Estate Planning Council of The Fun Coast

Member Directory - Alphabetical by Business Name

A


AJ Enterprises of Palm Coast, Inc.

Joel L. Rosen
56 Cochise Ct
Palm Coast, FL 32137
Phone: 386-445-2130 or 800-935-5635
Fax: 386-445-2130
Email: ajenterprises@cfl.rr.com
Website: http://www.ajenterprises.biz
Discipline:  Associate


Ameriprise Financial Services Inc.

Dirinda Maddy
430 Oakridge Blvd. Ste #1
Daytona Beach, FL 32118
Phone: 386-258-9452
Fax: 386-252-0901
Email: dirinda.r.maddy@ampf.com
Website: http://www.AmeripriseAdvisors.com/dirinda.r.maddy
Discipline:  CFP - Certified Financial Planner
 CLU - Chartered Life Underwriter


Asset Protection & Estate Planning Law Firm

Scott A. Selis
Suite 200
570 Memorial Circle
Ormond Beach, FL 32174
Phone: (386) 868-5337
Fax: (866) 437-3223
Email: scott.selis@seniorlawtoday.com
Website: http://seniorlawtoday.com
Discipline:  Attorney

 
B


BB&T

Ronald S. Pricenor
4600 US Highway 1 South
St. Augustine, FL 32086
Phone: 904-797-0537
Cell: 904-377-9095
Email: rpricenor@bbandt.com
Discipline:  CFP - Certified Financial Planner


Bruce Van Deusen, CLU

W. Bruce Van Deusen
20 Eastwood Drive
Palm Coast, FL 32164
Phone: 386-437-2224
Fax: 386-845-9249
Email: bvdpa@aol.com
Discipline:  AEP - Accredited Estate Planner
 ChFC - Chartered Financial Consultant
 CLU - Chartered Life Underwriter

 
C


Chiumento & Guntharp, PA.

Michael D. Chiumento
Suite 301
145 City Place
Palm Coast, FL 32164
Phone: 386-445-8900
Fax: 386-447-1336
Email: mike@palmcoastlaw.com
Website: http://www.palmcoastlaw.com
Discipline:  AEP - Accredited Estate Planner
 Attorney

Chiumento & Guntharp, PA.
Michele R. Hurd
Suite 301
145 City Place
Palm Coast, FL 32164
Phone: 386-445-8900
Fax: 386-445-6702
Email: michele@palmcoastlaw.com
Website: http://www.palmcoastlaw.com
Discipline:  Associate


Collins Capital Management Inc.

Helen M. Rake
#4
389 Palm Coast Pkwy SW
Palm Coast, FL 32137
Phone: 386-586-5701
Fax: 904-493-7501
Cell: 904-806-4939
Email: hrake@collinscmi.com
Website: http://www.collinscmi.com
Discipline:  CFP - Certified Financial Planner


Community Foundation of East Central Florida

Nita Schmellick
P.O. Box 523
Deland, FL 32721-0523
Phone: 386-734-4075
Fax: 1-877-214-7193
Email: nitas@cfecf.org
Discipline:  Charitable - 501(c)(3)


Community Foundation of Volusia & Flagler

William W. Ward
Director
3747 W. International Speedway
Daytona Beach, FL 32124
Phone: 386-366-9059
Fax: 386-253-9517
Cell: 386-341-2125
Email: wward@unitedwayvfc.org
Website: http://www.unitedway-vfc.org/CommunityFoundation/community_foundation.htm
Discipline:  Charitable - 501(c)(3)

Con-Am Consulting Services Corp.
Lawrence L. Amaturo
66 Brooklyn Lane
Palm Coast, FL 32137
Phone: 386-447-2710
Email: dariusward@earthlink.net
Discipline:  Accountant


Conner Bosch Law, P.A.

Timothy J. Conner
4488 N. Oceanshore Blvd
Palm Coast, FL 32137
Phone: 386-445-9322
Fax: 386-446-4951
Email: tjconner@cblpa.com
Discipline:  Attorney


Crotty & Bartlett, P.A.

