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Officers

2026-2027 Season

President

Heather Williams, CPA, CFP®

First Vice President

Christopher “Chris” J. Fowler, JD

Second Vice President

Michael S. Orentlich, CFP®, CLU®, ChFC®, CASL®, CAP®, AEP®

Secretary

Atticus L. Frank, CFA, ABV

Treasurer

Michelle Cross, CFP®, CPA, CDFA®

Our purpose is to encourage the highest level of professional service in the Estate Planning ﬁeld around Southwest Florida.

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230