NAEPC Council Relations Committee Roster

The NAEPC's Council Relations Committee has two charges—helping affiliated local estate planning councils take advantage of the benefits, programs and services offered to them by virtue of their membership and helping to affiliate those councils that are not currently members. Affiliated local estate planning councils are encouraged to contact the committee member nearest them at any time with questions.

Chair:

Gregory E. Sellers, CPA, AEP
Wilson, Price, Barranco, Blankenship & Billingsley, PC
3815 Interstate Court
Montgomery, AL 36109
Phone: 334-260-2350
E-Mail: gsellers@wilsonprice.com
Home EPC: Montgomery EPC
Responsible for: Alabama, Mississippi, NW Florida

Members:

Beverly A. Anderson, CTFA, CISP
SunTrust Private Bank
1445 New York Ave., NW, Mail Code CDC0806
Washington, DC 20005
Phone: 202-879-6341
E-Mail: beverly.anderson@suntrust.com
Home EPC: Northern Virginia EPC
Responsible for: Virginia & North Carolina

Edward T. Autry, JD, EPLS, AEP
Williams, McDaniel, Wolfe & Womack, P.C.
5521 Murray Avenue
Memphis, TN 38119
Phone: 901-767-8200
E-Mail: eautry@wmww.com
Home EPC: Memphis (EPC of) (TN)
Responsible for: Idaho

Joanna Averett, MBA, CFP®, AIF®, AEP
First American Trust
323 W. Court Street, Ste. 312
San Bernardino, CA 92401
Phone: 909-380-8799
E-Mail: javerett@firstam.com
Home EPC: Riverside EPC
Responsible for: California & Hawaii

Hartman Axley, CLU, ChFC, JD, CFP®, MSFS, RHU, AEP

1845 S. Jay Way
Lakewood, CO 80232-7095
Phone: 303-985-7922
E-Mail: hartaxley@yahoo.com
Home EPC: Denver EPC
Responsible for: Colorado & New Mexico

Frank S. Berall, Attorney, AEP, LL.M.
Copp & Berall LLP
864 Wethersfield Ave.
Hartford, CT 06114-3184
Phone: 860-249-5261
E-Mail: frank_berall@coppberall.com
Home EPC: Hartford -Conn. (E&BPC of)
Responsible for: Connecticut

Thomas M. Borchert, CLU, ChFC, LUTCF, AEP, CLTC
Professional Insurance & Financial Alternatives
4300 South Lakeport, Suite 202
Sioux City, IA 51106-9533
Phone: 712-274-6626
E-Mail: benefitdesign@cableone.net
Home EPC: Siouxland EPC, Inc.
Responsible for: Iowa, Illinois, Nebraska

Lisa Brown, CFP®, CLU, AEP
Brightworth, LLC
5445 Triangle Parkway, Ste. 150
Norcross, GA 30092
Phone: 770-368-1700
E-Mail: Lisa.Brown@Brightworth.com
Home EPC: Atlanta EPC
Responsible for: Georgia

Robert E. Burton, CLU, ChFC, AEP, LL.B.
Provada Insurance Services, Inc.
101 Montgomery St., 13th Floor
San Francisco, CA 94104
Phone: 415-369-9990
E-Mail: bob@provada.com
Home EPC: San Francisco EPC
Responsible for: California & Hawaii

Julie A. Buschman, AEP
Bessemer Trust
300 Crescent Court, Suite 800
Dallas, TX 75201
Phone: 214-981-9402
E-Mail: buschman@bessemer.com
Home EPC: Dallas EPC
Responsible for: Texas

Jean C. Coker, JD
Jean C. Coker, P.A.
6622 Southpoint Drive, S., Ste. 160
Jacksonville, FL 32216
Phone: 904-296-1100
E-Mail: jcc_jccpa@bellsouth.net
Home EPC: Northeast Florida (EPC of)
Responsible for: NE Florida

Barry A. Crozier, CPA
Belfint, Lyons & Shuman, PA
1011 Centre Road, Ste. 310
Wilmington, DE 19805
Phone: 302-225-0600
E-Mail: bcrozier@belfint.com
Home EPC: Delaware EPC
Responsible for: Delaware, DC, Maryland

