Members and Officers of
The Planned Giving Council
of Lee County, Inc.
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Board of Directors:
President:
Trevor Whitley
Marquis Wealth Management Group
President of Programs:
Renee Porter-Medley
Key Private Bank
Vice President of Membership:
Z. Allen Abbott, Ph.D.
Cypress Cove at HealthPark
Treasurer:
Heather Chester
Florida SouthWestern State College
Secretary:
Stefanie Ink-Edwards
Community Cooperative, Inc.
Melody Desilets
Lee Health Foundation
Erica Harp
Hughes Snell & Co., P.A.
Kelli King
IMAG History & Science Center
Kimberly Riching
Stroemer & Company
Dotty St Amand
The Lighthouse
Current Members
Z. Allen Abbott, Ph.D., Philanthropy Specialist for Community Advancement
Cypress Cove at HealthPark
10200 Cypress Cove Drive
Fort Myers, FL 33908-6690
239-425-1639
Carolyn Baker-McCord, Director of Development & Communications
Lighthouse of SWFL
35 West Mariana Avenue
North Fort Myers, FL 33903
239-997-7797
Sabrina Kelly Bennett, Director of Development
Hope HealthCare Services
9470 HealthPark Circle
Fort Myers, FL 33908
239-898-8477
Greg Blurton, Vice President Commercial Lending
Edison National Bank
13000 S. Cleveland Avenue
Fort Myers, FL 33907
239-466-1800
Steve Brettholtz, Managing Partner
Myers, Brettholtz & Co., PA
12671 Whitehall Drive
Fort Myers, FL 33907
239-690-4256
Heather Chester, Sr. Director of Development
Florida SouthWestern State College
8099 College Parkway, Robinson Hall 1-124
Fort Myers, FL 33919
239-489-9354
Jennifer Denike, Donor Relations Specialist
WGCU Public Media
10501 FGCU Boulevard S.
Fort Myers, FL 33965
239-590-2514
Susie DeSantis, CFRE, Sr. Director of Development & Major Gifts
Florida Southwestern State College
Fort Myers, FL 339193
239-888-6865
Melody Desilets, Senior Director of Development
Golisano Children's Hospital of SW Florida
Lee Health Foundation
Golisano Children's Hospital of SW Florida
9981 S. HealthPark Drive
Fort Myers, FL 33908
239-343-693
Jennifer Galloway, Executive Director
Gulf Coast Humane Society
2010 Arcadia Street
Fort Myers, FL 33916
239-334-0364 x 308
Stan Grigiski, Owner
Medical Claim Service of Southwest Florida, Inc.
923 Del Prado Blvd., Suite 107
Cape Coral, FL 33990
Darlene Ann Grossman, Community Development Liaison
Hope HealthCare
9470 HealthPark Circle
Fort Myers, FL 33908
239-985-7758
Elly Hagen
Elly Hagen Marketing & Public Relations
14280 Duke Highway
Alva, FL 3399
239-994-3927
Donald Haisman, CFP, Managing Director
Haisman Wealth Management, Inc. - Carnegie Investment Counsel
6830 Porto Fino Circle, Suite 1
Fort Myers, FL 33912
239-939-3235
Erica Harp, Shareholder
Hughes Snell & Co, PA
1470 Royal Palm Square Boulevard
Fort Myers, FL 33919
239-939-2233
Lucinda Henry, Philanthropy Coordinator
Cypress Cove HealthPark FL
10200 Cypress Cove Drive
Fort Myers, FL 33908
239-425-1639
Roger Hootman, Manager, Development
Hope Hospice and Community Services
9470 Healthpark Circle
Fort Myers, FL 33908
239-482-4673
Stefanie Ink-Edwards, Chief Development & Operating Officer
Community Cooperative Ministries, Inc.
