Cypress Trust Company, Naples
Mr. Kuhn is the senior vice president and market executive for Cypress Trust Company in Naples and joined the company in July 2015. He is a 25-year veteran of the trust and investment management business and has served the Southwest Florida wealth management market since 2000. Previous positions include president of First National Investment Services Company, Naples; senior vice president and affiliate sales manager of investment advisors for Fifth Third’s securities division, Naples and Fort Myers; senior vice president and Florida regional manager of Marshall and Ilsley Trust Company, Naples; senior managing director – Florida West Coast for BMO Private Bank, Naples and Sarasota; and most recently, senior vice president and client advisor with SunTrust Private Wealth Management, Naples and Fort Myers. Mr. Kuhn holds the Certified Financial Planner (CFP®) and the Associate in Risk Management (ARM) designations. He earned his BA degree in Education (Economics and Natural Sciences) from Bethel University and his MBA degree in Finance from the University of St. Thomas. Mr. Kuhn serves on the Board of Directors for the Juvenile Diabetes Research Foundation Florida Suncoast Chapter, and he has been active in the Sanibel-Captiva Rotary Club.

Bond, Schoeneck & King, NaplesMs. Lombardi concentrates her practice in estate and gift tax planning, and estate administration. She works closely with her clients in a team approach which incorporates families, accountants, financial planners and corporate trustees in the transfer and preservation of wealth. Her experience includes, but is not limited to planning for charitable gifting, life insurance, retirement plans, qualified personal residence trusts, family business succession and multi-generational planning. She graduated with Honors from the University of Miami School of Law, Coral Gables, Florida, in 1993 and has been admitted to the practice of law since 1993.

Cohen & Grigsby, NaplesMs. Scharlacken is a partner with the law firm of Cohen & Grigsby, P.A. She has 20 years experience of guiding individuals, families and institutions in comprehensive estate planning matters, with a special emphasis on high net-worth families, charitable giving, business succession planning and the transfer of wealth through generations. Ms. Scharlacken enjoys working with her clients and their families and focuses on accomplishing the client’s objectives while minimizing tax burdens, preserving wealth and meeting charitable goals. As a former social worker, she guides her clients with compassion, competence and confidence. Ms. Scharlacken strongly believes in taking the time necessary to ensure that her clients really understand the choices they make and are pleased with the results. She received her LLM degree from New York University School of Law, her JD degree from Western Michigan School of Law and her BA degree from the University of Florida.