2014 Board of Directors

 2014 President
 Gary Medley, CFP
®
 Medley Advisory Services, LLC
 (239) 444-5644
 President-Elect (2015 President)
 Timothy D. Allen, CMB

 Sierra Pacific Mortgage
 (239) 571-5440 
 Past President (2013 President)
 Charles A. Kerwood III. CFP
®
 Waller Financial 
 (239) 325-8505
 Director of Government Relations
 Greg  Hunter, CFP
® 
 JP Morgan
 (239) 777-3024

 Treasurer
 Deborah Wingerson, CFP
® 
 Director & Sr Portfolio Management
 JK Milne Asset Management
 (239) 936-3430

 Director of FPA Florida

 Thomas H. Horner

 Marketing Services

 (239) 540-3200

 Secretary
 Renee Porter Medley,
CFP® 
 Key Private Bank Wealth Advisory Services
 (239) 247-2444

 Program Director
 Jason Print, 
CFP® 
 Summit Wealth Management
 (239) 254-1875
 Community Service and
 Pro Bono Director
 Renee  Porter-Medley, CFP
® 
 Key Private Bank Wealth Advisory Services
 (239) 247-2444

 Student Relations
 Scott R. Schatzle, CFP
® 
 Mutual Trust Advisory Group
 (239) 204-4333

 Chapter Administrator
 Jennifer Howes

 5006 Fairhaven Lane Naples, FL 34109
 (239) 682-8530
 

 

Login