Congratulations to our 2020 Power Players!
About This Event
The 2020 Power Players Professional Advisor Awards took place on Monday, January 15, 2020
at the beautiful Crowne Plaza Hotel Bell Tower at 13051 Bell Tower Drive in Fort Myers.
Six distinguished Southwest Florida Professional Advisors were recognized during the premiere Community Foundation event. Each of the Power Players were identified as top advisors who perform their duties with integrity and honesty and make a substantial impact in Southwest Florida.
Our 2020 Power Players
Our 2020 Honorees
To view photos from the event, click here.
About Our 2020 Power Players
Linda Treise, CPA, Hughes, Snell & Co., PA
Linda is the firm’s shareholder with a focus on estate and trust services. With a broad background and experience in all areas of taxation, Linda specializes in estate and trust planning and taxation, as well as providing service to individuals, partnerships and businesses. She joined the firm in 1983 and serves as Chairman of the firm’s management committee. She is a Certified Public Accountant in the State of Florida and a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. She is a past president and board member as well as an active member of the Estate Planning Council of Lee County. Linda enjoys travel and cooking, and spending time with her daughter Ashley who resides in Port Charlotte with her husband Logan.
Gerri Moll, Market Executive, SW FL Bank of America Private Banking President, Southwest Florida Region
Gerri Moll is Market Executive of Southwest Florida for Bank of America Private Bank, including offices in, Sarasota, Ft. Myers, and Naples. She also serves as bank president for the Southwest Florida region, leading a team of executives representing eight other Bank of America business lines.
During her 35-year career at Bank of America, Gerri has held senior leadership roles in Consumer Banking, Commercial Banking, Global Wealth & Investment Management, and she has led the transition team during two mergers. She served two terms on the Leadership Florida Board of Regents and was appointed by the Governor of Florida to the Board of Governors which overseas the 11 public universities. She has held numerous community leadership positions including two with significant statewide impact. Currently, Gerri serves on the board of directors at Artis-Naples and the Conservancy of Southwest Florida. A Florida native, Gerri resides in Naples with her husband and 18 year old son.
Eric Feichthaler, Partner, Burandt, Adamski, Feichthaler & Sanchez
Besides being an Attorney, partner and shareholder in the company, Eric served as Mayor of Cape Coral from 2005-2008, and continues his service to the community through his involvement with several charitable boards, including Cape Coral Caring Center, The City of Cape Coral Charter School Foundation and the Cape Coral Historical Museum. He also writes a column in the Cape Coral Breeze newspaper, providing practical information on a wide range of topics involving Cape Coral real estate. He earned his board certification in Real Estate Law from the Florida Bar. Eric is also a Supreme Court Certified Circuit Civil Mediator.
Bryan Blackwell, Managing Partner, Molloy Financial Group Financial Advisor, RJFS
As Managing Partner and Financial Advisor, Bryan began his career in financial services in 2008 and previously spent 8 years in the United States Marine Corps and Florida Army National Guard. Today, Bryan provides financial planning and estate planning through the use of equities, fixed income securities, managed money, and more through Raymond James. He is an active member of the Greater Fort Myers Chamber of Commerce where he serves as the Board Chair. He is also a member of the National Association of Insurance and Financial Advisors and a board member of Big Brothers Big Sisters of the Sun Coast.
Dr. Colin Feng, AXA Advisors, LLC
Dr. Feng was born and raised in China receiving his university education in Business Management in China. After coming to the states, he received his Masters and Doctorate in Economics at The Ohio University. He specializes in life insurance, disability insurance, and long-term care insurance and is also a certified financial planner. He has been selected as Southwest Florida Five Star Wealth Manager eight years in the roll since 2012 by Gulf Shore Magazine.
Colin is very active in the local community and participates in many non-profit organizations in Southwest Florida. He is currently the chairman of Asia Fest Committee of Naples Asian Professionals Association and a member of the South Fort Myers Rotary Club. He lives in Fort Myers with his wife Lois and two dogs.
Dannielle Robinson, Senior Associate, Colliers International SWFL
Dannielle joined Colliers International SWFL in 2012 as a Senior Associate of Retail Services. She quickly became a successful broker fulfilling her passion for Landlord and Tenant Representation. Not only does she strive to prove her success and familiarity, specifically in retail, Dannielle is grateful for her long-term relationships that have grown and developed across Southwest Florida. She specializes in site selections, lease negotiations, tenant and landlord representation, and engagement of new development lease and marketing strategies. Since 2012, she has facilitated over $100 million in leasing transactions. Dannielle is active in two leading industry groups: the International Council of Shopping Centers and the Urban Land Institute. She also has another pursuit outside work, one that, like real estate, fuels her competitive drive: coaching a girls volleyball team. She says coaching the team, even though she has three sons, is both a stress-relief outlet and a passion.
Meet 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 Chapman, Jr. is a lifelong resident of Southwest Florida and one of three siblings in his family to graduate from Florida Gulf Coast University (FGCU).
In 2009, Brian founded Chapman Insurance Group, a Southwest Florida Independent Insurance agency that provides insurance products for both commercial and residential insurance from Marco to Sarasota.
Brian was appointed by Governor Rick Scott in 2011 to the Board of Trustees at Florida Southwestern State College and served as Chairman of the Board of Trustees until 2018.
He and his wife, Julie, are parents to their five beautiful children Cade, Ellie, Ty, Adlie, and Oaklie and are currently residing in Fort Myers in the Whiskey Creek community.
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.
This award was established by The Community Foundation in partnership with the Silicon Valley Community Foundation, the largest community foundation in the world with $14 billion in charitable assets under management, as part of a larger vision of global partnership and giving.