About Us

Board of Directors

Board of Directors

All board members are full voting, independent members.

Anne RoseAnne Rose

Board Chairman

Vice President, Revenue Cycle Lee Health 

Ms. Rose is a member of the Rotary Club of Fort Myers and has served on various board positions. She was a founding member of the Southwest Florida Wine Fest. She served five years on the Board of Directors for PACE of Lee County, dating back to its inception in 2006. She is also a member of the Florida Hospital Association of Managed Care Professionals (FAMCP) since its inception in 1995, serving in a variety of capacities.

member since July 2013

Bill M. DillonBill M. Dillon

Vice Chairman

Shareholder, Buchanan Ingersoll & Rooney and Fowler White Boggs

Bill Dillon is a commercial litigation shareholder at Buchanan Ingersoll & Rooney / Fowler White Boggs.  A Florida native, he completed undergraduate and law school at the University of Florida. His practice involves all forms of business litigation, with special focuses on corporate healthcare disputes and real estate loan workout, foreclosure, receivership, and related disputes.  Bill also has general commercial jury and non-jury trial practice. His representative clients include publicly traded healthcare companies, creditors on commercial secured credit facilities, churches, country clubs, franchisors, and national shopping mall chains. Bill has been identified as a Florida Super Lawyer – Rising Star for the years 2010 through 2016.

member since July 2014

John D. ClingerJohn D. Clinger

Secretary

John D. Clinger is senior vice president of Clinger, Sizemore & Associates, focusing on wealth management, financial advising and portfolio management. He joined Merrill Lynch as a financial advisor in 2000 after serving as a branch manager and commercial loan officer in the banking industry. Today, Clinger is resident director of the Fort Myers office, providing day-to-day leadership for his team and the local office. He has served as a past president and member of the board of directors for the Edison Festival of Light. He is a past campaign chair and current allocation team leader for the United Way of Lee, Hendry, Glades & Okeechobee counties. He will also be the 2016-2017 board chairman for the United Way.

Clinger has been a Little League coach for 25 years, and was inducted into the Fort Myers Little League Hall of Fame in 2012. He and his wife, Rusti, have four daughters; Katie, Emma-Lee, Madison & Abigail.

member since June 2016

Jeffrey MaddoxJeffrey Maddox

Board Member

Jeffrey Maddox is president of Maddox Construction Company. He has 30 years’ experience and is a third-generation builder, following his father and grandfather into the business.  His company specializes in interior and exterior work for the retail, office, restaurant, educational, hospitality, clubhouses and industrial industries, as well as historical restoration.

Maddox has won several prestigious awards, including a 2010 Florida Historical Preservation Award for Seven Seas at Newton Park on Fort Myers Beach and a 2011 Sand Dollar award from the Collier Building Industry Association for the Florida Gulf Coast University Softball Stadium and Naples Dog Park.

member since August 2016

DefaultPictureKathleen K. Johnson, CPA

Shareholder, President and Managing Shareholder, Miller, Helms & Folk, PA.

Board Member

Kathy Johnson is a Shareholder, President and Managing Shareholder in the firm, Miller, Helms & Folk, PA. She is a graduate of the University of South Florida. Kathy has been with the firm since 1997 and she is a member of the AICPA, FICPA, Estate Planning Council of Lee County and the Planned Giving Council of Lee County. She currently sits on the board of Abuse Counseling and Treatment, Inc. and the Lakes Park Enrichment Foundation. She is also a licensed Certified Pool/Spa contractor in the state of Florida and a native Floridian.

member since July 2018

DefaultPictureVeronica Larriva, CPA

Partner at McHale, P.A.

Board Member

Before Larriva was named a Partner at McHale, P.A., she accumulated ten years of experience in specialized forensic accounting, litigation support, and bankruptcy analysis, focusing on damages analysis, fraud investigation and detection, embezzlement analysis and Ponzi schemes.

In 2014, Larriva earned her Certified Public Accountant (CPA) license in the state of Florida. She has a Master of Science in Accounting and Taxation with a minor in Business Management from Florida Gulf Coast University’s Lutgert College of Business, where she graduated with honors.

