Our Staff
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- Charles K. Idelson
- Chris A. Gair
- M. Chris Lawson
- Kevin D. Pfleger
- John G. Bobb
- Karen L. Meinen CFP®
- Philip J. Loiacano
- Pamela J. Storm
- Gregory J. Blurton
- Patricia A. Bremer
- Jacque S. Sanders
- Crissy Fabian
- Tari L. Vagle
- Karin Purdy
- Janis Kelly
- Nick Veintimilla
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| E-mail: cki@allabouttrust.com | |
Mr. Idelson is a principal founder of Investors' Security Trust Company. He has 35 years of financial services experience, most recently as President and CEO of a Fortune 500 financial institution. His responsibility of this $1.5 billion bank with 450 employees and 29 branches was managing the growth of the company, increasing profitability and maintaining excellent customer service.
As President and C.E.O. of Investors’ Security Trust Company, Charles is committed to keeping the Company independently owned and operated so that clients receive the highest level of personalized trust, estate and investment management services possible.
Charles grew up in Southwest Florida and works tirelessly on a volunteer level to make this community a better place to live. He has received many honors for his dedication including the 2001 Clara Barton Humanitarian Award, the 1998 Gulfshore Life Magazine Man of the Year Award and the 1996 Distinguished Leadership Award for Lee County.
Currently, Charles is Chairman of the Board for the Jewish Federation of Lee County; Treasurer/Director for Lee Memorial Health Foundation, Canterbury School and Children’s Advocacy Center; Director of Finance Committee, Florida Gulf Coast University Foundation; and Director for Southwest Florida Community Foundation and Hope Hospice.
Charles graduated from the University of Georgia with a Bachelor of Arts in Business and Finance and completed the LSU Graduate School of Banking.
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| E-mail: cag@allabouttrust.com | |
Chris has been with Investors’ Security Trust Company since it was founded in 2003. With his 30 plus years’ experience in trust and estate administration (all with one Fortune 500 company), Chris has earned his title as one of the most respected trust professionals in Southwest Florida.
In his role as Senior Trust Officer, he combines an extensive technical and practical background in trust and estate administration with exceptional interpersonal skills. Chris’ many long-time clients will attest to the fact that he cares first and foremost about their well-being and always ensures their needs are met.
As a result of his decades of service in Southwest Florida, Chris has established an extensive network of relationships within the professional community, including attorneys, CPAs and financial experts. His experience in the banking industry has helped him develop a strong working knowledge on a wide range of financial and administration services, which he uses to advise his clients in making the best decisions with their estate and financial planning.
Chris has a B.S. in Economics from Ohio University. He is a graduate of Florida Trust School and ABA National Graduate Trust School CTFA.
Chris is well known for his dedication to the Southwest Florida community. Currently, he is Senior Advisor and Past Chair with Southwest Florida Community Foundation. He acts as Trustee with St. Michael’s Lutheran School Foundation and Lee Health Care Resources. He is also a member of the Board of Directors for the Lee County Housing Authority.
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| E-mail: mcl@allabouttrust.com | |
Ms. Lawson is a founding member of Investors’ Security Trust Company and has over 20 years’ experience in the financial services industry.
In her role as Operations and Administrative Trust Officer, Chris is responsible for the oversight of trust operations for the company. She is a seasoned trust administrative officer with excellent client communication skills and a high level of technical knowledge in the field of estate and trust administration.
Chris graduated from the Florida Bankers Association Trust School in 1992.
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| E-mail: kdp@allabouttrust.com | |
Kevin joined the firm in 2007 and brings more than 17 years of Investment and Banking experience.
Kevin’s primary focus is managing all aspects of equity and fixed income investments for client portfolios. As a member of the company’s Investment Committee he assists in shaping the portfolio investment process and overall asset allocations. He also provides research and recommendations of third-party equity investment opportunities.
Prior to joining Investors’ Security Trust Company, Kevin served as an Institutional Broker at a regional investment bank in the Southeastern U.S. He worked for twelve years as a commercial lender and retail manager for two regional banks in Naples.
