About This Event
We invite you to join us at the 2019 Power Players Professional Advisor Awards for a breakfast reception on Monday, January 14, 2019, from 8-9:30 a.m. at the beautiful waterside Westin Cape Coral Resort at Marina Village on 5951 Silver King Blvd in Cape Coral.
Seven distinguished Southwest Florida Professional Advisors will be recognized during this premiere Cape Coral Community Foundation event. Each of these Power Players will be identified as being top advisors who perform their duties with integrity and honesty and makes a substantial impact in Southwest Florida.
Sponsorship opportunities are available at this time. To take advantage of all the great benefits this event if offering, click here.
Congratulations to the 2019 Power Players:
Kevin A. Kyle, Florida Board Certified Wills, Trusts & Estates Attorney | Florida Board Certified Tax Attorney
Green Schoenfeld & Kyle LLP
Kevin is a partner of Green Schoenfeld & Kyle LLP, a law firm specializing in estate planning, probate and corporate law.
He focuses on international and domestic tax advice and business transactions, international and domestic trusts, and estate planning and probate. Kevin is board certified by The Florida Bar as an expert in wills, trusts and estates and tax law. He has earned an AV® PreeminentTM Peer Review Rating by Martindale-Hubbell®, the highest recognition possible in the legal industry.
Kevin is a member of The Florida Bar, the Bar of the U.S. Tax Court and the Lee County Bar Association. He previously practiced law in Los Angeles, California and maintains membership with the State Bar of California.
He enjoys golfing and traveling all over the world to experience different cultures and play different golf courses.
Don Koogler, Founder of Koogler Homes
Don is a master woodworker who has been building homes for more than 40 years. You will come to discover that he is much like an accomplished artist, combining his passion for the art of fine homebuilding with his creative talent to create homes of timeless elegance, where beauty and function merge. Expect superior standards, rich in character and detail. Homeowners are always welcome to visit the job site, but don’t be surprised if you see Don Koogler doing the carpentry work on your new home.
Bill Lange, Senior Vice President at Regions Private Wealth Management
Bill is a Senior Trust Officer for the Naples office of Regions Private Wealth Management Group, with Clients in Lee, Charlotte, and Collier Counties. He carries the designation of Certified Wealth Strategist and has an extensive career in assisting individuals and families with their Investment, IRA, Trust, Estate, and Charitable Planning.
His professional and civic involvement includes: Past Chair of the Ave Maria University Planned Giving Council, Board Member Emeriti of the Community Foundation of Collier County, Community Foundation of Collier County – Finance and Grants Committees, Past Board Member of the Greater Naples Area Planned Giving Council, Member of the Estate Planning Council of Naples, Past Treasurer St. William Catholic Church and Past Member Collier County Umpires Association.
Brian Chapman Jr., Owner of Chapman Insurance Group
Brian strives to protect his clients from the unknown and unexpected.
He graduated from Evangelical Christian School and Florida Gulf Coast University with a degree in business management.
His specialties include: CLU; Commercial Insurance; Insurance Planning; Boat Insurance; Flood Insurance; Watercraft; Umbrella; Inland Marine; D&O; Auto Liability; Corporate Insurance; Premises Liability; Property Damage; Omissions; Pollution; General Insurance; Commercial Lines; Umbrella Insurance; Marine Insurance; Insurance; Financial Planners; Claim; Fixed Annuities; Small Business; Liability Analysis; Whole Life; Health Insurance; Renters; Professional Liability; Public Liability; IRAs; Casualty; Legal Liability; Mo
Joan Henry, Attorney at Lusk, Drasites & Tolisano Law Firm
Joan Henry of Lusk, Drasites and Tolisano, P.A. has been practicing law in Florida since 1998, and is a Supreme Court Certified Circuit Civil Mediator.
A graduate of Stetson University College of Law, she earned her Juris Doctor in 1997 after receiving a Bachelor of Arts in 1995 from the University of South Florida.
Henry holds court membership in the Supreme Court of the State of Florida, United States District Court, Middle District. She is a member of the Florida Bar and the Lee County Bar Association.
“We live here in Southwest Florida. We work with you, we are in the same grocery stores, we may run into you at the movies, so we want to make sure we are doing the best job we can for you, our clients,” Henry said.
