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Representing the Attorney Discipline
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Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Sheehan Phinney Bass & Green PA
Manchester, NH
Affiliated with New Hampshire Estate Planning Council
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James M. O'Neil, Jr., Esq., AEP®
Appleton Partners, Inc.
Boston, MA
Affiliated with Boston Estate Planning Council |
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Eido M. Walny, Atty, AEP®, EPLS
Walny Legal Group LLC
Milwaukee, WI
Affiliated with Milwaukee Estate Planning Forum, Inc. |
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Representing the Accounting Discipline
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David D. Green, CPA/PFS, CFP®, AEP®, JD, LL.M.
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council |
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Rachel L. Votto, CPA, AEP®
BDG - CPAs
Ridgewood, NJ
Affiliated with Estate Planning Council of Bergen County, Inc. |
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Representing the Insurance & Financial Planning Professional Discipline
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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
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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 |
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Rick MacBarron, JD, CFP®, ChFC®, CLU®, AEP®
Sagemark Consulting
Irvine, CA
Affiliated with Orange County Estate Planning Council |
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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
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Representing the Philanthropic Professional Discipline
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Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
University of Florida Foundation
Gainesville, FL
Affiliated with North Central Estate Planning Council |
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Thomas M. Griffith, ChFC®, CAP®, AEP®
Central New York Community Foundation
Syracuse, NY
Affiliated with Estate Planning Council of Central New York |
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Ginger F. Mlakar, JD, CPA, AEP®
The Cleveland Foundation
Cleveland, OH
Affiliated with Estate Planning Council of Cleveland |
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Representing the Trust Professional Discipline
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Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council
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Sahar Pouyanrad, CTFA, CEP®, ChSNC, AEP®
JP Morgan Chase
Los Angeles, CA
Affiliated with San Fernando Valley Estate Planning Council |
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Susan J. Travis, CFP®, CTFA, AEP®
Mercer Advisors/Kanaly Trust
Houston, TX
Affiliated with Houston Estate & Financial Forum & Houston Business & Estate Planning Council |
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Directors Emeritus
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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 |
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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 |