Kevin received a Bachelor of Science degree in Finance from the University of Florida, and is also a graduate of CBA Graduate School in Retail Bank Management.
He has been active in the Southwest Florida community including terms as a director of the YMCA of Collier County and President and Director of the 5th Avenue South Association in Naples. He has also worked with the St. Francis Xavier School in Fort Myers.
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| E-mail: jgb@allabouttrust.com | |
John has over 28years of expertise as a top investment specialist including over 18 years as a Portfolio Manager for High and Ultra High Net Worth Clients.
In his role of Senior Portfolio Manager, John specializes in developing and managing customized investment portfolios for high net worth investors, trusts, foundations and other non-profit organizations. John leads the development and maintenance of the Equity Strategies and Investments and helps develop the overall investment philosophy for Investors’ Security Trust Company.
Prior to joining the company, John worked for several major wealth management institutions as Senior Portfolio Manager and Team Leader where he was top ranked in performance, client satisfaction and service.
He graduated Magna Cum Laude from the University of Akron with a BA in Business Administration Finance. He also holds a MBA in Financial Analysis from the University of Phoenix (4.0 GPA) and holds the designation of Chartered Financial Analyst (CFA) and Chartered Financial Consultant (CHFC). John has extensive experience as a Financial and Estate Planner.
John actively supports the Southwest Florida community and currently lends his investment expertise in his roles as Board Member and Investment Committee Chairmen for Cape Coral Community Foundation and Investment Committee Member at David Lawrence Center in Naples. John also is a volunteer for the United Way.
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| E-mail: klm@allabouttrust.com | |
Karen joined Investors’ Security Trust Company in 2003 with over 20 years Investment and Banking experience.
In her role as Investment Officer, Karen helps clients build a portfolio to meet their unique investment objectives. She actively manages these portfolios, assuring that the asset allocation is held to the strict guidelines set with each client. Karen also functions as the firm’s Accounting Officer, providing monthly reporting and financial analysis for the CEO.
Karen has worked for two Fortune 500 financial institutions and has extensive experience in the trust investment and financial accounting fields.
Karen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Trust and Financial Advisor and is a member of the Financial Planning Association. She is also a graduate of the Cannon Trust School.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.
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| E-mail: pjl@allabouttrust.com | |
Philip joined Investors’ Security Trust Company with over 14 years of experience in the Trust and Wealth Management industry.
As a trust officer, Phil is dedicated in the areas of estate and tax planning, charitable planning, and estate and trust administration. He enjoys building strong relationships with his clients and their families and collaborating with other professionals to ensure a comprehensive, customized plan.
Prior to joining the firm, Phil worked for a Fortune 500 financial institution in Southwest Florida in the areas of Trust Administration, Private Banking and Retail Branch Management. His experience in the banking industry has helped him develop a strong working knowledge on a wide range of financial and administration services, which he uses to advise his clients in making the best decisions with their estate and financial planning.
Philip earned a Bachelor of Science at Michigan State University. He has attended The ABA National Graduate Trust School and the Cannon School of Trust Administration. He is also a registered Para Planner with the College of Financial Planning.
He is actively involved in the Southwest Florida community supporting such organizations as the United Way, American Red Cross and the Cape Coral Community Foundation.
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| E-mail: pjs@allabouttrust.com | |
Pam joined Investors’ Security Company as Trust Officer in 2010. She has over 30 years of experience in the trust and financial services industry.
As Trust Officer, Pam supports clients in all aspects of trust and estate administration while adhering to fiduciary law, tax law and regulatory requirements. Pam enjoys building strong relationships with clients and their families and works collaboratively with their other professional advisors to implement comprehensive, customized solutions.
Prior to joining the company, Pam worked for several Fortune 500 financial institutions in the midwestern United States as well as in Southwest Florida. She has extensive experience in trust and estate administration, bank retail management, brokerage and investment management services.
Pam is a graduate of the Florida Banker’s Associate Graduate Trust School. She is past Vice President of the Corporate Fiduciaries of Southwest Florida and a member of the Naples Estate Planning Council. She is actively involved with the Collier County Women’s Bar Association and also serves on the Budget Review Committee for United Way of Collier County.