In January 2017, Larriva received the Florida Institute of Certified Public Accountants’ (FICPA) “Horizon Award,” which recognizes the brightest young CPAs in the State of Florida. Larriva is a frequent guest speaker at her alma mater’s Forensic Accounting class, where she teaches and provides guidance to accounting students. She also speaks fluent English and Spanish and has an advanced level of Portuguese.

Larriva is an active leader in several local organizations. She is a current officer and past chair (2016-2017) of the FICPA Southwest Florida Chapter, a chair of the FICPA Florida Gulf Coast University Accounting and Tax Conference (2017-2018), and a past committee member of the Young CPAs. Larriva’s professional affiliations also include the American Institute of Certified Public Accountants and the Association of Certified Fraud Examiners.

member since July 2018

DefaultPictureMark Levine

Senior Consultant, Starkweather & Shepley Insurance Brokerage

Board Member

Mark Levine, as former President of Florida Operations, built a Florida property and casualty insurance presence for Starkweather & Shepley Insurance Brokerage from its Fort Myers location, beginning in 2014. Starkweather & Shepley, headquartered in Providence, R.I., is among the top 75 insurance agencies in the United States. Levine is a native of Pittsfield, Mass. He graduated from Bentley College in Waltham, Mass. with a bachelors degree in accounting. He remained in Boston for 40 years prior to moving to Southwest Florida.

Levine began his insurance carrier at Liberty Mutual in Boston, in sales and management positions for twenty years. He joined and was named executive vice president at Allied American Insurance Agency in 1998, which became Eastern Insurance Group following the acquisition by Eastern Bank, the largest mutual bank in the country. He managed sales and service of the commercial lines group and grew revenues from $3 million to more than $23 million over his 16 years of service.

Levine has been very active participating on various national and regional insurance company advisory boards throughout his career and served on the board of Advisors of the Greater Boston Food Bank. He and his wife, Sheri, raised their family in Sudbury, Mass. and now reside full-time in Miromar Lakes.

member since July 2017

Maura MatzkoMaura Matzko

Board Member

Maura Matzko retired in 2011 from Encore National Bank. Her 36-year career in banking, specializing in business development, private banking and administration, included assignments at BankOne NA, American Bankers Association and Wachovia Bank NA. Prior to moving to Florida in 2000, Ms. Matzko lived in Ohio and Virginia. She graduated from Wright State University in Fairborn, Ohio with a Bachelor of Arts and received a Master of Arts from Central Michigan University.

She has served on the United Way of Charlotte County Board of Directors since 2008, acting as Board Treasurer and Executive Committee member since 2010. Ms. Matzko chaired strategic planning efforts to transition the St. Vincent DePaul Community Pharmacy to a not-for-profit primary care clinic now known as the Virginia B Andes Community Volunteer Clinic. She served as Board President and Board Treasurer for that organization.

She is a graduate of the Charlotte County Chamber of Commerce Leadership Charlotte Class of 2004 and a member of Business & Professional Women of Charlotte County.

Maura and her husband, Rick, reside in Punta Gorda. They have one daughter, Mary Kate, and a wonderful grandson, Carteror.

member since August 2013

James NolteJames A. Nolte, CFP

Managing Director-Investment Officer, Well Fargo
Treasurer

In 1975, after graduating from the University of South Florida with a BA degree, I began my financial services career with the Equitable Life Assurance Society of America, in Fort Myers, Florida. In 1976, I joined A. G. Edwards as a Financial Advisor. In 1979, I became the second person in Lee County to receive the CFP designation. In 1989, I became a branch manager for A. G. Edwards. I managed offices in Fort Myers, Cape Coral and Bonita Springs. In 2006, I retired from management and in 2007, I created the Nolte Wealth Management Group of Wells Fargo Advisors (now Wells Fargo Clearing Services, LLC). For over 40 years I have helped clients and their families with their financial decisions.