Robert L. Fischer, CLU, ChFC, AEP
Harbor Wealth Management LLC
2149 Velp Avenue, Ste. 350
Green Bay, WI 54303
Phone: 920-434-5310
E-Mail: robert.fischer@axa-advisors.com
Home EPC: Northeast Wisconsin, Inc. (EPC of)
Responsible for: Michigan, Wisconsin

Robert E. Fox, CLU, AEP
Robert E. Fox Associates
11455 SW 85th Ct.
Ocala, FL 34481-3556
Phone: 352-854-5907
E-Mail: foxrhsd@embarqmail.com
Home EPC: Marion County-Fla (EPC of)
Responsible for: Florida

Peggy K. Gardner, Esq, CPA
Kraemer, Kendall & Benson, LLC
430 N. Tejon #300
Colorado Springs, CO 80903
Phone: 719-471-3068
E-Mail: pgardner@k2blaw.com
Home EPC: Colorado Springs (EPC of)
Responsible for: Colorado & New Mexico

Richard D. Green, Atty
Law Office of Richard Green
1010 Drew Street
Clearwater, FL 33755
Phone: 727-441-8813
E-Mail: richglaw@aol.com; hrobinson@greenlawoffices.net
Home EPC: Pinellas County (Fla.) EPC
Responsible for: Florida

Gerald F. Hall, MSFS, CLU, ChFC, AEP
Lifetime Financial Group, LLC
25 W. Old Westport Road, PO Box 70007
North Dartmouth, MA 02747
Phone: 508-999-1328
E-Mail: geraldhall@eaglestrategies.com
Home EPC: Bristol County Estate Planning Council
Responsible for: Massachussets, Maine, Vermont, New Hampshire & Rhode Island

Lawrence M. Lehmann, JD
Lehmann Norman & Marcus LC
400 Poydras St., Ste. 2050
New Orleans, LA 70130
Phone: 504-525-0815
E-Mail: larry@lmnlaw.com
Home EPC: New Orleans EPC
Responsible for: Arkansas & Louisiana

Clark B. McCleary, CLU, ChFC, MSFS, AEP
McCleary & Associates
11999 Katy Fwy., Ste. 570
Houston, TX 77079
Phone: 281-496-3790
E-Mail: clarkmccleary@sbcglobal.net
Home EPC: Houston Estate & Financial Forum
Responsible for: Texas

A. Stephen McDaniel, JD, AEP, EPLS
Williams, McDaniel, Wolfe & Womack, P.C.
5521 Murray Ave.
Memphis, TN 38119
Phone: 901-767-8200
E-Mail: smcdaniel@wmww.com
Home EPC: Memphis (EPC of) (TN)
Responsible for: Tennessee

John J. Meyer, CLU, ChFC, AEP
Raymond James Financial Services, Inc.
One Galleria Blvd., Suite 735
Metairie, LA 70001
Phone: 504-837-1733
E-Mail: jmeyer112@sbcglobal.net
Home EPC: New Orleans EPC
Responsible for: Arkansas & Louisiana

Leonard H. Neiman, AEP, CLU, ChFC
Neiman Associates
315 E. 86th St., Ste. 12V-East
New York, NY 10028
Phone: 212-996-1111
E-Mail: lneiman265@aol.com
Home EPC: New York City (EPC of)
Responsible for: New York, New Jersey

Terrance Nemec, CPA
KMWF & Associates, PC
603 E. 10th St.
Dell Rapids, SD 57022
Phone: 605-310-3262
E-Mail: terry.nemec@gmail.com
Home EPC: Sioux Falls EPC
Responsible for: South Dakota, Wyoming

Kevin M. Neyrey, CPA/PFS, CVA, AEP
Ericksen, Krentel & LaPorte, LLC
4227 Canal St.
New Orleans, LA 70119-5942
Phone: 504-486-7275
E-Mail: kneyrey@ericksenkrentel.com
Home EPC: New Orleans EPC
Responsible for: Arkansas & Louisiana

Michael Rush Noland, CLU, ChFC, AEP
Integrated Financial
15 West Sixth Street, Ste. 2500
Tulsa, OK 74119-5419
Phone: 918-592-5885
E-Mail: michael@nolandcompanies.com
Home EPC: Tulsa EP Forum
Responsible for: Oklahoma, Kansas, Missouri

