Initial Leadership

The Estate Planning Council of the Emerald Coast, Inc. ("EPCEC") was formed in August 2004 by Jason E. Havens of Destin-based Havens & Miller, P.L.L.C; Deanna Muldowney and Pamela Weathers, both CPAs of Destin-based Carr, Riggs & Ingram, LLP; and David E. Barton, CLU of the Destin office of the Northwestern Mutual Financial Network.  Shortly after the EPCEC's formation, Lori K. Kelley, CPA of O'Sullivan, Creel became the chair of the Programs Committee, and Lisa Y. Pitell of Destin-based Havens & Miller, P.L.L.C became the chair of the Membership Committee.

Contact Information

Please contact the EPCEC via the e-mail address provided at the bottom of any page of this site.  You may also contact any of the EPCEC leadership, but please keep in mind that all leaders are volunteers and that their time is their livelihood because all of them are service professionals.

Mailing Address

Please see the "Contact Us" page for the EPCEC's mailing address.

NAEPC Listing

Because of the EPCEC's affiliation with the the National Association of Estate Planners and Councils (NAEPC), contact information is also available via the NAEPC site.

Message  Box

Please join us at our next meeting, which is listed on the "Calendar" page.  Also, members should join the Yahoo! group for the EPCEC by visiting our group's home page: http://groups.yahoo.com/group/epcec/.

Directory

The EPCEC's membership directory ("Directory") is available below, but is subject to the following mandatory Terms of Use. Under no circumstances may any part of the Directory be photocopied, faxed, or otherwise reproduced without the prior written permission of the EPCEC Board of Directors. Under no circumstances may this Directory be used for mailings or other  solicitations by any individual, business, campaign, or other organization without the prior written permission of the EPCEC Board of Directors. If you agree to abide by these terms of use, you may view the Directory.

Gene Barker, CPA
Partner, O'Sullivan, Creel
P.O. Box 1600
Fort Walton Beach, FL 32549
850-244-5121 (W)
gbarker [at] osullivancreel.com (E)

Barry F. Barnes, CLU, ChFC
Highland Capital Brokerage
244 Snug Harbor
Shalimar, FL 32579
850-651-4447 (W)
bbarnes [at] highland.com (E)

David E. Barton, CLU, ChFC
Northwestern Mutual
1217 Airport Rd., Ste. 417
Destin, FL 32541
850-269-4081 (W)
david.barton [at] nmfn.com (E)

Charles H. ("Chuck") Bolton
Capital Management Concepts
13 Memorial Pkwy., Ste. 102
Fort Walton Beach, FL 32548
850-243-4233 (W)
chuckb [at] cmc.gccoxmail.com (E)

David A. Brabham, CPA, JD
Carr, Riggs & Ingram, LLC
4502 E. Highway 20, Suite A
Niceville, FL 32578
850-897-4333 (W)
dbrabham [at] cricpa.com (E)

Jane Burns
Edward Jones
104 Pointe Circle
Santa Rosa Beach, FL 32459
850-622-2112 (W)
ironabike [at] earthlink.net (E)

Michael S. Campbell
Vice President of Endowment Development, The Able Trust
106 E. College Ave., Ste. 820
Tallahassee, FL 32301
850-224-4493 (W)
mike [at] abletrust.org (E)

Gerry Chalker
Senior Vice President, Regions Morgan Keegan Trust Company
2 Eglin Parkway NE
Fort Walton Beach, FL 32548
850-664-5886 (W)
gerry.chalker [at] regions.com (E)

James P. Chitwood
Executive Director, OWC Foundation
100 College Blvd.
Niceville, FL 32578
850-729-5357 (W)
chitwood [at] owc.edu (E)

Brad Congleton, CPA
Brad Congleton, CPA, Inc.
50 Uptown Grayton Cir., Ste. 50
Santa Rosa Beach, FL 32459
850-231-0599 (W)
bradcongletoncpa.inc [at] mchsi.com (E)

Bart Fleet, JD, LLM
Partner Attorney, Fleet, Spencer, et al.
1104 Eglin Pkwy.
Shalimar, FL 32579
850-651-4006 (W)
jason [at] fleetspencer.com (E)

Donna Florence, MBA
A.G. Edwards
36468 Emerald Coast Pkwy., Ste. 5101
Destin, FL 32541
850-837-5366 (W)
donna.florence [at] agedwards.com (E)

Jason E. Havens, JD, LLM, LLM
Partner Attorney, Havens & Miller, PLLC
4400 E. Hwy. 20, Ste. 211
Niceville, FL 32578
850-897-6733 (W)
jason [at] trustestatelaw.net (E)

John W. Hawkins, JD
Partner Attorney, Matthews & Hawkins
4475 Legendary Dr.
Destin, FL 32541
850-837-3662 (W)
john [at] destinlaw.com (E)