Kathleen L. Crotty
Suite A1825 Business Park Blvd
Daytona Beach, FL 32114
Phone: 386-274-6395
Fax: 386-274-7608
Email: KCrotty@cbklegal.com
Website: http://www.crottybartlettkelly.com
Discipline:  Attorney
 CPA - Certified Public Accountant

 
D


David S. Eldredge, P.A.

David S. Eldredge
Ste 350
1 Florida Park Drive South
Palm Coast, FL 32137
Phone: 386-445-2211
Fax: 386-445-6633
Email: pa1234@quixnet.net
Discipline:  Attorney


Denise Hagan, ChFC, CLU, RHU

Denise M. Hagan
16 Medford Drive
Palm Coast, FL 32137
Phone: 386-447-4764
Fax: 386-447-4764
Email: dhagan@financiallegacy.com
Website: http://www.financiallegacy.com/hagan.htm
Discipline:  ChFC - Chartered Financial Consultant
 CLU - Chartered Life Underwriter


Diana Minotti Fine Art

Diana Minotti
207 London Drive
Palm Coast, FL 32137
Phone: 386-237-3233
Fax: 386-864-7653
Email: dmfa183@aol.com
Website: http://www.dianafineart.com
Discipline:  Affiliate Member


Dias & Associates, Inc

Carlos Alves Dias Jr.
Suite C-3
50 Leanni Way
Palm Coast, FL 32137
Phone: 386-246-8583
Cell: 386-931-3802
Email: carlos@diasplanning.com
Website: http://www.diasplanning.com
Discipline:  Associate

 
E


Edward Jones Investments

Ed Pruitt
107 Flagler Plaza Drive
Palm Coast, FL 32137
Phone: 386-439-0047
Fax: 877-222-4225
Email: Ed.Pruitt@EdwardJones.com
Discipline:  CFP - Certified Financial Planner


Embry-Riddle Aeronautical University

Bernadine Douglas
600 S. Clyde Morris Blvd
Daytona Beach, FL 32114
Phone: 386-323-5090
Fax: 386-323-5093
Cell: 321-281-7522
Email: bernadine.douglas@erau.edu
Website: http://givingto.erau.edu
Discipline:  Charitable - 501(c)(3)


Executive Compensation Group

Sidney Levine
Suite 120
325 Williamson Blvd
Daytona Beach, FL 32114
Phone: 386-255-0519
Fax: 386-252-4084
Email: lfoster@excg.com
Discipline:  AEP - Accredited Estate Planner
 CLU - Chartered Life Underwriter

 
F


Faucher Andre L Financial Consultant

Andre L. Faucher
46 Osprey Circle
Palm Coast, FL 32137
Phone: 386-986-3885
Fax: 386-986-3905
Email: afaucher@sofla.nef.com
Discipline:  ChFC - Chartered Financial Consultant
 CLU - Chartered Life Underwriter


Federal Trust Bank

Trudy Ward
Vice President
108 Central Ave
Palm Coast, FL 32164
Phone: 386-437-2774
Fax: 386-437-2769
Email: tward@federaltrust.com
Website: http://www.federaltrust.com
Discipline:  Affiliate Member


Financial Freedom

Jim Andoscia
16 London Lane
Ormond Beach, FL 32176
Phone: 386-671-0183
Fax: 775-514-2635
Email: JAndoscia@financialfreedom.com
Website: http://www.financialfreedom.com
Discipline:  Affiliate Member


Flagstaff Realty

Jimmy Millhollin
Suite 7
4984 Palm Coast Parkway NW
Palm Coast, FL 32137
Phone: 386-931-0487
Fax: 888-226-7710
Cell: 386-931-0487
Email: jimmy@jimmyandannette.com
Website: http://www.jimmyandannette.com
Discipline:  Affiliate Member


Florida Hospital Flagler

John Subers

60 Memorial Medical Parkway
Palm Coast, FL 32164
Phone: 386-586-4216
Fax: 386-586-4654
Cell: 386-237-1433
Email: john.subers@ahss.org
Website: http://www.floridahospitalflagler.com/Donate.aspx
Discipline:  Charitable - 501(c)(3)


