Meet the Council
Learn more about the exceptional group of attorneys, financial planners, and wealth managers who volunteer their time to serve on our Professional Advisor Council.
Gregory D. Podolak
Managing Partner, Coverage Attorney - Saxe Doernberger & Vita, P.C. Southeast
[email protected]
239-315-4215
Gregory D. Podolak has spent his entire career advocating on behalf of corporate policyholders, navigating issues involving…
Bradley G. Rigor
Attorney - Quarles & Brady, LLP
[email protected]
239‐659‐5032
Bradley G. Rigor, past Chair of the firm’s Trusts & Estates Group in Naples, is a Florida…
Michael J. Searcy, ChFC, CFP®, AIFA®
President & CEO - Searcy Financial Services, Inc.
[email protected]
239-777-0018
What I Stand For: My life’s passion is helping people, from assisting clients in solving problems and…
William R. Slepcevich
Investment Advisory Representative - Slepcevich Financial Group
[email protected]
239‐435‐9433
CEO of Slepcevich Financial Group LLC. Bill knows and appreciates the value of hard work as he…
Jeannine Stetson, CTFA
Senior Vice President, Wealth Services Advisor - The Naples Trust Company
[email protected]
239-451-6061
Jeannine is a Wealth Services Advisor, building client relationships, as well as assisting clients with their investment…
Jennifer Suden
Senior Portfolio Manager - Northern Trust
[email protected]
239-213-6192
EXPERIENCE Jennifer Suden joined Northern Trust in 2020 as a Senior Personal Investment Portfolio Manager. In this…
Curt C. Todd
Wealth Advisor - Wells Fargo Private Bank
[email protected]
239-552-2593
Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank,…
Jordan Tompkins, CRPC®
Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth Management | Merrill
Lynch, Pierce, Fenner & Smith, Inc.
[email protected]
239-450-2352
Jordan N. Tompkins Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth…
Sharon R. Treiser
Vice President - JPMorgan Private Bank
[email protected]
239-263-1321
Sharon is a Vice President at JP Morgan Private Bank. Sharon has over 30 years of experience…
Patrick M. Trittler
Vice President | Business Development Executive - Marsh & McLennan Agency - Private Client Services
[email protected]
239-597-0445
As Business Development Executive with MMA Private Client Services (PCS), Patrick creates and delivers comprehensive personal risk…
Thomas L. Walsh, Jr., CFA
Senior Vice President - Chilton Trust
[email protected]
239-488-1051
Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working…
Jonas B. Weatherbie, Esq.
Wilson & Johnson
[email protected]
239-687-1380
Jonas Weatherbie is recognized locally as a legal expert in the areas of estate and tax planning…
George A. Wilson
Attorney - Wilson & Johnson, P.A.
[email protected]
239‐436‐1502
George Wilson has practiced in the areas of estate and tax planning, charitable giving and trust and…
Edward E. Wollman, JD, LLM
Founder & Partner - Wollman, Gehrke & Associates, P.A.
[email protected]
239-435-1533
Edward E. Wollman is the founder & Partner of Wollman, Gehrke & Associates, P.A. law firm. He…