Amy O'Bannon
Regions Morgan Keegan Trust
1100 Ridgeway Loop, Ste. 100
Memphis, TN 38120
Phone: 901-821-8664
E-Mail: amy.o'bannon@regions.com
Home EPC: Memphis (EPC of) (TN)
Responsible for: Tennessee

James M. O'Neil, Jr., Esq.
Cambridge Appleton Trust
45 Milk Street
Boston, MA 02109
Phone: 617-441-4296
E-Mail: joneil@cambridgesavings.com
Home EPC: Boston EPC
Responsible for: Massachussets, Maine, Vermont, New Hampshire & Rhode Island

M. Powell Peters, Esq., AEP
Wolcott Rivers Gates
One Columbus Center, Ste. 100
Virginia Beach, VA 23462-6765
Phone: 757-554-0241
E-Mail: peters@wolriv.com
Home EPC: Hampton Roads EPC
Responsible for: Virginia & North Carolina

Hamilton P. Poynor, CLU, ChFC, AEP
Poynor & Associates, Inc.
2900 Cahaba Rd., Ste. 5
Birmingham, AL 35223
Phone: 205-879-2557
E-Mail: poynorinc@bellsouth.net
Home EPC: Birmingham EPC
Responsible for: Alabama, Mississippi, NW Florida

Jack Rittenhouse, CLU, ChFC, AEP
New York Life Insurance Company
4870 Hoen Ave.
Santa Rosa, CA 95405
Phone: 707-539-5535
E-Mail: jinsuritt@aol.com
Home EPC: Redwood Empire (Ca.) EPC
Responsible for: California & Hawaii

Robin C. Russell, CTFA
US Bank, N.A.
1420 Fifth Avenue, #2100
Seattle, WA 98101
Phone: 206-344-3686
E-Mail: robin.russell@usbank.com
Home EPC: Seattle (EPC of)
Responsible for: Washington

Donna F. Tait, CFP® , CTFA
The Havervford Trust Company
The Havervford Trust Company, Ste. 450
Radnor, PA 19087
Phone: 610-995-8743
E-Mail: dtait@haverfordtrust.com
Home EPC: Delaware County EPC (PA)
Responsible for: Pennsylvania

Richard E. Wait, CPA/CVA, AEP
R.S. Wait, Chtd.
6566 S. McCarran Blvd., Ste. A
Reno, NV 89509
Phone: 775-825-7337
E-Mail: rich@rswait.com
Home EPC: EPC of Northern Nevada
Responsible for: Nevada, Utah & Arizona

Claire S. Weaver, CPA, CSEP
SF & Company
96 S. George Street, Suite 350
York, PA 17401
Phone: 717-843-0040
E-Mail: cweaver@sfc-cpa.com
Home EPC: York County EPC
Responsible for: Pennsylvania

T. Phillip Webb, CLU, ChFC, AEP
Webb Financial Group, Inc.
2200 US Hwy. 98, #4-381
Daphne, AL 36526-4364
Phone: 251-928-7175
E-Mail: xlphil@bellsouth.net
Home EPC: Mobile (EPC of )
Responsible for: Alabama, Mississippi, NW Florida

Jill White, CPA
State Bank & Trust
3100 13th Ave., SW
Fargo, ND 58103
Phone: 701-298-7069
E-Mail: jwhite@statebank.com
Home EPC: Red River Valley EPC
Responsible for: North Dakota, Montana, Minnesota

Lawrence Wiener, CLU, ChFC, AEP
Pension Investors Corp.
3939 Hollywood Blvd., Ste. 1A
Hollywood, FL 33021-6749
Phone: 954-986-8688
E-Mail: lwclu@pensioninvestors.com
Home EPC: Greater Miami (EPC of)
Responsible for: Florida

Miranda M. Willis, CFP®
U.S. Bank
P.O. Box 3168
Portland, OR 97208
Phone: 503-275-5610
E-Mail: miranda.willis@usbank.com
Home EPC: Portland (EPC of)
Responsible for: Alaska & Oregon

Note: If you do not see your state listed, please contact the NAEPC Office at 866-226-2224 or admin@naepc.org.