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Officers

2023-2024 Season

President

Elizabeth Diaz, JD, CPA

First Vice President

Elizabeth Rabbitt Stephen, CFP®, CTFA, AIF®

Second Vice President

Daniel Vigne, CFP®, CPWA®  


Secretary

Chris Fowler, JD

Treasurer

Heather Williams, CPA, CFP®


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