Advisor Directory

Mr. Blake W. Kirkpatrick

Attorney
Salvatori, Wood & Buckel, Attorneys at Law

9132 Strada Place, Fourth Floor, Naples, FL, 34108‐2683
bwk@swbNaples.com
Phone: 239‐552‐4121

Blake’s practice is concentrated in the areas of estate and tax planning, charitable planning, business succession planning, and estate and trust administration. He has spoken to many different organizations on estate planning, charitable planning and estate administration related topics as well as authored articles for various publications. Credentials: BS, MA Economics, JD, Florida Bar Board Certified Wills Trusts & Estates, FL Super Lawyer

Mr. Andrew J. Krause

Attorney
Hahn Loeser & Parks, LLP

800 Laurel Oak Drive, #600, Naples, FL, 34108
akrause@hahnlaw.com
Phone: 239‐254‐2902

Andy, a partner with Hahn Loeser & Parks LLP, is admitted to practice in Florida and has over 30 years of experience in estate planning, estate settlement and estate and trust administration. Andy is a multi year recipient of numerous honors and awards as a top‐rated lawyer. Credentials: JD, LLM, Best Lawyer, FIVE STAR, Super Lawyer, AV Rated, FL Bar Cert. Specialist in Wills & Trusts, Board Member Avow Hospice, Education Foundation of Collier County’s Man of Distinction.

Mr. William D. Lange

Senior Vice President, Certified Wealth Strategist, Accredited Investment Fiduciary
Regions Private Wealth Management

4851 Tamiami Trail North, Naples, FL, 34103
William.Lange@Regions.com
Phone: 239-434-1128

William D. Lange served on the CFCC Board in the early 1990’s, and again more recently from 2010 -2016, including as Treasurer.  He continues his commitment to the Foundation serving on the Finance and Grants  Committees. Bill has over 30 years of experience assisting individuals, families, businesses, and non‐profits with their Investments, IRA’s, Trust, Estate, and Charitable Planning.  He has served as the Senior Officer for the Naples office of Regions Bank Private Wealth Management for over 10 Years, and has also served on the Board of Champions for Learning, the Finance Committee of St. William Catholic Church, and as Chair and Treasurer for the Naples Chapter of Ducks Unlimited.

Mr. Laird A. Lile

Attorney
Laird A. Lile, P.A., Attorney and Counselor at Law

3033 Riviera Drive, #104, Naples, FL, 34103
LLile@LairdALile.com
Phone: 239‐649‐7778

Laird A. Lile focuses exclusively on estate and trust matters. He also represents beneficiaries, assisting them in understanding and working to protect their interests. Laird has served as court appointed fiduciary, arbitrator and mediator for trust and estate disputes. Credentials: JD with honors; LL.M. in Estate Planning.

Mr. Patrick Logue

Owner and Financial Advisor
Prudent Financial Planning

(4348 Steinbeck Way, Ave Maria, FL 34142
pat22@prudentfinancialplan.com
Phone: 239-230-0395

Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC.  He specializes in College Savings and helps families build comprehensive financial plans.  With 20 years of experience in financial services, including 3 years in the Development Office at a non-profit, Pat is intimately familiar with charitable giving.  He also provides expertise in wealth management, inter-generational wealth transfer, and estate planning.  Pat enjoys hiking, running, coaching volleyball and baseball, and spending time with his wife, Erin, and their 2 children.

