Partnership for Philanthropic Planning

Serving as the voice and
professional resource for
the gift-planning community
in Southwest Florida since
1994, making a difference
in the lives that follow

Members and Officers of
The Planned Giving Council
of Lee County, Inc.

Board of Directors:

President:

Dotty St Amand

Arden Courts of Fort Myers

  

President of Programs:

Trevor Whitley

Marquis Wealth Management Group


Vice President of Membership:

Jamie Harmaty

Harmaty Financial Services


Treasurer:

Heather Chester

Hope HealthCare Services

 

Secretary:

Stefanie Ink-Edwards

Community Cooperative, Inc.


------------------------------


Administrator:

Barbara Higgins

239-850-0040

[email protected]





Z. Allen Abbott

Cypress Cove at HealthPark


Elly Hagen

Elly Hagen Marketing & Public Relations


Erica Harp

Hughes Snell & Co., P.A.


Kelli King

Harry Chapin Food Bank


Dylan Zsebe

Mattingly Zsebe, P.A.



 




 

Current Members
Z. Allen Abbott, PhD, Philanthropy Specialist for Community Advancement
Cypress Cove at HealthPark
10200 Cypress Cove Drive
Fort Myers, FL 33908-6690
239-425-1639
[email protected]
http://www.cypresscoveliving.org/

Susan Bennett, President
Susan Bennett Marketing & Media
1900 Virginia Avenue, #703
Fort Myers, FL 33901
239-277-5255
[email protected]z
http://www.businessobserverfl.com/press/detail/susan-bennett-marketing-media-earns-three-statewide-fpra-awards/
Lydia A. Black, Executive Director
Lee County Alliance for the Arts
10091 McGregor Blvd.
Fort Myers, FL 33919
239-939-2787
[email protected]
http://www.artinlee.org/
Steve Brettholtz, Managing Partner

Myers, Brettholtz & Co., PA

12671 Whitehall Drive

Fort Myers, FL 33907

239-690-4256

[email protected]

http://www.mbcopa.com/

Carolie Burroughs, Financial Advisor
Raymond James
8000 Summerlin Lakes Drive, Suite 100
Fort Myers, FL 33907
239-415-8043
[email protected]

Heather Chester, Development Manager
Hope HealthCare Services
9470 HealthPark Circle
Fort Myers, FL 33908
239-489-9164
heather.chester@hopehcs.org
www.hopehcs.org

Susie DeSantis, CFRE, Foundation Executive Dir. & Assn't. VP of Institutional Advancement

Florida Southwestern State College

Fort Myers, FL 339193
239-888-6865
[email protected]
http://www.fsw.edu/foundation

Melody Desilets, Major Gift Officer

Golisano Children's Hospital of SW Florida

Lee Health Foundation

9981 S. HealthPark Drive

Fort Myers, FL 33908

239-343-693

[email protected]

Golisano.ChildrensFlorida.org

Meredith Nassif Doupe, Director of Development
Florida SouthWestern State College
7505 Grand Lely Drive
Naples, FL 34113
239-732-3793
[email protected]
http://www.fsw.edu/foundation


Maria Festa, Manager of Financial Services
The Legacy Foundation at ShellPoint
15010 Shell Point Boulevard
Fort Myers, FL 33908
[email protected]
http://www.legacyshellpoint.org/

Douglas Fowler, Executive Director

Lighthouse of SWFL

35 W. Mariana Avenue

North Fort Myers, FL 33903

239-997-7797

[email protected]

http://www.lighthouseswfl.org/
Jennifer Galloway, Executive Director

Gulf Coast Humane Society

2010 Arcadia Street

Fort Myers, FL 33916

239-334-0364 x 308

[email protected]

www.gulfcoasthumanesociety.org

Stan Grigiski, Owner
Medical Claim Service of Southwest Florida, Inc.
923 Del Prado Blvd., Suite 107
Cape Coral, FL 33990
[email protected]
http://www.wegivepeaceofmind.com/
Carl P. Grissom, CLU®, ChFC®, AEP®, CASL®, CLTC 

The Carl P. Grissom Organization

Fort Myers, FL 33919

239-707-8034

[email protected]

Elly Hagen
Elly Hagen Marketing & Public Relations
5077 Northampton Drive
Fort Myers, FL 33919
239-994-3927
[email protected]

Donald Haisman, CFP

Haisman Wealth Management, Inc. - Carnegie Investment Counsel

6830 Porto Fino Circle, Suite 1

Fort Myers, FL 33912

239-939-3235

[email protected]

www.Carnegieinvest.com

Jamie Harmaty

Harmaty Financial Group, Inc.

13710 Ben C. Pratt, Six Mile Cypress Parkway

Fort Myers, FL 33912

239-561-0111

[email protected]

Erica Harp, Shareholder

Hughes Snell & Co, PA

1470 Royal Palm Square Boulevard

Fort Myers, FL 33919

239-939-2233

[email protected]

www.hughessnell.com

Jerry Hemmer, General Agent/Owner
Alliance Financial Group
14021 Metropolis Avenue
Fort Myers, FL 33912
239-561-2900
[email protected]
www.afgfl.com

Lucinda Henry, Philanthropy Coordinator

Cypress Cove HealthPark FL

10200 Cypress Cove Drive

Fort Myers, FL 33908

239-425-1639

[email protected]

http://www.cypresscoveliving.org/


Brian Herrick, VP, Relationship Manager, CWS
Key Private Bank
3777 Tamiami Trail N., Suite 100
Naples, FL 34103
[email protected]
http://www.key.com
Roger Hootman, Manager, Development
Hope Hospice and Community Services
9470 Healthpark Circle
Fort Myers, FL 33908
239-482-4673
Roger.Hootman@hopehcs.org
Stefanie Ink-Edwards, Dir. of Development & Marketing
Community Cooperative Ministries, Inc.
P O Box 2143
Fort Myers, FL 33902
[email protected]
www.ccmiLeeCounty.com

