INDIAN RIVER ESTATE PLANNING COUNCIL MEMBERSHIP DIRECTORY AS OF 1/10/2018
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1 Kerry A. Bartlett R Visiting Nurse Association CFRE, MBA kbartlett@vnatc.com th Lane & Hospice Foundation Kathryn Barton R Offutt, Barton, Schlitt LLC CPA, CFP Kathryn@offuttcpa.com Jim Beindorf R Offutt, Barton, Schlitt LLC CPA, CVA, CFF Jim@offuttcpa.com Brooke M. Benzio R Rossway, Swan, Tierney, Barry, Attorney bbenzio@rosswayswan.com 2101 Indian River Blvd, Ste 200 Lacey & Oliver, PL Gregory T. Brown R National Bank of Commerce Commercial Banker gbrown@nationalbankofcommerce.com 2145 Indian River Blvd Vero Beach, FL Kevin E. Brown R Wilmington Trust Trust Officer kbrown@wilmingtontrust.com 821 Beachland Blvd, Suite B Nicholas L. Bruce, Esquire R Collins, Brown, Barkett, J.D., LLM Nbruce@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Anita D. Calabro R Cypress Trust Company Trust Officer anita.calabro@cypresstrust.com 4625 N. A1A, Suite 2 Chester Clem, Esquire R Chester Clem P.A. Attorney cclem@chesterclem.com th Avenue
2 Marie S. Conforti R Law Office of Marie S. Conforti Board Certified Elder marie@conforti-law.com 2770 Indian River Blvd #316 Law Attorney Stephen Connelly R Stephen Connelly LMM in Tax Law, sconnesq@bellsouth.net 2770 Indian River Blvd Suite 323 Attorney At Law Wills, Trusts & Estates Brian Elwell R Kmetz, Nuttall, Elwell, Graham CPA belwell@knegcpa.com 2800 Ocean Drive CPAs Shaun Fedder R Client 1st Advisory Group Financial shaun@c1ag.com 736 Beachland Blvd Advisor Todd W. Fennell R Gould, Cooksey, Fennell PA LLM in tfennell@gouldcooksey.com Taxation Sally Fusco R PNC Bank, N.A. CTFA sally.fusco@pnc.com Dee Giannotti R Cypress Trust Company Sr. Investment Officer dee.giannotti@cypresstrust.com 4625 N. A1A, Suite 2 Anthony P. Guettler R Gould, Cooksey, Fennell PA LLM aguettler@gouldcooksey.com Troy B. Hafner R Gould, Cooksey, Fennell PA LLM thafner@gouldcooksey.com
3 Andrew B. Hartline N Vero Beach Global Advisors Investment Manager a.hartline@vbglobaladvisors.com th Avenue Vero Beach, FL Jason Haselkorn R Ciklin, Lubitz & O'Connell Attorney jhaselkorn@ciklinlubitz.com 515 N. Flagler Drive, Suite 2000 W. Palm Beach, Fl Todd Heckman R Estate Planning Advisors CLU, CHFC todd@lrplans.com 1717 Indian River Blvd, Ste 301 CFP, AEP ext 102 CMP Pamela J. Hennig N Law Office of Marie. S. Conforti Attorney pamela@conforti-law.com 2770 Indian River Bldv #316 Vero Beach, FL Stephanie M. Hocke, Esquire R Collins, Brown, Barkett J.D.; LLM shocke@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Melinda M. Jacobs N Law Offices of Jacobs & Jacobs Attorney melinda@jacobsandjacobslaw.com nd Ave Vero Beach,FL Richard H. Johnson R Planned Giving Sustaining Charities J.D., CFRE rjohnsonpgsc@outlook.com 859 Ridge Lake Drive Melbourne, FL Mike Kanner R Morgan Stanley Wealth Management CRPS Mike.Kanner@ms.com 3525 Ocean Drive Brigit E. Kelly N PNC Bank, N.A brigit.kelly@pnc.com