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| E-mail: gjb@allabouttrust.com | |
As Wealth Strategist at Investors’ Security Trust Company, Greg’s role is educating and advising clients on the wide range of trust, estate and investment solutions available to develop and execute a comprehensive wealth management strategy. One of his key functions is integrating the advice and activities of his client’s legal, tax and other financial advisors with the team at Investors’ Security Trust Company to ensure all aspects of the wealth management plan are addressed and coordinated.
Prior to joining the company, Greg helped establish and build a local community bank’s presence in Lee County, overseeing its lending and branch deposit operations. He also served in the United States Air Force.
Greg is a Board Member for the Foundation for Lee County Public Schools and the Fort Myers East Rotary Club; chairs fundraising events that support Habitat for Humanity and the American Cancer Society; and serves as Treasurer and Coach of the Gorilla Lacrosse Club, a youth lacrosse organization in Estero.
Greg has a B.S. in Business Management from Hodges University and is a graduate of the ABA Stonier National Graduate School of Banking at the University of Pennsylvania.
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| E-mail: pab@allabouttrust.com | |
Patty is a founding member of Investors’ Security Trust Company and has over 30 years in administration and management. She brings a variety of skills to Investors’ Security Trust Company acquired through her experience working for an international original equipment manufacturer, the Federal government, a Fortune 500 financial institution, and as a small business owner. With eight years of banking experience she focuses on providing clients with exceptional customer service.
Patty has worked as a volunteer with the Greater Fort Myers Chamber of Commerce and is a graduate of their "Emerging Leaders 2001" class.
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| E-mail: jss@allabouttrust.com | |
Jacque joined Investors’ Security Trust Company in 2010 and has more than 30 years of experience in the financial services industry.
As Operations Officer, Jacque helps support the Administrative and Investment group with any operational tasks needed to efficiently handle clients’ needs.
Prior to joining Investors' Security Trust, she served in various capacities including bank retail management, bank operations, trust operations and most recently Treasury Management operations. Jacque has excellent communication skills and an in-depth understanding of operations. She also understands the importance of excellent customer service and has extensive experience interacting with clients. Jacque has a Bachelor of Science Degree in Education from Indiana University.
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| E-mail: kcf@allabouttrust.com | |
Crissy Fabian joined Investors’ Security Trust Company in 2011 and has over 25 years’ experience in the financial services industry.
As Marketing Coordinator, Crissy works with senior leadership to help define, develop and execute business development initiatives. She is responsible for coordinating all aspects of marketing including client events, seminars, public relations and advertising.
Previously, Crissy worked for several Fortune 500 financial institutions in marketing, sales management, training and development and retail branch management.
She graduated with a BS in Business Management from University of Tampa. She has been involved with United Way of Lee County, American Society of Training and Development and is currently a member of the Florida Public Relations Association.
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| E-mail: tvagle@allabouttrust.com | |
Tari joined Investors’ Security Trust as Team Assistant in 2004. She has worked for a local Fortune 500 financial institution and has over 23 years of extensive experience in the investment and financial services field. Tari is also a graduate of the Florida Bankers Association Florida Graduate Trust School.
She has lived in the Southwest Florida community for over 30 years and has adopted Cape Coral as her home.
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| E-mail: kpurdy@allabouttrust.com | |
Karin has over 20 years of experience in the financial industry. Prior to joining Investors’ Security Trust, she served in a variety of capacities including retail bank management, sales and service training and held brokerage and insurance licenses.
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| E-mail: jjk@allabouttrust.com | |
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| E-mail: npv@allabouttrust.com | |
Nick joined Investors’ Security Trust Company in 2011 after working as a summer intern, where he conducted extensive market research and developed a company marketing plan.
In his role as Team Assistant, Nick supports the trust officers with processing transactions, fee processing, preparing reports, opening and closing accounts and other client requests.
Nick graduated from Florida Gulf Coast University in July 2011 with a Bachelor of Science in Marketing. He has lived in SWFL for over 20 years and is involved in local organizations.
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