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UNITING PROFESSIONALS SERVICING THEIR CLIENTS' INVESTMENT AND LEGACY NEEDS IN OUR COMMUNITY SINCE 1986.

EDUCATION

NETWORKING

EXCELLENCE

This Council provides a source of educational information, a forum for networking among disciplinarians who practice facets of estate planning, and promotes interdisciplinary communication and cooperation. The goal of our professional members is to improve our knowledge to render the best professional service to the public. Membership is open to those individuals in professions that deal with estate planning and its related issues:

  • Financial Planners
  • Attorneys
  • Accountants
  • Professional Guardians
  • Medical Personnel

  • Representatives of Long Term Care Facilities
  • NonProfit Foundation Charitable Donation Planners
  • Other Similar Professions

MEMBERSHIP BENEFITS

Quarterly Meetings on Current Topics at the Local, State & National Level
Networking with other Professionals Across Sectors
A Robust, Interactive National Website with Newsletter & Blogs
Access to Continuing Education Opportunities
Monthly Member Communication Including Announcements & Professional Development Opportunities
Access to Community Foundation Resources & NonProfit Business Council
Cost-Effective Partnership with Dozens of Area Estate Planning Advisors

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.

THE ESTATE PLANNING COUNCIL IS A PROUD MEMBER OF:

GETTING STARTED IS SIMPLE

STEP 1: JOIN

Click the JOIN NOW button and submit your application for the Estate Planning Council today.

STEP 2: ENGAGE

Add a robust philanthropic edge to the services you offer your clients thru the networking, education and opportunities of the Council.

STEP 3: CONNECT

Start connecting your clients passions with local needs.

LEADERSHIP

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PRESIDENT

Joe Bullard
Duggan, Joiner & CO.
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TREASURER

Warren Bullard
Bullard & Mulkey, PA
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SECRETARY

Nick Navetta
Edward Jones
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PROGRAMS DIRECTOR

Mark Camp
LifeCare Funding Solutions

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

ESTATE PLANNING COUNCIL DIRECTORY

Member NameFirm-Employers NameWork PhoneCompany WebsiteProfessional Designations
Albury, LeannePurvis, Gray & Company352-732-3872www.purvisgray.comSenior Accountant
Axson, PetePFS Investments, Inc.352-843-2828www.primerica.com/waxsonInvestment Advisor Representative
Bullard, J. WarrenBullard & Mulkey, P.A.352-732-5900www.probatelawyerocala.comAttorney
Camp, MarkLifeCare Funding Solutions352-369-9726www.lifecarefundingsolutions.comRegistered Investment Advisor
Cervellera, ChristopherCerv Law, PLLC727-619-4234www.cervlaw.comAttorney
Cooper, Thomas J.Naples Asset Management Co., LLC239-593-5525 x 105www.namcoa.comCFP
Czaya, AdamKeith Taylor Law Group, PA352-795-0404www.keithtaylorlaw.comAttorney
Davis, ElizabethTaxes Untangled352-547-8445www.taxesuntangled.comCPA
Davis, MarinaJ. P. Morgan Wealth Management352-421-7171www.jpmorgan.comRegistered Investment Advisor
Dean, Timothy S.Dean Law Firm, LLC352-387-8700www.deanfirm.comAttorney
DeIorio, LaurenCommunity Foundation of Ocala/Marion County352-622-5020www.ocalafoundation.orgNonprofit President/Executive Director
Dobkowski, NatashaMarion Senior Services352-620-3501 ext. 152www.marionseniorservices.orgNonprofit Marketing and Fund Development
Douglas, CharlesDouglas Law Firm352-261-6054www.dhclawyers.comAttorney
Elayman, Sarah K.Absolute Law Group352-205-4455www.absolutelawgroup.comAttorney
Fontaine, Jane B.Ameriprise Financial - EIS Wealth Management352-895-2030www.eiswealth.comCASL; Masters in Financial Planning
Garlisi, MichaelRaymond James352-291-6707www.garlisiwealthmanagement.comFinancial Advisor
Gibboney, JohnJames Moore and Co352-448-7185www.jmco.comCPA
Harris, William A.The Batts Law Group352-857-9986www.battslawgroup.comAttorney
Hope, KyleRamunno Law Firm, PA352-854-5570Attorney
Kiefer, ScottKiefer Insurance352-732-7501www.kieferinsurance.comLUTCF
Knife, ChristopherCollege of Central Florida Foundation352-873-5808 ext. 1388www.cf.edu/foundationNonprofit Executive Director
Lacey, JeremyPurvis Gray and Company, CPA352-732-3872 ext. 7601www.purvisgray.comCPA
Lee, StevePurvis Gray and Company, CPA352-732-3872www.purvisgray.comCPA
McCall, BethHospice of Marion County352-873-7400 ext. 1771www.hospiceofmarion.com
CFRE
Moses, JoshRichard and Moses LLC352-369-1300www.ocalaprobatelawyer.comAttorney
Navetta, NickEdward Jones352-629-2165www.edwardjones.com/nick-navettaFinancial Advisor
Norman, LindaVoices of Change Animal League352-289-0800 ext. 900www.vocalforpets.orgCertified Financial Planner
Pick, Tracy MartinFlorida Financial Group - Mass Mutual352-629-9555www.floridafinancialgroup.comRegistered Investment Advisor
Rojas, DavidH Michael Evans PA352-489-3700www.hmichaelevanspa.comAttorney
Scribner, MaryRobson, Scribner & Stewart352-694-4184www.rsscpa.comCPA
Stanford, FrancesSynovus Trust Co NA706-649-4700www.synovus.comTrust Officer
Taft, AliceFirst National Bank of Mount Dora352-383-2140www.fnbmd.comCTFA, Trust Officer
Van Duzer, JohnJames Moore Co.352-224-2184www.jmco.comCPA
Van Heyde, CindySoutheast Trust Company352-671-4485www.southeasttrust.comPrivate Wealth Adviser; Certified Wealth Strategist
Wright, TomSabal Trust352-751-2195www.sabaltrust.comTrust Officer
Wyrostek, JamesWyrostek Financial and Business Coaching, LLC260-437-4713https://wyrostekcoaching.com/Accredited Estate Planner
Certified Financial Planner
Master Coach
CFC
CLU