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2009 NAEPC Directors
-Attorneys-
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M. Powell Peters, Esq., AEP
Wolcott Rivers Gates
Virginia Beach, VA
Affiliated with
Hampton
Roads Estate Planning Council |
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Harold Schwartz, Jr.,
LL.B., LL.M., CLU, ChFC, RHU, REBC, FLMI, CEBS, AEP
Harold A. Schwartz, Jr., Attorney at Law
Chattanooga, Tennesee
Affiliated with
Estate
Planning Council of Chattanooga |
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John
J. Scroggin, JD, LL.M, AEP
Scroggin &
Company, P.C.
Roswell, Georgia
Affiliated with
Estate
Planning Council of North Georgia |
-Certified Public Accountants-
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Robert P. Goodman, CPA, AEP
U.S. Trust
Bank of America Private Wealth Management
Phoenix, Arizona
Affiliated with
Central Arizona Estate Planning Council |
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Gregory E. Sellers,
CPA, AEP
Wilson Price
Montgomery, Alabama
Affiliated with
Montgomery Estate Planning Council |
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Claire S. Weaver, CPA,
CSEP, AEP
SF & Company
York, Pennsylvania
Affiliated with
York
County Estate Planning Council |
-Chartered Life Underwriters-
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Thomas M. Borchert, CLU,
ChFC, LUTCF, AEP, CLTC
Professional Insurance & Financial Alternatives
Sioux City, Iowa
Affiliated with
Souixland
Estate Planning Council |
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Pettus C. Gibbons,
MEd,
CLU, ChFC, LUTCF, AEP
New York Life Insurance Company
Addison, Texas
Affiliated with
Dallas Estate
Planning Council |
-Trust Officers-
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Joanna Averett,
MBA, CFP®, AIF®, AEP
First American Trust
San Bernardino, California
Affiliated with
Estate Planning Council
of Pomona Valley,
Riverside
Estate Planning Council and
Estate Planning
Council of San Bernardino County |
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Cindy D. Causby, CTFA
SunTrust Bank
Asheville, NC
Affiliated with
Land of
the Sky Estate Planning Council |
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Geoffrey M.
Rogers,
TO, AEP
The Glenmede Trust Co., N.A.
Wilmington, Delaware
Affiliated with
Estate
Planning Council of Delaware |
-Financial Planners-
Accredited Estate Planners (AEP)
Chartered Financial Consultants (ChFC)
Certified Financial Planners (CFP®)
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Robert E. Burton, CLU, ChFC, AEP, LL.B.
Provada Insurance Services, Inc.
San Francisco, CA
Affiliated with San
Francisco Estate Planning Council |
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John P. Garniewski,
Jr., CPA/PFS, CFP®, AEP
Wilmington Family Office
Wilmington, Delaware
Affiliated with
Estate
Planning Council of Delaware |
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Nancy H. Weingard, CFP®, AEP
Raymond James Financial Services
Boca Raton, FL
Affiliated with Greater Boca
Raton Estate Planning Council |
-Directors Emeritus-
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Hartman Axley, CLU, ChFC, JD, CFP®, MSFS, RHU, AEP
Denver, Colorado
Affiliated with
Denver Estate Planning Council |
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Leonard H.
Neiman, AEP,
CLU, ChFC
Neiman Associates
New York, New York
Affiliated with
Estate
Planning Council of New York City |
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Jack Rittenhouse, CLU,
ChFC, AEP
New York Life Insurance Company
Santa Rosa, California
Affiliated with
Redwood Empire Estate Planning Council |
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