Member Name | Firm-Employers Name | Work Phone | Company Website | Professional Designations |
---|---|---|---|---|
Albury, Leanne | Purvis, Gray & Company | 352-732-3872 | www.purvisgray.com | Senior Accountant |
Amundrud, Lise | American Cancer Society Estate Planning Unit | 727-276-0341 | www.cancer.org/involved/donate/planned-giving.html | |
Axson, Pete | PFS Investments, Inc. | 352-843-2828 | www.primerica.com/waxson | Investment Advisor Representative |
Bond, Tommy | Raymond James | 352-854-6866 | Registered Investment Advisor | |
Bullard, J. Warren | Bullard & Mulkey, P.A. | 352-732-5900 | www.probatelawyerocala.com | Attorney |
Camp, Mark | LifeCare Funding Solutions | 352-369-9726 | www.lifecarefundingsolutions.com | Registered Investment Advisor |
Cervellera, Christopher | Cerv Law, PLLC | 727-619-4234 | www.cervlaw.com | Attorney |
Chappell, Tyler | The Brick City Group of Truist Investment Services, Inc. | 352-390-2831 | www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474 | |
Cooper, Thomas J. | Naples Asset Management Co., LLC | 239-593-5525 x 105 | www.namcoa.com | CFP |
Czaya, Adam | Keith Taylor Law Group, PA | 352-795-0404 | www.keithtaylorlaw.com | Attorney |
Davis, Elizabeth | Taxes Untangled | 352-547-8445 | www.taxesuntangled.com | CPA |
Davis, Marina | J. P. Morgan Wealth Management | 352-421-7171 | www.jpmorgan.com | Registered Investment Advisor |
Dean, Timothy S. | Dean Law Firm, LLC | 352-387-8700 | www.deanfirm.com | Attorney |
DeIorio, Lauren | Community Foundation of Ocala/Marion County | 352-622-5020 | www.ocalafoundation.org | Nonprofit President/Executive Director |
Donohue, Kristina | Kimberly's Center for Child Protection | 2800 NE 14th Street Ocala, FL 34470-4820 | www.kimberlyscenter.org | Development Director |
Douglas, Charles | Douglas Law Firm | 352-261-6054 | www.dhclawyers.com | Attorney |
Elayman, Sarah K. | Absolute Law Group | 352-205-4455 | www.absolutelawgroup.com | Attorney |
Fontaine, Jane B. | Ameriprise Financial - EIS Wealth Management | 352-895-2030 | www.eiswealth.com | CASL; Masters in Financial Planning |
Garlisi, Michael | Raymond James | 352-291-6707 | www.garlisiwealthmanagement.com | Financial Advisor |
Gibboney, John | James Moore and Co | 352-448-7185 | www.jmco.com | CPA |
Harris, William A. | The Batts Law Group | 352-857-9986 | www.battslawgroup.com | Attorney |
Hollander, Michael A | Hollander Law, LLC | 352-406-2092 | www.hollander-law.com | Attorney |
Hope, Kyle | Ramunno Law Firm, PA | 352-854-5570 | Attorney | |
Kiefer, Scott | Kiefer Insurance | 352-732-7501 | www.kieferinsurance.com | LUTCF |
Kirkland, Catherina | Edward Jones | 352-351-0769 | www.edwardjones.com/catherine-kirkland.com | Financial Advisor |
Knife, Christopher | College of Central Florida Foundation | 352-873-5808 ext. 1388 | www.cf.edu/foundation | Nonprofit Executive Director |
Lacey, Jeremy | Purvis Gray and Company, CPA | 352-732-3872 ext. 7601 | www.purvisgray.com | CPA |
Latson McMillan, Marya Reynolds | Law Office of Marya Latson | 352-208-6852 | Attorney | |
Lee, Steve | Purvis Gray and Company, CPA | 352-732-3872 | www.purvisgray.com | CPA |
Levin, Eddie | Levin Insurance Services | 352-634-4793 | www.levininsuranceservices.com | Chartered Life Underwriter and Chartered Financial Consultant |
McCall, Beth | Hospice of Marion County | 352-873-7400 ext. 1771 | www.hospiceofmarion.com | CFRE |
Navetta, Nick | Edward Jones | 352-629-2165 | www.edwardjones.com/nick-navetta | Financial Advisor |
Norman, Linda | Voices of Change Animal League | 352-289-0800 ext. 900 | www.vocalforpets.org | Certified Financial Planner |
Pick, Tracy Martin | Florida Financial Group - Mass Mutual | 352-629-9555 | www.floridafinancialgroup.com | Registered Investment Advisor |
Rojas, David | H Michael Evans PA | 352-489-3700 | www.hmichaelevanspa.com | Attorney |
Sapp, Steven | Schoepf Sapp and Associates | 352-402-9950 | www.ocalabestcpa.com | CPA |
Taft, Alice | First National Bank of Mount Dora | 352-383-2140 | www.fnbmd.com | CTFA, Trust Officer |
Van Duzer, John | James Moore Co. | 352-224-2184 | www.jmco.com | CPA |
Van Heyde, Cindy | Southeast Trust Company | 352-671-4485 | www.southeasttrust.com | Private Wealth Adviser; Certified Wealth Strategist |
Walkup, Rhoda | Ergle Financial Services | 352-237-0190 | www.raymondjames.com/erglefinancial/ | Financial Advisor |
Wedderburn, David | The Brick City Group of Truist Investment Services, Inc. | 352-390-2171 | www.truist.com/finder/wealth/the-brick-city-group-of-truist-investment-services-inc-ocala-fl-34474 | |
Wright, Tom | Sabal Trust | 352-751-2195 | www.sabaltrust.com | Trust Officer |