Logo

PGCIR Officers

President

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

President

Life Resource Planners of the Treasure Coast

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

President-Elect

V.P. Program Director

Mr. Richard H. Johnson, J.D., CFRE (12th Year)

Planned Giving Councelor

Planned Giving Sustaining Charities
859 Ridgelake Dr.
Melbourne, FL 32940

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

Treasurer

Jim Davis, CFP (11th Year)

Vice President, Wealth Planner

Fidelity Investments
3340 Cardinal Drive
Vero Beach, FL 32963

Office: 772.453.2199 ext. 58303
Email: Jimdavis.team@fidelity.com

Secretary

Anita Calabro (5th Year)

Trust Officer

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

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

Pinnacle Award Chair

David Osgood (12th Year)

Senior Vice President

U.S. Trust
700 Beachland Blvd.
Vero Beach, FL 32963

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

Past President

Dennis Bartholomew (10th Yr)

Director of Business Development

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

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

V.P. of Membership

Ms. Monique Olson (3nd Year)

Development Director

Indian River State College
3209 Virginia Avenue
Fort Pierce, FL 34981

Phone: (772) 462-7242
Email: molson@irsc.edu