County | 352-873-7400 ext. 1771 | www.hospiceofmarion.com | CFRE |
Navetta, Nick | Edward Jones | 352-629-2165 | www.edwardjones.com/nick-navetta | Financial Advisor |
Norman, Linda | Voices of Change Animal League | 352-289-0800 ext. 900 | www.vocalforpets.org | Certified Financial Planner |
Pick, Tracy Martin | Florida Financial Group - Mass Mutual | 352-629-9555 | www.floridafinancialgroup.com | Registered Investment Advisor |
Rojas, David | H Michael Evans PA | 352-489-3700 | www.hmichaelevanspa.com | Attorney |
Sapp, Steven | Schoepf Sapp and Associates | 352-402-9950 | www.ocalabestcpa.com | CPA |
Taft, Alice | First National Bank of Mount Dora | 352-383-2140 | www.fnbmd.com | CTFA, Trust Officer |
Van Duzer, John | James Moore Co. | 352-224-2184 | www.jmco.com | CPA |
Van Heyde, Cindy | Southeast Trust Company | 352-671-4485 | www.southeasttrust.com | Private Wealth Adviser; Certified Wealth Strategist |
Walkup, Rhoda | Ergle Financial Services | 352-237-0190 | www.raymondjames.com/erglefinancial/ | Financial Advisor |
Wedderburn, David | The Brick City Group of Truist Investment Services, Inc. | 352-390-2171 | www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474 | |
Wright, Tom | Sabal Trust | 352-751-2195 | www.sabaltrust.com | Trust Officer |
UNITING PROFESSIONALS SERVICING THEIR CLIENTS' INVESTMENT AND LEGACY NEEDS IN OUR COMMUNITY SINCE 1986.
- Financial Planners
- Attorneys
- Accountants
- Professional Guardians
- Medical Personnel
- Representatives of Long Term Care Facilities
- NonProfit Foundation Charitable Donation Planners
- Other Similar Professions
Advising clients on how to make an impact can be tough.
Our connection to community nonprofits will help you cater to your clients specific needs.
We’re so grateful for the work the Community Foundation does for us. It shows through Give4Marion, professional development resources and other services; not only in helping us raise money, but by helping minimize the economic impact of COVID-19 for our entire community.
“We didn’t understand the impact the Community Foundation can have on a group like ours who are passionate about a mission without the ability to manage the mechanics. We wanted to do good, raise funds and give back, and through the Foundation, we can focus on that without worrying about the administration of making that happen.“
“All the Foundation’s efforts align closely to our and our Adam Hanson Better Communities Fund goals. We are honored to be in the inaugural class of The Pillar Society and to support their many important community initiatives.“
City of Ocala
The Community Foundation, and particularly the grant services department, has been instrumental in helping the City of Ocala implement our vision for the City. From helping to secure grant funding for the Mary Sue Rich Community Center to their work with the Community Paramedicine program to assisting with the Community Development Block Grant process, we are looking forward to continued partnership with the Foundation. Together, the City and the Foundation are working to build a stronger community!
TRANSITIONS OF LIFE CENTER
Apart from the Nonprofit Resource Center, most local, independent organizations wouldn’t have attainable and affordable access to specialized, professional development, a resource library, counseling, advocacy, and a platform to network with other organizations.
THE ESTATE PLANNING COUNCIL IS A PROUD MEMBER OF:
PAST PRESIDENTS
2018-2021 Tim Dean
2015-2018 Kenneth Nadeau
2013-2015 Sheryl Goedert
2012-2013 Edmund “Ned” Barry
2011-2012 Emily Humphreys-Beher
2010-2011 Connie Brown
2009-2010 Lisa Lombardo
2008-2009 Susan Lightbody
2006-2007 Syndie Levien
2005-2006 Robert Stermer
2004-2005 Hubert (Hugh) Hicks
2003-2004 Kevin McDonald
2002-2003 Jeff Sauey
2000-2001 Randy Klein
1999-2000 Colleen Duris
1998-1999 Jane Fontaine
1997-1998 Theresa Baker