Meet Our Board

Our Board Of Directors

Chief Services Officer for CNL Financial Group.
Master’s Degree in Industrial and Organizational Psychology and a Bachelor’s Degree in Psychology from Appalachian State University.
Responsible for the alignment of CNL Financial Group’s strategy, brand, culture and leadership to accelerate organizational performance.
Member of the CNL Financial Group Board of Directors.
Served as an elder for First Presbyterian Church of Orlando, as a board member for Lifework Leadership and as an advisory board member for the Soderquist Center for Leadership & Ethics.
Vice Chair of the Board of Directors for Grace Medical Home, Board of Directors for LIFT Orlando, and a Board Member of James Madison Institute.
Serves on the Advisory Board for The Collaborative Orlando.

Owner and Managing Partner of Heatwole Law Firm, P.A. delivering Compassionate Justice ® to clients
Practices commercial/business litigation and family law (including divorces, paternity, family disputes, and Pre-Nup/Post-Nup Agreements).
Graduated in 2003 with a J.D. from the University of Florida College of Law With Honors and in 2000 with a B.A. from the University of Florida with High Honors.
Past-President of the Orange County Bar Association, Young Lawyers Section.
Member of the Christian Legal Society.
Volunteers her time as a Guardian ad Litem to children in need.
Lifework Leadership Orlando Alumni.
Attends ReThink Life Church in Orlando.

Partner in the international law firm of Holland & Knight LLP.
Holds a law degree from the University of Florida College of Law, where she was a member of the Law Review, and a Bachelor of Arts Degree from the University of Florida, graduating Phi Beta Kappa.
Represents landlords and tenants in the commercial leasing of shopping centers and out parcels, restaurants, high-rise office buildings, mixed-use projects, raw land, and industrial/warehouse facilities.
Represents buyers, developers, and sellers in the acquisition, development (including infrastructure development), and disposition of commercial properties; and lenders and borrowers in connection with the acquisition, construction, and permanent financing and re-financing of commercial properties.
Serves on the board for the Central Florida YMCA and the the Bergstrom Board (the advisory board to the real estate college at UF).
Held various board positions with the Central Florida Gator Club, Commercial Real Estate Women (CREW), the Orlando Day Nursery, Shepherd’s Hope, Winter Park YMCA and United Arts of Central Florida.

SVP Director of Human Resources for Cogent Bank
Held leadership positions in Human Resources in a variety of industries over the past 31 years
Experience encompasses a broad range of Human Resource disciplines such as recruitment, performance management, employment, employee relations, compensation & benefits administration, training, performance consulting, coaching, and project management
MBA from the University of Central Florida and a BA in Economics from Agnes Scott College
Certified as a Senior Professional in Human Resources (SPHR) and an SHRM Senior Certified Professional (SHRM-SCP)

Born and raised in Orlando, Megan Reed is a proud native of the Sunshine State.
Graduated with an undergraduate degree in Marketing from Andrews University in 2015.
Obtained her MBA from Crummer Graduate School of Business at Rollins College in 2021.
Started her marketing career in the consumer product goods industry, working for the renowned Nutella and Ferrero Rocher brands under Ferrero USA.
Continued her passion for food at Darden Restaurants, serving as a Brand Manager for LongHorn Steakhouse.
Actively supports the community through board membership with Edible Education Experience and Well Activity Center.
Enjoys spending quality time with family and friends, exploring new cities, and indulging in her favorite restaurants.

Founder and CEO of a financial planning firm for the past 33 years.
Recognized as one of the top 20 firms by the OBJ and one of the top 10 women in the nation for her broker-dealer.
Provides financial planning advice to diverse clients, including teachers, engineers, professionals, pre-retirees and retirees, divorcees, and widows.
Since her husband passed of a heart attack 6/2022 while they were in Costa Rica, she is even more involved with The Modern Widows Club and The American Heart Association.
Passionate about foster care, she and her late husband raised 2 teenage girls through the foster care system along with their own two. All 4 are “adulting well”.
Participates in various professional and community organizations, including FEW, 100 Women Strong, Central Florida Spokes, the National Association of Divorce Professionals, and the Financial Planning Association.

Co-owner and managing partner of Compass Law, specializing in family law-related needs, including dissolution of marriage, adoption, and dependency.
Graduated from the University of Central Florida’s Burnett Honors College with bachelor degrees in Political Science and Philosophy and went on to receive a Juris Doctor degree from the University of Florida College of Law.
Former felony prosecutor for the Ninth Judicial Circuit.
Member of the Christian Legal Society, Orange County Bar Association, Central Florida Association of Women Lawyers.
Serves and attends Grace Church in Orlando.
Teaches Dave Ramsey’s Financial Peace University.
Enjoys reading, the beach, gardening and spending time with her husband and three kids.