National Association of Estate Planners and Councils

2022 Directors

Term of Service:
January 1, 2022 - December 31, 2022

Representing the Attorney Discipline

Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Sheehan Phinney Bass & Green PA
Manchester, NH
Affiliated with New Hampshire Estate Planning Council

James M. O'Neil, Jr., Esq., AEP®
Appleton Partners, Inc.
Boston, MA
Affiliated with Boston Estate Planning Council
Eido M. Walny, Atty, AEP®, EPLS
Walny Legal Group LLC
Milwaukee, WI
Affiliated with Milwaukee Estate Planning Forum, Inc.


Representing the Accounting Discipline

David D. Green, CPA/PFS, CFP®, AEP®, JD, LL.M.
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council
Rachel L. Votto, CPA, AEP®
BDG - CPAs
Ridgewood, NJ
Affiliated with Estate Planning Council of Bergen County, Inc.


Representing the Insurance & Financial Planning Professional Discipline

Lawrence K. Bogar, AEP®, AWMA, ChFC®, AAMS, LUTCF
Bogar LK Financial, LLC
Montclair, NJ
Affiliated with Bergen County, New York City, and Northern New Jersey Estate Planning Councils



 
Harvey A. Hutchinson III, MBA, M.Acc., JD, LL.M. (taxation), CFP®, AEP®
Arvest Bank
Fort Smith, AR
Affiliated with Financial and Estate Planning Council of Huntsville & Birmingham Estate Planning Council
Rick MacBarron, JD, CFP®, ChFC®, CLU®, AEP®
Sagemark Consulting
Irvine, CA
Affiliated with Orange County Estate Planning Council

Bronwyn L. Martin, MBA, ChFC®, CLU®, CRPC®, CMFC®, AEP®, CLTC, LACP
Martin's Financial Consulting Group
Kennett Square, PA
Affiliated with Chester County Estate Planning Council

 

Representing the Philanthropic Professional Discipline


 
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
University of Florida Foundation
Gainesville, FL
Affiliated with North Central Estate Planning Council

 
Thomas M. Griffith, ChFC®, CAP®, AEP®
Central New York Community Foundation
Syracuse, NY
Affiliated with Estate Planning Council of Central New York
 
Ginger F. Mlakar, JD, CPA, AEP®
The Cleveland Foundation
Cleveland, OH
Affiliated with Estate Planning Council of Cleveland

Representing the Trust Professional Discipline

Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council



 

Sahar Pouyanrad, CTFA, CEP®, ChSNC, AEP®
JP Morgan Chase
Los Angeles, CA
Affiliated with San Fernando Valley Estate Planning Council
Susan J. Travis, CFP®, CTFA, AEP®
Mercer Advisors/Kanaly Trust
Houston, TX
Affiliated with Houston Estate & Financial Forum & Houston Business & Estate Planning Council

Directors Emeritus

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

Learn more about Hart Axley and his service to NAEPC
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Ft. Lee, NJ
Affiliated with Estate Planning Council of Bergen County