Meals on Wheels PLUS of Manatee

Planned Giving Network

Established 2016

The Planned Giving Network is intended to bring together experts who are focused on estate, financial, tax, legal and trust matters in Manatee County. In addition, they advocate Meals On Wheels PLUS of Manatees’ programs, priorities and accomplishments. The PGN meets quarterly to review matters that affect their clients, as well as donors of Meals On Wheels PLUS of Manatee, in these critical personal and financial areas.

By collaborating with Network members and members of staff at Meals on Wheels PLUS of Manatee, donors can take advantage of ideas on reducing estate costs, reduction of capital gains taxes and potential taxes for their heirs; while supporting their charitable interests. PGN is diverse and represents a well-respected group of local professionals including attorneys, CPA’s, trust officers, investment advisors, life insurance advisors, certified financial planners, stockbrokers and real estate brokers; who are sharing their knowledge through this network channel. Their efforts are helping Meals On Wheels PLUS of Manatee provide for the future support of the vital services we provide our community members. We are pleased to suggest using these members to our friends interested in incorporating charitable giving into their financial and estate plans.

Membership List

Anthony Bartirome, Estate Attorney

Blalock, Walters


Bradenton, FL


Amanda Panico, CFP®

Tidemark Financial


Lakewood Ranch, FL


Andrew Minor, Wealth Management

Merrill Lynch/Bank of America


Bradenton, FL


Beth Browning, CPA


Bradenton, FL


Bill Padelford, Attorney


Bradenton, FL


Brian Carter, CPA

Mauldin & Jenkins, CPA’s


Bradenton, FL


Dana Gerling, Attorney

Affordable Attorney


Bradenton, FL


David Fink, CFP®

Halliday Financial


Lakewood Ranch, FL


Donna Irvin Sobel, Attorney


Bradenton, FL

Jared Hermann, Investment Advisor

Morgan Stanley


Bradenton, FL


Karin Grablin, CFP®

SRQ Wealth Management


Sarasota, FL


Larry Winegar, CFP®

Vice President of Development and Planned Giving

Meals on Wheels Plus of Manatee


Bradenton, FL


Maribeth Phillips

Chief Executive Officer

Meals on Wheels Plus of Manatee


Bradenton, FL


Michael Hamrick, Attorney

Bradenton, FL



Jennifer Steube

Private Wealth Management

Synovus Trust


Sarasota, FL


Susan Atherton, CFP®

Manatee Community Foundation


Bradenton, FL


Susan Goldstein

Michael Saunders Commercial Real Estate


Sarasota, FL