ESTATE PLANNING COUNCIL OF LEE COUNTY

Leadership

	President Thomas L. Patricca, CFP®, CEP®S, AEP® TLP Financial Services, Inc. (239) 676-5762 Send Message to Member
	1st Vice President Kerri A. Goldsmith, CFP®, CRPS®, AIF®, CDFA® HBKS Wealth Advisors (239) 433-7533 Send Message to Member
	2nd Vice President Joan DeMichael Henry, Esq. Lusk, Drasites & Tolisano, PA (239) 574-7442 Send Message to Member
	Secretary Arlene R. Foreman, CLU®, MSFS, ChFC®, CFP®, CTFA Arlene R. Foreman 239.826.4588 Send Message to Member
	Treasurer Matt Shell, CPA
	Past President Heidi M. Brown, Esq. Osterhout & McKinney, PA (239) 939-4888 Send Message to Member
	Past President Joe Cuffel, Esq. Schoenfeld Kyle & Associates LLP 2399367200 Send Message to Member
	Past President Richard L. Durnwald, MBA, CLU®, ChFC®, CASL®, RICP® Northwestern Mutual (239) 985-2820 Send Message to Member
	Past President Patti R. Hardin, CPA Hughes Snell & Co, P.A. (239) 939-2233 Send Message to Member
	Past President Paul A. Harris, CLU®, ChFC®, CASL® Paul Harris Financial 239 939-5131 Send Message to Member
	Past President Peter M. Knize, Esq. AEP® Florida Trust Company Send Message to Member
	Past President Tracy L. Lima, CSA Trusted Financial Services (239) 541-3200 Send Message to Member
	Past President Megan M Marquardt, CFP® Florida Trust Co (239) 834-2178 Send Message to Member
	Past President Lowell Schoenfeld, Esq. Schoenfeld Kyle & Associates LLP (239) 936-7200 Send Message to Member
	Past President Carolyn L. Shoemaker, Emeritus Member Retired Send Message to Member
	Past President Brian S. Simon, CLU®, ChFC® Alliance Financial Group (239) 561-2900 x203 Send Message to Member
	Past President Linda M. Treise, CPA Hughes Snell & Co, P.A. (239) 939-2233 Send Message to Member
	Past President Scott White, CFP®, CLU®, ChFC® Uhler Vertich White Advisors (239) 936-6300 Send Message to Member

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