Leadership

	President John R Delaney CFP Northwestern Mutual Financial Network 239-676-2303 john.delaney@nmfn.com
	Vice President Heidi Brown Osterhout & McKinney, PA 239-939-4888 HeidiB@omplaw.com
	1st Vice President Linda Treise CPA Hughes Snell & Co, P.A. (239) 939-2233 Ltreise@hughessnell.com
	Secretary Douglas Finley MS, CFP, RFC Finley Wealth Management, LLC (239) 267-7500 doug@finleywealthmgmt.com
	Treasurer Barbara Reilly CPA Massie & Reilly, CPAs, PLLC (239) 768-2171 barbara@cpamassie.com
	Past President Kathy Bright US Trust (239) 433-6276 Kathy.Bright@ustrust.com