PLANNED GIVING COMMITTEE

The Planned Giving Committee is a group of local financial and legal professionals who support the work of the Conservancy of Southwest Florida and lend their expertise to the Conservancy in the areas of education and technical assistance.


We are grateful to be able to utilize these individuals when necessary to assist our donors and their advisors in creating a planned gift.

Juan Bendeck - Hahn Loeser & Parks LLP

Christopher P. Bray - Bray Capital Advisors, LLC

Allison Christenson - Hahn Loeser & Parks LLP

Joseph E. ClevelandSynovus Trust Company

Robert DiBenedetto - CliftonLarsonAllen LLP

John D. Gast Brennan, Manna & Diamond

Kim Ciccarelli Kantor, CFP® CAP™ - Ciccarelli Advisory Services, Inc.

Charles A. Kerwood III, CFP®, ChFC - Waller Financial Planning Group, Inc.

Kenneth D. Krier Cummings & Lockwood

Robert D.W. Landon, IIDunwody, White & Landon, P.A.

William Slepcevich - RFC, ChFC, IAR, CLU

Sharon R. Treiser - JPMorgan Private Bank

Ellen C. Vanderburg, CPA - Key Private Bank

Andrew Woods - Grant Fridkin Pearson, P.A.

Barbara C. Woods - Northern Trust