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2012 NAEPC Directors
-Attorneys-
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Christopher Brown, JD
Miller Johnson
Grand Rapids, MI
Affiliated with Western Michigan Estate Planning Council
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William D. Kirchick, Atty, AEP®
Bingham McCutchen LLP
Boston, Massachusettes
Affiliated with Boston Estate Planning Council |
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Lawrence M. Lehmann, JD
Lehmann Norman & Marcus LC
New Orleans, LA
Affiliated with New Orleans EPC |
-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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Jordon N. Rosen, CPA, MS (taxation), AEP®
Belfint, Lyons & Shuman, PA
Wilmington, Delaware
Affiliated with Chester County Estate Planning Council |
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Walter Tchirkine, CPA
RINA Accountancy Corp.
Oakland, CA
Affiliated with: NAEPC At-Large Member |
-Chartered Life Underwriters-
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Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
New York Life Insurance Company
Dallas, TX
Affiliated with: North Texas Estate Planning Council |
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Paul J. Pantano, CLU®, ChFC®, AEP® , CASL, MSFS
The Luttner Financial Group, Ltd.
Pittsburgh, Pennslyvania
Affiliated with Estate Planning Council of Pittsburgh |
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John K. O'Meara, JD, CLU, ChFC, CFP®, AEP®
Northwestern Mutual Life
Milwaukee, Wisconsin
Affiliated with Milwaukee Estate Planning Forum, Inc. |
-Trust Officers-
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M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company
Plymouth Meeting Pennsylvania
Affiliated with Montgomery County Estate Planning Council of PA, Philadelphia Estate Planning Council, and Bucks County Estate Planning Council |
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Charles V. Douglas, , JD, CFP®, AEP®
Wachovia Wealth Management
Atlanta, Georgia
Affiliated with Atlanta Estate Planning Council |
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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 |
-Financial Planners-
Accredited Estate Planners (AEP®)
Chartered Financial Consultants (ChFC)
Certified Financial Planners (CFP®)
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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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Christopher P. Jakyma, Esq., CTFA, AEP®
FirstMerit Wealth Management Services
Cleveland, Ohio.
Affiliated with Estate Planning Council of Cleveland |
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Paul S. Viren, CLU®, ChFC®, AEP®
Viren & Associates, Inc.
Spokane,WA
Affiliated with Spokane EPC |
-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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