Florida Hospital Flagler Foundation

Bill Tol
Suite 2801
60 Memorial Medical Pkwy
Palm Coast, FL 32164
Phone: 386-586-4214
Fax: 386-586-4654
Cell: 386-682-9764
Email: bill.tol@ahss.org
Website: http://www.floridahospitalflagler.com/Donate.aspx
Discipline:  Charitable - 501(c)(3)


Florida Hospital Memorial Foundation

Jim Weite
Executive Director
Suite 302
770 West Granada Blvd
Ormond Beach, FL 32174
Phone: 386-615-4144
Fax: 386-673-8800
Cell: 386-679-9004
Email: jim.weite@fhms.org
Website: http://foundation.floridahospitalmemorial.org
Discipline:  Charitable - 501(c)(3)

 
G

Gail E. Lampert, Attorney At Law
Gail E. Lampert
216 South 3rd Street
Flagler Beach, FL 32136
Phone: 386-439-0190
Fax: 386-439-8427
Email: gail@gaillampertlaw.com
Discipline:  Attorney


Geppner & Associates

Edward A Geppner
Unit 4
4879 Palm Coast Pkwy NW
Palm Coast, FL 32137
Phone: 386-283-4943
Email: egeppner@cfl.rr.com
Discipline:  CPA - Certified Public Accountant


Gornto & Gornto, P.A.

Bradford B. Gornto
Suite 200
444 Seabreeze Blvd
Daytona Beach, FL 32118
Phone: 386-257-1899
Fax: 386-257-1833
Email: brad@gorntolaw.com
Website: http://www.gorntolaw.com
Discipline:  Attorney


Granny Nannies

Joel Fallon
Suite 16 9 Harbor Center Dr
Palm Coast, FL 32137
Phone: 386-447-6551
Fax: 386-447-6585
Email: grannynannies@msn.com
Website: http://www.grannynannies.com
Discipline:  Affiliate Member

 
H


Hayward Brown Flagler Inc.

Donald T. O'Brien Jr.
3200 East Moody Blvd
Bunnell, FL 32110
Phone: 386-437-7767
Fax: 386-437-9226
Cell: 386-503-4010
Email: donald@haywardbrownflagler.com
Discipline:  Affiliate Member


Helm Financial Services

Charles M. Helm RHU
PO Box 328
216 South 3rd Street
Flagler Beach, FL 32136
Phone: 386-439-1627
Fax: 386-439-8427
Email: helmfin@cfl.rr.com
Discipline:  Associate


Holland Financial

Christopher Redman
700 West Granada Blvd
Ormond Beach, FL 32174
Phone: 386-671-7526
Fax: 386-671-7026
Cell: 386-214-0403
Email: chris.redman@hollandfinancial.com
Website: http://www.hollandfinancial.com
Discipline:  Associate


Hynes Financial, Inc

Gabriel Hynes
1200 Plantation Island Drive
St. Augustine, FL 32080
Phone: 904-461-1808
Fax: 904-461-1775
Email: ghynes@mbaileygroup.com
Discipline:  Associate

 
K


Kaney & Olivari, P.L.

Michael P. Olivari
55 Seton Trail
Ormond Beach, FL 32176
Phone: 386-675-0691
Cell: 386-405-2135
Email: mike@kaneyolivari.com
Website: http://www.kaneyolivari.com
Discipline:  Attorney


Kresge, Platt & Abare, PLLC

Kenneth R. Kresge
Unit 1
4879 Palm Coast Pkwy NW
Palm Coast, FL 32137
Phone: 386-449-0020
Fax: 904-460-0947
Cell: 904-669-8662
Email: kkresge@kpacpa.com
Website: http://www.kpacpa.com
Discipline:  CPA - Certified Public Accountant

 
L


Law Office of John A. Pascucci, PA

John A. Pascucci
P.O. Box 354750
Palm Coast, FL 32135-4750
Phone: 386-445-4304
Fax: 386-446-0623
Email: japascucci2@cfl.rr.com
Discipline:  Attorney


Lynnette J. Callender, P.A.