Linda Kelly, Senior Director of Development

Lee Health System Foundation

P O box 2218

Fort Myers, FL 33902

239-343-6064

[email protected]

www.leememorial.org/foundation

Jan Kerlin, Executive Director

Alvin A. Dubin Alzheimer’s Resource Center

12468 Brantley Commons Court

Fort Myers, FL 33907

239-437-3007

[email protected]

www.alzheimersswfl.org

Esther Belz Kiesel, Director of Development

St. Francis Xavier Catholic School

2055 Heitman Street

Fort Myers, FL 33901

239-334-7707x243

[email protected]

www.stfrancisfortmyers.org

Kelli King, Major Gifts Officer
Harry Chapin Food Bank
3760 Fowler Street
Fort Myers, FL 33901
239-334-7007
[email protected]g
http://www.harrychapinfoodbank.org/


Arlene Knox, Vice President of Philanthropy
1425 Creech Road
Naples, FL 34103
941-702-0275
[email protected]
https://www.plannedparenthood.org/planned-parenthood-southwest-central-florida

Gina Lombardo, Director of Development

Bishop Verot High School

5598 Sunrise Drive

Fort Myers, FL 33919

239-274-6730

[email protected]

www.bvhs.org

Ashley McNaughton, Dir. or Strategic Marketing & Development
Southwest Florida Symphony
8290 College Parkway, Suite 103
Fort Myers, FL 33919
[email protected]
www.swflso.org
Tina Parsons, Dir. of Business Development
Child Care of SW Florida, Inc.
6831 Palisades Park Court, Suite 6
Fort Myers, FL 33912
239-600-6065
[email protected]
http://www.ccswfl.org/
Renee Pesci, Development Director
Florida Repertory Theatre
2268 Bay Street
Fort Myers, FL 33901
239-332-4665 x 2016
[email protected]
www.FloridaRep.org

Renee Porter-Medley, CFP®
Senior Financial Planner, Vice President
Key Private Bank
12830 University Drive, Suite 100
Fort Myers, FL 33907
239-466-2512
[email protected]
https://www.key.com/kpb/index.jsp
Bill Rice, Senior Director of Development & Gift Planning
Florida Gulf Coast University Foundation, Inc.
10501 FGCU Boulevard., South
Fort Myers, FL 33965-6565
239-590-1077
[email protected]
http://www.fgcu.edu/foundation

Kimberly Riching, Business Development Executive
Stroemer & Company, LLC
14030 Metropolis Avenue, Suite 200
Fort Myers, FL 33914
239-433-1002
[email protected]
http://www.stroemercpa.com/fortmyers.php

Carolyn C. Rogers, VP of Development & Communications
Southwest Community Foundation
8771 College Parkway, Bldg. 2, Suite 201
Fort Myers, FL 33919
239-274-5900
[email protected]
http://www.floridacommunity.com/              
Lori Sampson, Administrative Partner
Myers, Brettholtz & Co. PA
12671 Whitehall Drive
Fort Myers, FL 33907
239-690-4244
[email protected]
http://mbcopa.com/

Reina Schlager
12525 New Brittany Blvd. #30
Fort Myers, FL 33907
239-333-0490
[email protected]
http://www.ssladvisors.net/



Mary C. Schoeffel, Development Director
CROW - Clinic for the Rehabilitation of Wildlife
3883 Sanibel Captiva Road
Sanibel, FL 33957
[email protected]
www.crowclinic.org
Lowell S. Schoenfeld, Attorney
Green Schoenfeld & Kyle LLP
1380 Royal Palm Square Boulevard
Fort Myers, FL 33919
239-936-7200
[email protected]
http://www.gskattorneys.com/
Dotty St. Amand, Executive Director
Arden Courts of Fort Myers
15950 McGregor Boulevard
Fort Myers, FL 33908
239-454-1277
[email protected]
www.hcr-manorcare.com
Jenny Tuggle, Director of Development
New Mission Systems International
2701 Cleveland Avenue, Suite 200
For Myers, FL 33901
317-626-0299
[email protected]
nmsi.org
Kara Walter, Development Project Assistant
New Mission Systems International
2701 Cleveland Avenue, Suite 200
For Myers, FL 33901
239-337-4336x157
[email protected]
nmsi.org
Tara Wheeler, Audit Manager
Hughes, Snell & Co., P.A.
1470 Royal Palm Square Boulevard
Fort Myers, FL 33919
239-939-2233 x 3018
[email protected]
www.hughessnell.com

A. Scott White, CFP, CLU, CHFC
A. Scott White, Financial Planner
1510 Royal Palm Square Boulevard, Suite 103
Fort Myers, FL 33919
239-936-6300
[email protected]
http://www.scottwhiteadvisors.com/
Trevor Whitley, CFA, CFP, AIF
Marquis Wealth Management Group
6216 Whiskey Creek Drive, Suite A
Fort Myers, Fl 33919
239-454-1117
[email protected]
www.marquiswealthgroup.com
Dylan Zsebe, Certified Public Accountant
Mattingly Zsebe, PA
1222 SE 47th Street, Suite 113
Cape Coral, FL 33904
239-549-1388
[email protected] 
www.mzacpa.com