4 Matthew C. King R Wilmington Trust CFP mcking@wilmingtontrust.com 821 Beachland Blvd, Suite B William N. Kirk R Gould, Cooksey, Fennell PA LLM wnk@gouldcooksey.com Justin K. Larson R Gould, Cooksey, Fennell PA JD, LLM jlarson@gouldcooksey.com E. Steven Lauer R E. Steven Lauer, P.A. Attorney slauer@verolaw.com 3426 Ocean Drive Ronald Keith Lawn, Esquire R Collins, Brown, Barkett, JD, LLM rlawn@verolaw.com 756 Beachland Blvd Garavaglia & Lawn Chartered Aaron C. Martin N Wells Fargo CFP aaron.martin@wellsfargo.com 500 Beachland Blvd, 2nd Floor Michelle NiCastro N PNC Bank, N.A michelle.nicastro@pnc.com Gloria A. Nicely R PNC Bank, N.A. Trust Officer gloria.nicely@pnc.com 3001 Ocean Drive, Suite #301 Christy Northfield R Morgan Stanley Wealth Management Financial Advisor Christy.Northfeld@morganstanley.com 3525 Ocean Drive
5 Carolyn Butler Norton R Carolyn Butler Norton Esq LLC Attorney carolyn@butlernorton.com 2770 Indian River Blvd, Suite 309 Russ O'Brien R Morgan Stanley Wealth Management CFP RUSSELL.OBRIEN@MS.COM 3525 Ocean Drive Jason L. Odom R Gould, Cooksey, Fennell PA Attorney jlo@gouldcooksey.com Harry Offutt R Offutt, Barton, Schlitt LLC CPA, ABV, CVA, CFF harry@offuttcpa.com Maggie Okonokhua, J.D. N PNC Bank, N.A. JD maggie.okonokhua@pnc.com Jeffrey R. Pickering R Indian River Community Pres/CEO jeff.pickering@ircommunity 5070 N. Hwy A1A, #200 Foundation foundation.org Tyler Puttick R Block & Scarpa Attorney Tputtick@blocklaw.org 1555 Indian River Blvd Suite B-125 Dillon L. Roberts R Gould, Cooksey, Fennell PA JD, LLM droberts@gouldcooksey.com Scott Sacchi N PNC Bank, N.A. JD, LLM, CTFA scott.sacchi@pnc.com 3001 Ocean Drive
6 Charles H. Sanford Esq R Charles H. Sanford Law Attorney charleshsanfordlaw@comcast.net 3003 Cardinal Dr, Suite B Offices, P.L. David Savage N SunTrust david.savage@suntrust.com 1716 Highway AIA Frank Schlitt R Offutt, Barton, Schlitt LLC CPA, CFF frank@offuttcpa.com 570 beachland Blvd William Schlitt R Offutt, Barton, Schlitt LLC CPA will@offuttcpa.com Jeremy Schwibner N Merrill Lynch Financial Advisor jeremy.schwibner@ml.com 660 Beachland Blvd #101 Brian Shambo N Merrill Lynch CFP, CIMA, CPWA Brian.Shambo@ml.com 660 Beachland Blvd, Suite 101 Tracy A. Sorzano R PNC Bank, N.A. J.D.; LLM Taxation tracy.sorzano@pnc.com Frank Spitzmiller N Humane Society of VB & IRC Attorney fspitzmiller@aol.com 1765 Seagrove Drive Foundation Daniel C. Stump R Daniel C. Stump Attorney dstump0311@aol.com 4445 N. Hwy A1A #235 Attorney at Law
7 Michael J. Swan R Rossway, Swan, Tierney, Barry, Attorney mswan@rosswayswan.com 2101 Indian River Blvd, #200 Lacey & Oliver Matthew N. Thibaut R Ciklin, Lubitz & O'Connell Attorney mthibaut@ciklinlubitz.com 515 N. Flagler Drive, 20th Floor W. Palm Beach, Fl Sue Tompkins R Merrill Lynch CPA sue_tompkins@ml.com 660 Beachland Blvd, Suite 101 Senior Financial Advisor Allison B. Voge R O'Hare, Quinn, Casalino Attorney avoge@oqc-law.com 3111 Cardinal Drive Chartered Kelley Williams N Vero Beach Museum of Art kwilliams@verobeachmuseum.org 3001 Riverside Park Drive Ext 145
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