Lynnette J. Callender
Suite 4, West Point Plaza389 Palm Coast Pkwy SW
Palm Coast, FL 32137
Phone: 386-445-9625
Fax: 386-447-6681
Email: callenderlaw@aol.com
Discipline:  Attorney

 
M


Morgan Stanley Smith Barney

Donna G. Higbee
231 N. Woodland Blvd
Deland, FL 32720
Phone: 386-740-2003
Fax: 386-740-2058
Cell: 386-748-0733
Email: donna.higbee@morganstanley.com
Discipline:  CFP - Certified Financial Planner

 
N


National Planning Corp

Jane S. Eddy
Financial Consultant
Suite 104A
533 N Nova Rd
Ormond Beach, FL 32174
Phone: 386-671-7399
Fax: 386-671-2070
Cell: 386-453-5934
Email: janeclu@cfl.rr.com
Website: http://www.eddyfinancial.com
Discipline:  ChFC - Chartered Financial Consultant
 CLU - Chartered Life Underwriter


Norm Arsenault Realty, Inc

Normand Arsenault
147 Coral Reef Court North
Palm Coast, FL 32137
Phone: 386-585-0778
Fax: 386-446-2485
Cell: 386-585-0778
Email: norm@normarsenaultrealty.com
Discipline:  Affiliate Member

 
O


Olivari & Associates

Dan Warren
Suite D
141 Sage Brush Trail
Ormond Beach, FL 32174
Phone: 386-672-0775
Fax: 386-677-1024
Email: danw@olivaricpa.com
Discipline:  CPA - Certified Public Accountant

 
P

Partner Olivari & Associates, CPA`s & Consultants
Mary Greenlees
Suite D141 Sage Brush Trail
Ormond Beach, FL 32174
Phone: 386-672-0775
Fax: 386-677-1024
Email: MaryG@olivaricpa.com
Discipline:  Accountant


Partners in Planning

Charles A. Bowers
17 Eastwood Drive
Palm Coast, FL 32164
Phone: 386-437-0072
Fax: 386-437-7002
Email: chuck_bowers@prodigy.net
Website: http://partnersinplanning.net
Discipline:  Associate


Provost, Palm Coast Campus, Daytona State College

Kent Ryan
Daytona State College Foundation1200 W. International Speedway Blvd
Daytona Beach, FL 32120-2811
Phone: 386-506-4425
Fax: 386-506-3014
Email: ryank@DaytonaState.edu
Website: http://www.daytonastate.edu
Discipline:  Charitable - 501(c)(3)


Pyle & Dellinger, PL

Michael A. Pyle
Suite 1
1655 N. Clyde Morris Blvd
Daytona Beach, FL 32117
Phone: 386-615-9007
Fax: 386-676-2615
Cell: 386-212-0853
Email: mikep@pylelaw.com
Website: http://www.pylelaw.com
Discipline:  Attorney

 
R


Raymond James Financial Services Inc.

Erin Masters
Suite 600
1450 North US 1
Ormond Beach, FL 32174
Phone: 386-677-9464
Fax: 386-677-4944
Email: erin.masters@raymondjames.com
Website: http://www.gregwynnfinancialservices.com
Discipline:  CFP - Certified Financial Planner


RJR Management

Robert J. Reese

216 S. 3rd Street
Flagler Beach, FL 32136
Phone: 386-439-0190
Fax: 386-439-8427
Cell: 386-503-4370
Email: rreese5264@aol.com
Discipline:  Associate


Rogers Towers

Robert Cuff
Suite B
7 Waldo Street
St. Augustine, FL 32084
Phone: 386-445-2677
Fax: 904-825-4070
Cell: 386-986-8136
Email: rcuff@rtlaw.com
Website: http://www.rtlaw.com
Discipline:  Attorney

 
S


Schroeder, Robert E., P.A., C.P.A.

