Contact Us

Officers

Kevin Taylor
President- Cleveland Clinic
taylork2@ccf.org

Betsy Alderman
Vice President – Membership
Lee Memorial Hospital Foundation
Betsy.alderman@leememorial.org

Craig Loescher
Vice President – Programs
Viridian Wealth Management
craig@viridianwealth.com

Diane Connell
Secretary
Big Brothers and Big Sisters of SWFL
Diane@Hereforthekids.org

Carol Robinson
Past President
Northern Trust Bank
Csr4@ntrs.com

Directors

Jeff Cory
The Legacy Foundation at Shell Point
jeffcory@legacyshellpoint.org

Carl Grissom, CLU, ChFC
carlgrissom@comcast.net

Esther Kiesel
St. Francis School
kiesel@stfrancis2055.com

Mike Mansfield
Habitat for Humanity
development@habitat4humanity.org

Julia East
Southwest Florida Community Foundation
jeast@floridacommunity.com

Don Haisman, Treasurer
Haisman Investment Advisors
advisors@haisman-invest.com

Tom Uhler
Uhler and Vertich Financial Planners
tom@uhler.com

LEAVE A LEGACY CHAIR:

Danielle Emery
Emery-Million Group/Merrill Lynch
Danielle_Emery@ml.com

Link to the National Committee on Planned Giving, Indianapolis, IN

Would you like to calculate benefits of a planned gift? Click here

© 2004 Planned Giving Council of Lee County