John Bobb, Financial Advisor at Finemark National Bank & Trust
John G. Bobb is a Senior Vice President and Private Wealth Advisor at FineMark National Bank & Trust’s Fort Myers office. Mr. Bobb brings three decades of experience in the financial services industry to FineMark, including the past 16 years in Southwest Florida. He works with clients managing their investments and helping to meet and/or
exceed their financial goals.
Mr. Bobb is a member of FineMark’s Investment Policy Committee and the Core and Dividend Strategy Committees. Mr. Bobb acts as the Healthcare and Energy Analyst for both strategies.
Mr. Bobb holds the designations of Chartered Financial Analyst (CFA®) and Chartered Financial Consultant (ChFC®). He graduated Magna Cum Laude from the University of Akron with a Bachelor of Science in Business Administration-Finance. He also holds a Master of Science in Business
Administration in Financial Analysis from the University of Phoenix graduating with a 4.0 GPA.
Mr. Bobb takes an active role in the community, currently serving as Treasurer and Chair of the Finance Committee for The David Lawrence Center and Chair of the Investment Committee for Cape Coral Community Foundation. He is also a member of the United Way Allocation Committee.
Joni Norton, Partner at Markham Norton Mostellar Wright & Company, P.A.
Joni Norton graduated cum laude from the University of South Florida College of Business Administration and entered public practice in 1981. Joni is a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER, practitioner. Joni utilizes her expertise and financial planning knowledge to provide innovative, creative solutions for individuals, businesses, estates, and trusts. She is instrumental in helping businesses make informed- management decisions. She also specializes in tax services for both businesses and individual clients with an emphasis on strategies that minimize tax liabilities. Joni’s industry experience includes medical, construction, retail, professional, service, and manufacturing.
Meet the 2018 Power Players
Tom Uhler, Uhler and Vertich Financial Planners, LLC
Tom Uhler is a founder of and principal of Uhler and Vertich Financial Planners, has over three decades of experience in financial services in Southwest Florida and has a special interest in assisting non-profit organizations in their planned giving efforts. Tom volunteers for a number of Lee County groups, helping them identify, educate and establish long-term relationships with donors and is a frequent speaker on financial planning, investing, and charitable giving. He serves as Branch Manager of the Sanibel Raymond James Financial Services office.
Tom is a leader in the community through his roles in numerous Southwest Florida organizations including the United Way of Lee County, the Southwest Florida Symphony Orchestra, the Florida Cancer Specialists Foundation Board, the Kiwanis Club of Sanibel-Captiva Islands, the Southwest Florida Council of the Boy Scouts of America, the Sanibel-Captiva Orchid Society.
Tom is an Eagle Scout and lifetime member of the National Eagle Scout Association. He was honored to have been chosen as the 2011-2012 Campaign Chair for the United Way of Lee, Hendry and Glades, as Citizen of the Year by the Sanibel-Captiva Chamber of Commerce, as Hero of the Year in 2013 by the Fort Myers News-Press, as 2010 Junior Achievement of Southwest Florida’s Lee County Laureate, and the American Red Cross’ Legacy Award winner in 2013.
Keith Veres, HBK CPAs & Consultants
In extending his role beyond his responsibilities as an HBK® CPAs & Consultants (HBK) accounting Principal, Keith Veres exemplifies HBK’s transition from accounting firm to holistic financial services provider. As director of HBK’s emerging Corporate Finance business along with his status as an investment banking representative of a third party investment banking broker-dealer, he helps HBK clients looking to raise capital, acquire businesses or sell their business through a coordinated succession planning process. And in his separate capacity as an HBKS® Wealth Advisors representative, Mr. Veres provides the comprehensive and critical financial support owners and operators of small and mid-sized businesses require to grow their companies and secure their financial futures for themselves, their families and their businesses.
Deeply involved in his community, he is active in the Cape Coral Construction Industry Association, Cape Coral Chamber of Commerce, Cape Coral Community Foundation and Lee County Building Industry Association.
