Members

kaupperleft

E. Michael Kilbourn, CLU, ChFC, CCIM, MSFS, CAP, CASL, MBA

Estate & Legacy Planning, Life and Long Term Care Insurance

Call Mike at
(239) 261-1888

E. Michael Kilbourn, CLU, ChFC, CCIM, MSFS, CAP, CASL, MBA, is the president of Kilbourn Associates in Naples, Florida, and founder of the Wealth Protection Network®.

With over 35 years experience in the financial services industry, the last 20 of which have been dedicated to teaching his estate planning strategies to high-net worth families and fellow planners, Mike knows the intricacies of estate planning and the benefits of Florida domicile.

Mike is a Family Wealth Transfer Planning Specialist who enjoys taking the worry out of wealth and the mystery out of financial planning.

Over the years, Mike has positioned himself as a leading national authority on estate tax matters and expert on the complexities of Florida domicile. His sophisticated estate planning abilities have produced remarkable results and secured the trust of hundreds of wealthy individuals and families.

Mike is a decorated Vietnam veteran with five college degrees including four masters degrees, cum laude, and was inducted into Beta Gamma Sigma. Accredited with 15 professional designations including Chartered Financial Consultant and Accredited Estate Planner, he is founder and chairman of the Wealth Protection Network.

In addition to authoring the first, second and third editions of The Florida Domicile Handbook, Mike is also the author of Disinherit the IRS and contributing author of Optimal Aging Manual (Optimal Aging, LLC, 2004), Giving–Philanthropy for Everyone (Quantum Press, 2002), 21st Century Wealth: Essential Financial Planning Principles (Quantum Press, 2000) and Ways & Means: Maximize the Value of Your Retirement Savings (Esperti Peterson Institute, 1999).

Visit Kilbourn Associates

galbraithrgbweb2

Brad A. Galbraith, Esq., CPA

Board Certified Wills, Trusts and Estates Attorney

Call Brad at
(239) 325-5581

Brad A. Galbraith, Esq., CPA, is a member in Woods, Weidenmiller, Michetti, Rudnick & Galbraith PLLC in Naples and Indianapolis offices, and Chair in the firm’s Estate Planning Group. His practice focuses on providing creative, cutting-edge estate, tax and business planning advice to business owners and wealthy individuals. Brad is board certified in Wills, Trusts and Estates by the Florida Bar Association.

Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time.

Brad maintains an Indiana CPA license and is a frequent presenter on estate and tax planning topics to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs, which was published and distributed nationally. That program, titled Estate Planning for CPAs, has been presented to thousands of CPAs throughout the United States.

Brad is peer review rated as “preeminent” by Martindale Hubbell and is a Florida “Super Lawyer.” He is the author or co-author of several books, including The Florida Domicile Handbook with Mike Kilbourn, and is active in several national and local charitable and religious organizations.

Visit Woods, Weidenmiller, Michetti, Rudnick & Galbraith, PLLC.

basile-proofweb5

Frank J. Basile, CPA

Professional Accounting, Consulting, & Income Tax

Call Frank at
(239) 261-2219 x4

Frank J. Basile, CPA, leads a team of professional CPAs and consultants at F.J. Basile, CPAs, PC, with Firm locations in Naples, Florida and New Hartford, New York. In 1978, Frank graduated from Syracuse University with honors and is licensed in both Florida and New York.

This knowledgeable team is committed to providing its clientele, located in over 30 states, with efficient, high-quality professional accounting, consultation, and income tax planning and preparation services for individuals, trusts, estates and closely & family held business entities.

Frank has served on several committees including the New York State Society of CPAs: Medium- Sized Business Practice Committee, Estate Planning Committee, Taxation of Estates and Trusts Committee, and CPA Recruitment Committee. Over the years, Frank has been involved in many community fundraising activities such as the ARC Oneida-Lewis Chapter, the Faxton-St. Lukes Hospital Foundation Board, and the CNY Organ Donor Transplant Fund Board.

Through his affiliation with the Wealth Protection Network, Frank is able to share his wealth of knowledge on the finer points of individual, trust, estate and closely & family held professional accounting, consultation, and income tax planning and preparation services with a much broader audience.

Visit FJ Basile, CPAs, PC

wwp-rob-headshot-web4

Rob O’Dell, CFP

Personal Financial Planning & Money Management Services

Call Rob at
(239) 443-5444

Rob O’Dell, CFP, operates Coyle Financial Counsel’s Naples office with additional clients served in Wheaton, Illinois. With more than 20 years of experience, Rob knows that successful financial planning is a process – not a one-time event. He has applied his vision and expertise to help shape a proprietary planning process, which involves the discovery and clarity of goals in an effort to formulate a detailed wealth management plan unique to each client.

Prior to co-founding Wheaton Wealth Partners and merging with Coyle, Rob developed the financial planning arm for LVM Capital Management, Ltd. In the mid-90s, he worked in Carmel, Indiana, for Renaissance, Inc., the country’s leader in charitable planning strategies and administration.

Rob grew up in Wisconsin. He graduated from Wheaton College in Wheaton, IL, in 1989 with a Bachelor of Arts degree in Communications. He obtained the Certified Financial Planner certification in 1994.

With an impressive ability to quickly analyze and extrapolate data from highly complex financial rating systems, Rob utilizes the power of modern technology to design a custom planning product for Wealth Protection Network clients that reflects real-time activity.

Visit Coyle Financial Counsel