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Officers

2024-2025 Season

President

Elizabeth Stephen, CFP®, CTFA

First Vice President

Daniel Vigne, CFP®, CPWA

Second Vice President

Heather Williams, CPA, CFP®  


Secretary

Christopher “Chris” J. Fowler, JD

Treasurer

Will Rodriguez, CPA/ABV, CVA 




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

Email Us:
admin@swfepc.org

Address:
PO Box 2098
Sarasota, FL 34230