Dorothy Blasingim, Regions Bank
Dorothy Blasingim is the Fort Myers Consumer Banking Manager for Regions Bank. The Consumer Bank has responsibilities for delivering world-class service and meeting the banking needs of consumer and small businesses. The area consists of 13 branches in Lee and Charlotte Counties. Dorothy joined Regions in 2003, bringing over 15 years of banking experience to the organization and has since become a four-time Chairman’s Club winner. In June 2017, she was recognized as a Regions Top Performer.
Dorothy is highly active within the community, currently engaged with Make-A-Wish, United Way and Junior Achievement.
Guy E. Whitesman, Henderson, Franklin, Starnes & Holt, PA
Guy Whitesman is an active member and the past chair of the Tax Section of The Florida Bar. He is Board Certified in Tax Law and is a past chairman of Tax Law Certification Committee which oversees the board certification process. Guy is also chair of Henderson Franklin’s Mergers & Acquisitions, Business Organizations & Planning, Tax, and Intellectual Property practice areas. He concentrates his practice in mergers and acquisitions, business organization operations and planning, taxation, estate planning and health care law. Guy frequently writes and speaks on issues regarding taxation, business, and estate planning to members of the public, as well as to accountants and attorneys through Florida Bar-sponsored continuing legal education courses.
As an active community member, Guy has served in guiding leadership roles in numerous organizations such as Community Cooperative, Inc., the Jewish Community Foundation of Southwest Florida, Southwest Florida Community Foundation, Calusa Nature Center and Planetarium and the University of Florida Law Center Association, Inc.
Donna Caruso, New York Life Insurance Company
Donna Caruso started her career as a financial advisor with the New York Life Insurance Company in 1990 and formed DJC Insurance & Financial Services in order to provide a complete financial services agency, as she is also a Registered Representative with NYLIFE Securities LLC. Her career gives her the opportunity and honor to make a difference in her clients’ lives planning for financial protection, growth and security for today and into the future. Donna has been recognized for her focus on assisting her clients to plan for a secure retirement.
She has earned her advanced designations of Chartered Life Underwriter, Chartered Financial Consultant, a lifetime membership with the Million Dollar Round Table, including Court of the Table in 2006, membership in the National Association of Insurance and Financial Advisors, and both President & Executive Councils with the New York Life Insurance Company, as well as a Lifetime Council membership serving on their elite Agents Advisory Council in New York City.
Donna believes in giving back and does so as a member or through leadership roles in Impact Initiative, Cape Coral Chamber of Commerce, Gold Coast Rotary, Giving Alliance of Women, PACE Center for Girls, Lee County, the Cape Coral Community Foundation and Valerie’s House of SWFL.
Gary Aubuchon, Miloff Aubuchon Realty Group
As a community, business and legislative trailblazer, Gary Aubuchon’s exceptional leadership skills have distinguished him in Southwest Florida. A successful entrepreneur, Gary started a homebuilding company in his living room and developed it into the diversified and successful Aubuchon Team of Companies. His dedication to improving the lives of those in the community has earned him such honors as Cape Coral Citizen of the Year, Lee County Humanitarian of the Year and membership in the Junior Achievement Business Hall of Fame. For six years he served as a State Representative in the Florida House where he quickly ascended into key leadership positions, including serving two years as Chairman of the Rules and Calendar Committee.
Amy McGarry, Amy McGarry Law Office, PL
Amy’s legal practice began in Wadsworth, Ohio where she had a general practice that included estate planning, probate and guardianship. Amy was a court-appointed guardian for several of Medina County’s indigent elderly citizens. In 1999, she became licensed in the State of Florida, further being able to assist Ohio snowbirds with their Florida legal issues. In 2004, Amy and her husband, Ben, and their two daughters moved to Cape Coral. Amy continued her sole practice focusing on estate planning, probate administration, trust administration, Medicaid planning, and guardianship.
Amy serves her community in the Academy of Florida Elder Law Attorneys, the Florida Association of Women’s Lawyers, and as a frequent speaker for continuing education for National Business Institute, Academy of Florida Elder Law Attorneys and Florida State Guardianship Association/SW Chapter.
This award was established by the Cape Coral Community Foundation in partnership with the Silicon Valley Community Foundation, the largest community foundation in the world with $8.2 billion in charitable assets under management, as part of a larger vision of global partnership and giving.