Estate Planning Council Directory

Member Name	Firm-Employers Name	Work Phone	Company Website	Professional Designations
Albury, Leanne	Purvis, Gray & Company	352-732-3872	www.purvisgray.com	Senior Accountant
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
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
Davis, Robert	Marion County Clerk of Court and Comptroller	352-671-5704	www.marioncountyclerk.org	Attorney
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
Dobkowski, Natasha	Marion Senior Services	352-620-3501 ext. 152	www.marionseniorservices.org	Nonprofit Marketing and Fund Development
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
Hope, Kyle	Ramunno Law Firm, PA	352-854-5570		Attorney
Kiefer, Scott	Kiefer Insurance	352-732-7501	www.kieferinsurance.com	LUTCF
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
Lee, Steve	Purvis Gray and Company, CPA	352-732-3872	www.purvisgray.com	CPA
McCall, Beth	Hospice of Marion County	352-873-7400 ext. 1771	www.hospiceofmarion.com	CFRE
Moses, Josh	Richard and Moses LLC	352-369-1300	www.ocalaprobatelawyer.com	Attorney
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
Scribner, Mary	Robson, Scribner & Stewart	352-694-4184	www.rsscpa.com	CPA
Stanford, Frances	Synovus Trust Co NA	706-649-4700	www.synovus.com	Trust Officer
Taft, Alice	First National Bank of Mount Dora	352-383-2140	www.fnbmd.com	CTFA, Trust Officer
Van Heyde, Cindy	Southeast Trust Company	352-671-4485	www.southeasttrust.com	Private Wealth Adviser; Certified Wealth Strategist
Wright, Tom	Sabal Trust		www.sabaltrust.com	Trust Officer
Wyrostek, James	Wyrostek Financial and Business Coaching, LLC	260-437-4713	https://wyrostekcoaching.com/	Accredited Estate Planner Certified Financial Planner Master Coach CFC CLU