P O Box 2143
Fort Myers, FL 33902
Marianne Kearns, Executive Director
PACE Center for Girls Collier County
160 N. First St.
Immokalee, FL 34142
239-986-1618
Esther Belz Kiesel, Director of Development
St. Francis Xavier Catholic School
2055 Heitman Street
Fort Myers, FL 33901
239-334-7707x243
Kelli King, Director of Development & Communications
IMAG History & Science Center
2000 Cranford Avenue
Fort Myers, FL 33916
239-243-0043x202
Joseph Kramp Ph.D., Director of Development
Florida SouthWestern State College
8099 College Parkway
Fort Myers, FL 33919
239-432-6778x16778
Sarah Jane Landman, Senior Vice President, Philanthropy Services
NewsBank, Inc.
5801 Pelican Bay Boulevard, Suite 600
Naples, Florida 34108-2734
239-601-9097
Angela Manley, Director or University Development
Hodges University
2647 Professional Circle
Naples, FL 34119
239-938-7728
Ian Matheson, Registered Investment Advisor
Haisman Wealth Management
6830 Porto Fino Circle, Suite 1
Fort Myers, FL 33912
239-939-3236
Lauren McCraney, Executive Director
Our Mother's Home
7438 Carrier Road
Fort Myers, FL 33967
239-267-4663
Amy Objartel, Chief, Mission Support
Hope HealthCare Services
9470 Healthpark Circle
Fort Myers, FL 33908
Miriam Pereira, CFRE, Chief Philanthropy Officer
STARability Foundation
5125 Castello Drive
Naples, FL 34103
239-594-9007
Renee Pesci, Development Director
Florida Repertory Theatre
P O Box 2483
Fort Myers, FL 33902
239-219-1540
Renee Porter-Medley, CFP®
Senior Financial Planner, Vice President
Key Private Bank
12830 University Drive, Suite 100
Fort Myers, FL 33907
239-466-2512
Ashley Price, Director of Development
Goodwill Industries of Southwest Florida, Inc.
5100 Tice Street
Fort Myers, FL 33905
239-995-2106
Laura Ragain, Executive Director
Ronald McDonald House Charities of SW FL, Inc.
16100 Roserush Court
Fort Myers, FL 33908
239-437-0202
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
Kimberly Riching, Business Development Executive
Stroemer & Company, LLC
14030 Metropolis Avenue, Suite 200
Fort Myers, FL 33914
239-318-9099
Kaleigh Rodden, Resource Development Coordinator
School District of Lee County
2855 Colonial Blvd.
Fort Myers, FL 33966
239-337-8626
Carolyn C. Rogers, CFRE.
Senior Vice President, Wealth Services Advisor
Sanibel Captiva Trust Company
2460 Palm Ridge Road
Sanibel, FL 33957
(239) 850-5020
Lori Sampson, Administrative Partner
Myers, Brettholtz & Co. PA
12671 Whitehall Drive
Fort Myers, FL 33907
239-690-4244
Reina Schlager
12525 New Brittany Blvd. #30
Fort Myers, FL 33907
239-333-0490
Paul Seifert, Vice President
Conservancy of Southwest Florida
1495 Smith Preserve Way
Naples, FL 34102
239-403-4205
Lowell S. Schoenfeld, Attorney
Green Schoenfeld & Kyle LLP
1380 Royal Palm Square Boulevard
Fort Myers, FL 33919
239-936-7200
Darlene Chamlee Smith, Philanthropy Specialist
Cypress Cove
10200 Cypress Cove Drive
Fort Myers, FL 33908
239-425-1639
Dotty St. Amand, M.S.W., CEO
The Lighthouse
36 West Mariana Avenue
North Fort Myers, FL 33903
239-997-7797
Jessica Stanfield, Executive Director
Guardina Ad Litem Foundation
239-533-1435
Fort Myers, FL
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
Trevor Whitley, CFA, CFP, AIF
Marquis Wealth Management Group
6216 Whiskey Creek Drive, Suite A
Fort Myers, Fl 33919
239-454-1117
Emily Wolfarth, Marketing Manager
Hope HealthCare Services
9470 HealthPark Circle
Fort Myers, FL 33908
239-489-9195
