PRESIDENT
David Green, CPA/PFS, CFP®, AEP®
David Green CPA PLLC
Spokane, WA
Affiliated with Spokane Estate Planning Council
Representing the Accounting Discipline

PRESIDENT-ELECT
Rachel L. Votto, CPA, AEP®
BDG - CPAs
Ridgewood, NJ
Affiliated with Estate Planning Council of Bergen County, Inc.
Representing the Accounting Discipline

TREASURER
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 Insurance & Financial Planning Discipline
 

SECRETARY
Sahar Pouyanrad, CTFA, CEP®, ChSNC, AEP®
JP Morgan Chase
Los Angeles, CA
Affiliated with Woodland Hills Tax & Estate Planning Council
Representing the Trust Professional Discipline