National Association of Estate Planners and Councils

2024 Directors: 

Term of Service: January 1, 2024 - December 31, 2024

Representing the Attorney Discipline

Monique Lavender Greenberg, JD, LL.M. (estate planning), AEP®, Board Certified in Wills, Trusts & Estates
Lavender Greenberg PLLC
Coral Gables, FL
Affiliated with Coral Gables / South Dade Estate Planning Council

April D. Wise, JD, AEP®
Balch & Bingham, LLP
Montgomery, AL
Affiliated with Wiregrass Estate Planning Council

Representing the Accounting Discipline

Karly A. Laughlin, CPA, AEP®
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


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

Forum Financial Management, LP
Thousand Oaks, CA
Affiliated with Conejo Valley 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


Remy Carpenter, JD, LL.M. (taxation), AEP®
Northern Trust
Phoenix, AX
Affiliated with Central Arizona Estate Planning Council

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

Director Emeritus

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