Southwest Florida
Estate Planning Council

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

Past Presidents

Barbara A. Jones 2017 - 2018  Certified Public Accountant
Ron Koepsel 2016 - 2017  Attorney at Law
David Payne 2015 - 2016  Attorney at Law
John A. Moran 2014 - 2015  Attorney at Law
W. Michael Parrott 2013 - 2014  Charted Life Underwriter
Christine Butler 2012 - 2013  Trust Officer
Carol W. Wood 2011 - 2012  Attorney at Law
Michael J.  Glass 2010 - 2011  Certified Public Accountant
Randall J. Crete 2009 - 2010  Chartered Life Underwriter
Marjorie Peter 2008 - 2009  Trust Officer
R. Scott Collins 2007 - 2008  Attorney at Law
Kathleen Walker 2006 - 2007  Certified Public Accountant
John M. Lineweaver 2005 - 2006  Chartered Life Underwriter
Donald S. Stuart 2004 - 2005  Trust Officer
Richard R. Gans 2003 - 2004  Attorney at Law
Shirley I. Faist 2002 - 2003  Certified Public Accountant
Curtis L. Eskew 2001 - 2002  Chartered Life Underwriter
J. Garrett Heard, IV 2000 - 2001  Trust Officer
Charla McNally Burchett 1999 - 2000  Attorney at Law
Richard D. Smith 1998 - 1999  Certified Public Accountant
Larry C. Mercer  1997 - 1998  Chartered Life Underwriter
Erik R. Lieberman  1996 - 1997  Attorney at Law
Caroline D. Strickland  1995 - 1996  Certified Public Accountant
Steven N. Dahlquist 1994 - 1995  Chartered Life Underwriter
Nancy Kaari Bowman 1993 - 1994  Trust Officer
Barry F. Spivey 1992 - 1993  Attorney at Law
Michael W. Monahan 1991 - 1992  Certified Public Accountant
Richard A. Levy 1990 - 1991  Chartered Life Underwriter
Robert F. Dolan 1989 - 1990  Trust Officer
Eugene O. George 1988 - 1989  Attorney at Law
Michael R. Ries 1987 - 1988  Certified Public Accountant
Lloyd O'Meara 1986 - 1987  Trust Officer
Burt Bershon 1985 - 1986  Chartered Life Underwriter
Joan Bradbury Bennett 1984 - 1985  Attorney at Law
James W. Endriss 1983 - 1984  Certified Public Accountant
Alan C. Coltman 1982 - 1983  Trust Officer
Michael I. Dorman 1981 - 1982  Chartered Life Underwriter
Edward J. Schmidt, Jr. 1980 - 1981  Trust Officer
J. Ronald Skipper 1979 - 1980  Attorney at Law
William G. Dahlquist 1978 - 1979  Chartered Life Underwriter
S. Anthony DeDeyn 1977 - 1978  Trust Officer
James C. Clark 1976 - 1977  Attorney at Law
James R. Goar 1975 - 1976  Certified Public Accountant
J. Bryan Putnam 1974 - 1975  Trust Officer
Michael F. Gregory 1973 - 1974  Trust Officer
Anthony R. Sypula 1972 - 1973  Chartered Life Underwriter
David S. Band 1971 - 1972  Attorney at Law
Gerald F. Clark 1970 - 1971  Life Underwriter
E.N. Fay, Jr. 1969 - 1970  Attorney at Law
Harry W. Frazee 1968 - 1969  Chartered Life Underwriter
C. Stuart Landers 1967 - 1968  Attorney at Law
L. Howard Payne 1966 - 1967  Attorney at Law
Richard B. Gray 1965 - 1966  Certified Public Accountant
Robert M. Town, Jr. 1964 - 1965  Trust Officer

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Address: PO Box 2098, Sarasota, FL 34230     

Email: admin@swfepc.org

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