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
Awuma, Marlon K.	CUNA Brokerage Services (Campus USA)	352-264-8458	www.campuscu.com/campus-investment-trust-services	CFP
Bishop, Jr., Waldo Emerson	W.E. Bishop, Jr., P.A.	352-237-9225		Attorney
Bullard, J. Warren	Bullard & Mulkey, P.A.	352-732-5900	www.probatelawyerocala.com	Attorney
Bullard, Joseph	Duggan, Joiner & Co.	352-732-0171	www.djcocpa.com	CPA
Camp, Mark	LifeCare Funding Solutions	352-369-9726	www.lifecarefundingsolutions.com	Registered Investment Advisor
Campbell, Andy	LPL Financial	352-804-9595	www.lpl.com	Financial Advisor
Cooper, Thomas J.	Naples Asset Management Co., LLC	239-593-5525 x 105	www.namcoa.com	CFP
Davis, Elizabeth	Taxes Untangled	352-547-8445	www.taxesuntangled.com	CPA
Dean, Timothy S.	Dean Law Firm, LLC	352-387-8700	www.deanfirm.com	Attorney
Driscoll, John T.	John T. Driscoll CPA, P.A.	352-622-5664	www.jtdriscollcpa.com	CPA
Duris, Colleen M.	Colleen M. Duris, P.A.	352-732-7020	www.ocalaelderlaw.com	Attorney
Elayman, Sarah K.	Absolute Law Group	352-205-4455	www.absolutelawgroup.com	Attorney
Fontaine, Jane B.	Ameriprise Financial - EIS Wealth Management	352-622-9090	www.eiswealth.com	CASL; Masters in Financial Planning
Fontana, Alex	BB&T Scott & Stringfellow	352-390-2825	http://thetuckerfontanagroup.bbtscottstringfellow.com	CFP
Hancock, Melissa K.	Melissa K Hancock PA	352-509-7004	www.ocalafamilylegal.com	Attorney
Kiefer, Scott	Kiefer Insurance	352-732-7501	www.kieferinsurance.com	LUTCF
Kilmer, Virginia	Perpetual Care, Inc.	888-355-7091	www.perpetualcare.org	Nonprofit
Knife, Christopher	College of Central Florida Foundation	352-873-5808 ext. 1388	www.cf.edu/foundation	Nonprofit Executive Director
Mangum-Sams, Rachel	Mangum Wealth Management	352-202-9391	www.thrivent.com	Financial Advisor
McCall, Beth	Hospice of Marion County	352-873-7400 ext. 1771	www.hospiceofmarion.com	CFRE
Mulkey, Shannon	Bullard & Mulkey, P.A.	352-732-5900	www.probatelawyerocala.com	Attorney
Navetta, Nick	Edward Jones	352-629-2165	www.edwardjones.com/nick-navetta	Financial Advisor
Pick, Tracy Martin	Florida Financial Group - Mass Mutual	352-629-9555	www.floridafinancialgroup.com
Rauba, Samantha	Schatt, McGraw, Rauba & Mutarelli	352-789-6570	www.schatthesser.com	Attorney
Scribner, Mary	Robson, Scribner & Stewart	352-694-4184	www.rsscpa.com	CPA
Smith, Caleb	The Florida Legal Advocacy Group, PA	352-732-8030	www.thefloridalegaladvocacygroup.com	Attorney
Taft, Alice	First National Bank of Mount Dora	352-383-2140	www.fnbmd.com	CTFA, Trust Officer
Van Heyde, Cynthia Leigh	Southeast Trust Company	352-671-4485	www.southeasttrust.com	Private Wealth Adviser; Certified Wealth Strategist
Ziegler, Christopher	Purvis, Gray & Company	352-732-3872	www.purvisgray.com	CPA