2011 Board of Directors

 

  President
 
Edward Bell, III, CFP®
  (239) 689-7200

 President-Elect (2012 President)
 
Thomas H. Horner
  Horner Marketing Services
  (239) 540- 3200

  Past President (2010 President)
 
Renee M. Porter-Medley, CFP®
  Key Private Bank Wealth
  Advisory Services        
  (239) 247-2444                                                                            

Director of Government Relations
Gary Medley, CFP®
Medley Advisory Services, LLC

(239) 444-5644

Treasurer
Deborah Wingerson, CFP
Director & Sr Portfolio Management
JKMilne Asset Managment
(239) 936-3430                                                  

 

Director of Membership
Thomas H. Horner 
Horner Marketing Services
(239) 540- 3200

   Secretary
  Elizabeth R. McHugh, CFP® 
  Wasmer, Schroeder & Company, Inc.
  (239) 263-8146

Program Director
Charles A. Kerwood III, CFP,ChFC  
WallerFinancial 
(239) 325-8505

  Director of Public Relations
 
Rebekah J. Fero, CFP®, LLC
  FSC Securities Corporation
  (888) 625- 5811

  Community Service and 
  Pro Bono Director
 
 Elizabeth R. McHugh, CFP®
 
Wasmer, Schroeder & Company, Inc.
  (239) 263-8146

  Student Relations
 
James Stoddard
  Constitution Wealth Management
  (239) 267-8081
  stodsquad@gmail.com

  Chapter Administrator
 
Debra Presley
  FPA of Southwest Florida
  (941) 637-7526

 

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