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Planned Giving Council of Indian River

PGCIR Board Members

Anita C. Headshot

President

Ms. Anita Calabro

Life Resource Planners of the Treasure Coast
1717 Indian River Blvd., Suite 301
Vero Beach, FL 32960

Phone: (772) 492-1912
Email: Anita.Calabro@cypresstrust.com

Todd Heckman

Past President

Todd Heckman, CLU, ChFC, CFP®, AEP, MSFS (12th Year)

Cypress Trust Company
4625 N. A1A, Ste 2
Vero Beach, FL 32963

Phone: (772) 567-7970
Email: todd@lrplans.com

Jim Davis

Treasurer

Jim Davis

Vero Beach Global Advisors
4624 Hwy A1A, Suite 9
Vero Beach, Fl 32963

Phone: (713) 213-8000
Email:j.davis@vbglobaladvisors.com

David Osgood

Executive Vice President and Market Director

David Osgood

Caldwell Trust Company
625 34st SW Vero Beach, FL 32968

Phone: (772) 321-7513
Email: dosgood@ctrust.com

www.ctrust.com

Julia Keenan

Director of Development

Julia Keenan

Alzheimer’s and Parkinson Association of Indian River of Indian River County
2300 5th Ave, Suite 500
Vero Beach, FL 32960

Phone: (772) 563-0505
Email: Julia@AlzPark.org

Dennis B. Headshot

Board Memeber

Dennis Bartholomew (10th Yr)

Treasure Coast Community Health Inc.
2182 Ponce de Leon Circle
Vero Beach, FL 32960

Phone: (772) 913-5644
Email: dbartholomew@tcchinc.org

Glenn.Headshot.2

Board Member

Mr. Glenn Grevengoed

3730 7th Terrace, Suite 202
Vero Beach, FL 32960

Phone: (772) 234-5600
Email: Glenn@goedlaw.com

Katherine Barton

Board Member

Ms. Kathryn Barton

Offutt Barton Schlitt, LLC
570 Beachland Boulevard
Vero Beach, FL 32963

Phone: (772) 231-2100, x6208
Email: kathryn@offuttcpa.com

Stephanie LeBlanc

Board Member

Ms. Stephanie M. LeBlanc

Lawn & LeBlanc, PLLC
5070 N. A1A, Suite 221
Vero Beach, FL 32963

Phone: (772) 231-1212
Email: stephanie@verobeachlawgroup.com

Richard Johnson

Founder and Board Member Emeritus

Richard Johnson, CFRE

859 Ridge Lake Dr.
Melbourne, FL 32940

Phone: (321) 848-3358
Email: rjohnsonpgsc@outlook.com