Mr. Mark Matos

Senior Financial Advisor
HBKS Wealth Advisors

3838 Tamiami Trail N, Suite 201, Naples, FL, 34103
mmatos@hbkswealth.com
Phone: 239-263-1960

Mark Matos, CFP®, CLU® is a Senior Financial Advisor HBKS® Wealth Advisors (HBKS®), offering investment advisory services through HBK Sorce Advisory LLC. He provides comprehensive financial planning services to affluent individuals and families and earned the Five Star Wealth Manager Award for 2014, 2015, 2016, and 2017. Mark serves as President of the Financial Planning Association of Southwest Florida, President-Elect of the the Rotary Club of Naples, and serves on the Board of Directors for both Meals of Hope and the Greater Naples Planned Giving Council. He is a  member of the Association of Fundraising Professionals Everglades Chapter, the Public Relations Society of America Gulf Coast Chapter, and serves on advisory boards for both Florida Gulf Coast University Lutgert College of Business and Florida Southwestern State College and serves on the executive committee for the Rotary Club of Naples Learn2Earn Scholarship Fund. Mark earned a full tuition scholarship to Florida Gulf Coast University and double majored in Finance and Computer Information systems, earning a Bachelor of Science in 2006. Mark earned the prestigious CERTIFIED FINANCIAL PLANNER™ and CHARTERED LIFE UNDERWRITER™ designations in 2014 and 2016.

Mr. Brian V. McAvoy

Partner
Roetzel & Andress

850 Park Shore Drive, Trianon Centre, 3rd Floor, Naples, FL, 34103
Bmcavoy@ralaw.com
Phone: 239‐649-2722

Brian McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile planning, probate litigation, and fiduciary litigation. He is board-certified in Wills, Trusts, and Estates by the Florida bar. His clients include individuals, trust companies, and closely held business owners throughout south Florida.

 

Mr. Myles McHale

Senior Vice President, Wealth Management Advisor, Managing Director
U.S. Bank Private Client Reserve

9105 Strada Place, Suite 3200, Naples, Florida, 34108
Myles.McHale@usbank.com
Phone: 239-566-0818

Myles and his team provide comprehensive wealth management strategies tailored to his clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning for individuals, businesses, foundations, endowments, and sports and entertainment industries.  Myles takes the time to understand his clients’ unique needs, and he supports their goals by bringing together a team of specialists to provide customized strategies. Myles has worked in the banking and financial services industry since 1981. Prior to joining The Private Client Reserve, he was a managing director of Wilmington Trust Investment Advisors’ (WTIA) Consultant Relations Liaison Group. In addition, he has held a variety of leadership positions at Fleet Investment Services, Chase Manhattan Bank and The Morgan Bank and is a guest lecturer on the subject of investment management at several local colleges and universities including The Cannon Financial Institute, where he is an adjunct professor. He has been a member of the Rochester Society of Security Analysts, and the Association of Investment Management and Research. Myles is also a Board Trustee for the McDevitt Foundation and The Families with Developmental Disabilities here in Naples.

Ms. Lisa K. Merritt

Executive Director
JPMorgan Private Bank

850 Park Shore Drive, Naples, FL, 34103
lisa.merritt@jpmorgan.com
Phone: 239-263-1301

Lisa Merritt is a Senior Banker with JPMorgan Private Bank, and has been with the company over 23 years. She provides wealthy families with holistic advice regarding personal and business strategies to achieve their goals around banking, investments, credit, estate and philanthropic planning. In 2009 she was recognized by Barron’s as one of the top 70 financial advisors in Florida. Credentials: CFP; NASD Series 7, 63, and 24 Securities Principals license.

Mr. William H. Myers

Partner
Porter Wright Morris & Arthur, LLP

9132 Strada Place, Third Floor, Naples, FL, 34108‐2683
WMyers@PorterWright.com
Phone: 239-593-2953

Bill helps clients to preserve wealth, while still enjoying the fruits of their labor, and to plan for and implement sound financial legacies. In particular, he works with clients to develop tailored, yet flexible, strategies that minimize adverse tax consequences and is adept at structuring trusts that provide for both current and future family needs. In addition, Bill assists clients who have chosen to split their time between Florida’s Gulf Coast and some other location to establish domicile in Florida and reap the benefits of Florida’s favorable wealth management laws without severing key ties with other jurisdictions. Bill also works with clients to develop charitable giving plans that not only achieve tax savings but also further the efforts and reach of civic organizations that offer so much to those they serve. Bill draws on his years of experience in the trust banking field and in 30 years of private practice to advance client interests.

For his efforts, he has been recognized by Florida Super Lawyers® in the area of Estate Planning & Probate and has been Board Certified by The Florida Bar in the area of Estate Planning & Probate. Additionally, Bill is recognized by The Best Lawyers in America®.