Estate Planning Council Directory

Member Name	Firm-Employers Name	Work Phone	Company Website	Professional Designations
Robert Fox	Robert E. Fox - RETIRED	352-854-5907		CLU - AEP
Sheryll Goedert	Collier Jernigan & Goedert PA	352-732-5601	www.colliercpas.com	CPA - ABV
Andy Campbell	LPL Financial	352-804-9595		Financial Advisor
Colleen M. Duris	Colleen M. Duris, P.A.	352-732-7020	www.ocalaelderlaw.com	Attorney
M. Theresa Baker	Law Office of M. Theresa Baker	352-732-3090		Attorney
Lee Ebanks	Community Bank & Trust of Florida	352-291-5997	www.cbtfl.com	Trust Officer - Accredited Estate Planner - CTFA
Samantha Shealy Rauba	Schatt, Hesser, McGraw	352-789-6570	www.schatthesser.com	Attorney
Timothy S. Dean	Dean Law Firm, LLC	352-387-8700	www.deanfirm.com	Attorney
Mary Scribner	Robson, Scribner & Stewart	352-694-4184	www.rsscpa.com	CPA
Joseph Bullard	Duggan, Joiner & Co.	352-732-0171	www.djcocpa.com	CPA
Cynthia Leigh VanHeyde	Community Bank & Trust of Florida	352-671-4485	www.cbtfl.com	Private Wealth Adviser - Certified Wealth Strategist
Marc C. Stalvey	Edward Jones	352-512-9715	www.edwardjones.com/marc-stalvey	Accredited Asset Management Specialist
Jane B. Fontaine	Ameriprise Financial Wealth Management	352-622-9090	www.eiswealth.com	CASL; Masters in Financial Planning
Elizabeth Davies	Taxes Untangled	352-547-8445	www.taxesuntangled.com	CPA
J. Warren Bullard	Bullard & Mulkey, P.A.	352-732-5900	www.probatelawyerocala.com	Attorney
Sarah K. Elyaman	Absolute Law Group	352-205-4455	www.absolutelawgroup.com	Attorney
Jeffrey L. Sauey	Jeffrey L. Sauey, P.A.	352-402-0300	www.jeffreylsauey.com	Attorney
Nick Navetta	Edward Jones	352-629-2165	www.edwardjones.com	Financial Advisor
Thomas J. Cooper	Naple Asset Management Co., LLC	239-593-5525	www.namcoa.com	CFA; RIA
Shannon Bullard	Bullard & Mulkey, P.A.	352-732-5900	www.probatelawyerocala.com	Attorney
John T. Driscoll	John T. Driscoll CPA, P.A.	352-6225664	www.jtdriscollcpa.com	CPA
Christopher Ziegler	Purvis Gray & Company	352-732-3872	www.purvisgray.com	CPA
Mark Camp	LifeCare Funding Solutions	352-369-9726	www.lifecarefundingsolutions.com	Registered Investment Advisor
Scott Kiefer	Kiefer Insurance	352-732-7501	www.kieferinsurance.com	LUTCF
Stephanie Swetland	Villela & Shilts, LLC	1-844-850-6166 ext. 117	www.VSCPA.us	Enrolled Agent
Lauren Gibson	Lauren Gibson State Farm	352-355-3340	www.insuredbylauren.com	Insurance Agent
Virginia Kilmer	Perpetual Care, Inc.	888-355-7091	www.perpetualcare.org	Nonprofit