Leadership - Estate Planning Council of Northeast Florida

	ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Jamie Jolles Heinz Jolles & Berry, LLP 904-652-2230 Send Message to Member
	Vice President John P. Cole, Attorney Gunster, Yoakley & Stewart, P.A. 904-354-1980 Send Message to Member
	Secretary Mark Harbison US Trust/Bank of America PWM 904-791-4033 Send Message to Member
	Treasurer Reid Hartsfield, CFP® TD Bank 904-710-2919 Send Message to Member
	Immediate Past President James L. Smith, Jr., CPA Dixon Hughes Goodman, LLP 904-428-1185 Send Message to Member
	Past President Roger Dominey Mass Mutual Financial Design Associates 904-997-2312 Send Message to Member
	Past President Jay D, Rolfe, AEP® Fortress Wealth Planning 904-301-4544 Send Message to Member
	Past President Robert Trudeau Purcell, Flanagan,Hay and Greene, PA 904-355-0355 Send Message to Member
	Executive Committee Mamie Davis Mamie Davis, PA 904-371-1918 Send Message to Member
	Executive Committee Karen Bessette Mayfield Truist Bank 904-632-2649 Send Message to Member
	Executive Committee Grace Sacerdote, CPA The Community Foundation for NE Florida, Inc. 904-356-4483 Send Message to Member
	Executive Committee Michael J. Sousou, CLU®, ChFC®, LUTCF, CRPS Coastal Financial Strategies (904) 621-0445 Send Message to Member
	Executive Director Cherri Coombs Ohmer Estate Planning Council of Northeast Florida Send Message to Member
	Executive Director Miriam Funchess Estate Planning Council of Northeast Florida 904-568-8203 Send Message to Member
	Administrator NAEPC NationalOffice NAEPC 866-226-2224 Send Message to Member