National Association of Estate Planners and Councils

2023 Directors

Term of Service:
January 1, 2023 - December 31, 2023

Representing the Attorney Discipline

Michael P. Panebianco, JD, LL.M. (taxation), AEP®
McDonald & Kanyuk, PLLC
Concord, 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

Karly A. Laughlin, CPA
Belfint, Lyons & Shuman, P.A.
Wilmington, DE
Affiliated with Delaware Estate Planning Council
Rachel L. Votto, CPA, AEP®
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®
CeriFi | Money Education
Alpharetta, GA
Affiliated with Estate Planning Council of Middle Tennessee

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®
Planned Giving Interactive, LLC
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