National Association of Estate Planners and Councils

2017 NAEPC Directors

Attorneys

John T. Midgett, JD, AEP®
Midgett & Preti PC
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council

Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
Deutsche Bank Trust Company Americas
Los Angeles, CA
Affiliated with Atlanta Estate Planning Council, Inc.
Judith A. Saxe, JD, AEP®
Atlantic Trust Private Wealth Management
Boston, MA
Affiliated with Boston Estate Planning Council

Certified Public Accountants

Robert P. Goodman, CPA, AEP®, CFP®
U.S. Trust, Bank of America Private Wealth Management
Phoenix, AZ
Affiliated with Central Arizona Estate Planning Council
photo  John C. Scott, CPA, AEP®, CPMG
Anders Minkler Huber & Helm LLP
St. Louis, MO
Affiliated with Estate Planning Council of St. Louis
Hal R. Terr, CPA, PFS, CFP®, AEP®
Withum, Smith & Brown, PC
Princeton, NJ
Affiliated with Mercer County Estate Planning Council

Chartered Life Underwriters

Thomas M. Borchert Thomas M. Borchert, CLU®, ChFC®, AEP®, CLTC, MA. LUTCF
Professional Insurance & Financial Alternatives
Sioux City, IA
Affiliated with Siouxland Estate Planning Council


Michael Rush Noland, CLU®, ChFC®, AEP®
Integrated Financial
Tulsa, OK
Affiliated with Tulsa Estate Planning Council

 

Shane Westhoelter Shane Westhoelter, CLU®, LUTCF, AEP®
Gateway Financial Advisors, Inc.
Dublin, CA
Affiliated with: Tri-Valley Estate Planning Council

Trust Officers

Julie A. Buschman, CPA, AEP®, CAP®
Northern Trust
Dallas, TX
Affiliated with Dallas Estate Planning Council
Photo Al W. King, III, JD, LL.M., AEP® (Distinguished)
South Dakota Trust Company, LLC
New York, NY
Affiliated with: New York City & Lower Fairfield EPCs
Photo Lawrence J. Macklin, Esq., CPA, AEP®
U.S. Trust, Bank of America Private Wealth Management
Baltimore, MD
Affiliated with Baltimore Estate Planning Council

Financial Planners

Charles V. Douglas, JD, CFP®, CAP®, AEP®
Cedar Rowe Partners
Atlanta, GA
Affiliated with Atlanta and North Georgia Estate Planning Councils
photo Mary Katherine "Kit" MacNee, CFP®, CRPC
Pasadena, CA
Affiliated with Estate Planning Council of Riverside County

Philanthropy -

 
Ginger F. Mlakar, JD, CPA
Cleveland, OH
Affiliated with Estate Planning Council of Cleveland

Director Emeritus

Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
Denver, CO
Affiliated with Denver Estate Planning Council