Robert E. Schroeder
50 Leanni Way, Suite D-3Belle Terre Business & Professional Center
Palm Coast, FL 32137
Phone: 386-445-2400
Fax: 386-445-3215
Email: bob@schroedercpa.com
Discipline:  AEP - Accredited Estate Planner
 CPA - Certified Public Accountant


Site Webmaster

Randy Pagan
82 Belvedere Lane
Palm Coast, FL 32137
Phone: 386-503-6407
Email: randyspin2@aol.com
Discipline:  Affiliate Member


Stifel Nicolaus

David S. Remey
Suite 110
1530 Cornerstone Blvd.
Daytona Beach, FL 32117
Phone: 386-947-6000 or 800-758-8755
Email: remeyd@stifel.com
Website: http://www.RemeyWealthAdvisors.com
Discipline:  CFP - Certified Financial Planner
 CPA - Certified Public Accountant


SunTrust Banks, Private Wealth Management

Sherry Burger
First Vice President
1737 N. Clyde Morris Blvd
Daytona Beach, FL 32117
Phone: 386-258-2542
Fax: 386-258-2688
Email: Sherry.Burger@suntrust.com
Discipline:  Bank Trust Officer
 CFP - Certified Financial Planner
 CTFA


Suntrust Banks, Wealth and Investment Management

Beverly Flanagan
Client Advisor, First Vice President
Suite 120
1737 N. Clyde Morris Blvd
Daytona Beach, FL 32117
Phone: 386-258-2565
Fax: 386-258-2333
Email: beverly.flanagan@suntrust.com
Discipline:  CFP - Certified Financial Planner


SunTrust Investment Services, Inc.

John D. Downey
First Vice President - Financial Advisor
3780 Rosscommon Drive
Ormond Beach, FL 32174
Phone: 386-615-4521 or 866-306-7458
Fax: 386-615-4511
Cell: 386-523-4353
Email: John.Downey@suntrust.com
Discipline:  CFP - Certified Financial Planner
 CRPC-Chartered Retirement Planning Counselor


SunTrust Investment Services, Inc.

Barbara Selig
Client Advisor, Vice President
Mail Code: FL-Daytona 2031
1737 N Clyde Morris Blvd. Suite 120
Daytona Beach, FL 32117
Phone: 386-258-2522
Fax: 386-258-2688
Email: barbara.selig@suntrust.com
Discipline:  Associate

 
T


The Business Center

Gary Wheeler EA, CMA
Suite 103
3 Cypress Branch Way
Palm Coast, FL 32137
Phone: 386-445-1902
Email: businesscenter@bellsouth.net
Discipline:  Accountant


The Community Foundation in Jacksonville

Robert L. Roberts
Suite 310
245 Riverside Ave
Jacksonville, FL 32202
Phone: 904-356-4483
Fax: 904-356-7910
Cell: 904-868-4817
Email: broberts@jaxcf.org
Website: http://www.jaxcf.org
Discipline:  Charitable - 501(c)(3)


The Executive Compensation Group, LLC

Joseph M. DeRosa
Suite 120
325 Williamson Blvd
Daytona Beach, FL 32117
Phone: 386-252-0519
Fax: 386-2524084
Cell: 386-290-6704
Email: jderosa@excg.com
Website: http://www.excg.com
Discipline:  ChFC - Chartered Financial Consultant
 CLU - Chartered Life Underwriter

 
W


Wells Fargo Advisors

Linda Lampman
Suite 110
1540 Cornerstone Blvd
Daytona Beach, FL 32117
Phone: 386-274-5488
Fax: 386-274-2261
Email: linda.lampman@wfadvisors.com
Website: http://www.wfadvisors.com/linda.lampman
Discipline:  CFP - Certified Financial Planner


Wells Fargo Home Mortgage

Karen Pasquariello
Reverse Mortgage Consultant
1499 Palm Coast Pkwy Suite E
Palm Coast , FL 32137
Phone: 386-313-1061
Fax: 866-969-0684
Cell: 386-986-9181
Email: karen.s.pasquariello@wellsfargo.com
Discipline:  Affiliate Member