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2008 NAEPC Officers
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PRESIDENT
Walter Lee Davis Jr.,
Attorney, CPA, AEP, EPLS
Walter Lee Davis Jr. PC,
Johnson City, Tennessee
Affiliated with
Tri-Cities Estate Planning Council |
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PRESIDENT-ELECT
Kathleen J. Belmonte,
CTFA, AEP
Sabal Trust Company
Tampa, Florida
Affiliated with Tampa Bay
Estate Planning Council |
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VICE PRESIDENT
Michael
Halloran, CLU, ChFC,
AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
Northwestern Mutual
Financial Network
Jacksonville, Florida
Affiliated with
Estate Planning Council of Northeast Florida |
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TREASURER
Joseph V. Falanga,
CPA, AEP
Schonbraun McCann Group
New York, New
York
Affiliated with
Estate
Planning Council of New York City |
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SECRETARY
Clark B. McCleary,
CLU, ChFC, MSFS, AEP
McCleary & Associates
Houston, Texas
Affiliated with
Houston Estate and Financial Forum |
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IMMEDIATE
PAST PRESIDENT
Gary L.
Flotron, MBA, CLU, ChFC, AEP
G.L. Flotron & Associates
St. Louis, Missouri
Affiliated with
Estate
Planning Council of St. Louis |
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