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Planned Giving Council of Indian River

PGCIR Board Members

Todd Heckman

President

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

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

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

Anita C. Headshot

Secretary

Ms. Anita Calabro

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

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

Pinnacle Award Committee Chairman

David Osgood (12th Year)

Merrill Lynch Wealth Management
660 Beachland Boulevard #101
Vero Beach, FL 32963

Phone:(772) 321-7513
Email:dosgoodvero@gmail.com

Julia Keenan

Membership Committee Chairman

Julia Keenan

McKee Botanical Garden
350 US Hwy 1
Vero Beach, FL 32966

Phone: (772) 794-0601
Email:development@McKeeGarden.org

Dennis B. Headshot

Past President

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

Patti Rooney

Board Member

Patti Rooney

Riverside Theatre
3250 Riverside Park Drive
Vero Beach, FL 32963

Phone: (772) 231-5860
Email: patti.rooney@riversidetheatre.com

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