When I’m not working, I enjoy spending time with my family which includes my wife Pam, two beautiful daughters, Jamie and Cassie and my three grandchildren, Steven, Sebastian and Elizabetta. I also enjoy boating, golfing, scuba diving and travel. I’ve been active in my community for many years. I currently serve on the Board of Directors of the Alvin Dubin Alzheimer’s resource center and I am a cabinet member of the United Way of Lee, Hendry and Charlotte counties.

member since July 2017

Kayla RichmondKayla Richmond

Board Member

Kayla Richmond is an attorney with Henderson, Franklin, Starnes & Holt, P.A., where she practices divorce, marital and family law. She is new to the board and her first major role will be as chairman of the 10th anniversary of the WINK Feeds Families Hunger Walk on Jan. 20, 2018, the food bank’s largest fundraiser of the year. Richmond is a Fort Myers native, graduating from Fort Myers High School in 2006. She graduated from the University of South Florida, and received both her law degree and an MBA from Stetson University.

Richmond serves as president-elect and chapter representative for the Lee County Association for Women Lawyers, president for the Lee County Bar Association’s Young Lawyers Division and is also a member of the Bar’s Executive Committee. She also devotes time serving as a mentor for the Take Stock in Children Program and Girls Going Places.

Richmond was recognized by Florida Super Lawyers® magazine as a “Rising Star” in the field of family law in 2016 and 2017, and named an “Up & Comer” by Florida Trend Magazine’s Legal Elite in 2017.

member since July 2017

Keith ScogginsP. Keith Scoggins, Jr.

Board Member

Attorney, Retired General Counsel Farm Credit System

Keith Scoggins was an attorney with the federal Farm Credit System for more than 35 years. He is the retired Senior Vice President and General Counsel of 1st Farm Credit Services, Normal, IL. Keith is a full-time resident of Estero, FL. In the past Keith has also served on other Boards of Directors, including a captive insurance company, federal credit union, and several homeowners associations.

In the past Keith has served in various capacities for the Harry Chapin Food Bank, including Board Chairperson, Executive Committee member, and Chairman of the CEO Search Committee.

Keith has also served on other Boards of Directors, including a captive insurance company, federal credit union, and several homeowners associations.

member since July 2014 

Lois ThomeLois Thome

Board Member

Lois Thome has been an anchor at WINK News for 24 years. She has earned numerous awards and accolades during that time, including “Best News Anchor” in Southwest Florida, the Quill Pen Award from the Florida Association of School Administrators and being voted one of the top Women of the Year by Gulfshore Life Magazine.

Thome is well-known for her community service and advocacy. They include volunteering as a committee member of the Southwest Florida Reading Festival for more than 15 years, and helping raise millions of dollars in food for the Harry Chapin Food Bank, particularly through her involvement in the WINK News Feeds Families Hunger Walk. Her hometown is St. Anna, Wis., and she was educated at the University of Wisconsin. Ms. Thome is married and has one son and one daughter.

member since June 2016

David FryDavid Fry

Board Member at Large

Dwell Florida

Mr. Fry was with WCI Communities, Inc., a Florida-based land developer and homebuilder, from 1995 to 2012. During that time, he held positions of Senior Vice President of Amenities and Real Estate Services between the years 2000 and 2006, Chief Operating Officer from 2006 to 2008 and President and Chief Executive Officer from 2008 to 2012. Mr. Fry also serves on the Board of Directors of United Way of Lee, Hendry & Glades Counties. He and his wife, Monique, have four daughters.

member since July 2013

Maura MatzkoPat Nevins

Board Member at Large

Pat Nevins has more than 37 years of experience related to general management consulting and engineering consulting. Prior to retiring he served as Principal for more than 18 years at the firm Towers Perrin (now Towers Watson), a global management consulting company. He joined Towers Perrin in 1984 and managed numerous million-dollar consulting projects to improve operations effectiveness, and developed major business processes to enhance overall performance for Fortune 500 companies in several industries.

Prior to joining Towers Perrin, he worked for 15 years in the consulting engineering and construction industry. He served as senior project engineer managing the overall electrical engineering design of several power plants.

Since retiring in 2006, he has spent several years assisting the non-profit Food Bank industry, including the Harry Chapin Food Bank, as a volunteer business consultant.

Nevins has a bachelor’s degree in electrical engineering from the Illinois Institute of Technology and a law degree from DePaul University. He is a Registered Professional Engineer and a retired member of the Illinois Bar.

member since April 2016

Board Minutes

2017

2016

2015

2014

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