National Association of Estate Planners and Councils

Past Presidents

2023
John T. Midgett, JD, AEP® 
Virginia Beach, VA 

2022
Julie A. Buschman, CPA, AEP®, CAP®
Dallas, TX

2021
William D. Kirchick, Esq., AEP®
Boston, MA

2020
John P. "Jack" Garniewski, Jr., CPA/PFS, CFP®, AEP®
Wilmington, DE

2019
S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, CPWA®
Syracuse, NY

2018
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Philadelphia, PA

2017
Paul S. Viren, CLU®, ChFC®, AEP®
Spokane, WA

2016
Lawrence M. Lehmann, JD, CAP®, AEP®
New Orleans, LA

2015
Jordon N. Rosen, CPA, AEP®
Wilmington, DE

2014
Gregory E. Sellers, CPA, AEP®
Montgomery, AL

2013
Joanna F. Averett, MBA, AIF®, AEP®
San Bernardino, CA

2012
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP®
Houston, TX

2011
Joseph V. Falanga, CPA, AEP®
New York, NY

2010
Michael Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM®
Jacksonville, FL

2009
Kathleen J. Belmonte, CTFA, AEP®
Tampa, FL

2008
Walter Lee Davis Jr., Attorney, CPA, AEP®, EPLS
Johnson City, TN

2007
Gary L. Flotron, MBA, CLU, ChFC, AEP®
St. Louis, MO

2006
Carol E. Tully, JD, CPA, AEP®
Boston, MA

2005
Dan H. Florence, JD, CTFA, AEP®
Dallas, TX

2004
A. Stephen McDaniel, JD, AEP®, EPLS
Memphis, TN

2003
Jack Rittenhouse, CLU, CHFC, AEP®
Santa Rosa, CA

2002
Gerald A. Youngs, CTFA, AEP®
Clearwater, FL

2001
Joanna Reiver, Attorney, EPLS
Wilmington, DE

2000
Robert M. Oliver III, CLU, AEP®
Coral Gables, FL

1998-1999
B. Michael Watkins, CPA
Philadelphia, PA

1997-1998
Thomas M. Forrest, Trust Officer
Wilmington,DE

1996-1997
John H. Burson, Esq., AEP®
Toledo, OH

1995-1996
Joseph H. Bachtiger, AEP®
Bryn Mawr, PA

1994-1995
Edward Cutler, CPA, AEP®
Tampa, FL

1993-1994
Gary R. Froid, CLU, AEP®
St. Petersburg, FL

1992-1993
Harold S. Small, Esq., AEP®
San Diego, CA

1991-1992
David E. Lajoie, CPA, AEP®
Dallas, TX

1990-1991
Charles C. Ives, CTFA, AEP®
Cambridge, MA

1989-1990
Fred R. Kissling, Jr., CLU, AEP®
Lexington, KY

1988-1989
Sharon A. Virga, CPA
Landover, MD

1987-1988
Carl E. Stallard
Orlando, FL

1986-1987
James R. Ledwith, Esq.
Philadelphia, PA

1985-1986
William J. Braun, CLU
Decatur, IL

1984-1985
Sammuel H. Tannebaum, CPA
Dallas, TX

1983-1984
Kenneth R. Brown, Trust Officer
Charlotte, NC

1982-1983
Robert E. Baldwin, Jr., Esq.
Syracuse, NY

1981-1982
Ewing Carruthers, Jr., CLU, AEP®
Memphis, TN

1980-1981
Sidney Schneck, Trust Officer
New York, NY

1979-1980
David L. MacGregor, Esq.
Milwaukee, WI

1978-1979
Herbert Chasman, CLU
Philadelphia, PA

1977-1978
Joseph Blacharski, CPA
San Bernadino, CA

1976-1977
Bruce Welch, Trust
Orlando, FL

1975-1976
L. Henry Gissel, Jr., Esq.
Houston, TX

1974-1975
Hartman Axley, CLU, AEP®
Denver, CO

1973-1974
Samuel M. von Kummer, CPA
Philadelphia, PA

1972-1973
Herbert E. Butler, Trust Officer
Lake Oswego, OR

1971-1972
Honorable Bryron J. Johnson
Boise, ID

1970-1971
D. Stuart Monroe, CLU
Winnetka, IL

1969-1970
Joseph D. Coughlin, CPA
Hackensack, NJ

1968-1969
Allonzo Horsey, Esq.
Norristown, PA

1967-1968
Frederick Rozelle, Trust Officer
Center Sandwich, NH

1966-1967
Joseph E. Tierney, Jr., CLU
Milwaukee, WI

1965-1966
John G. Khouri, CLU
Boston, MA

1962-1965
H. Phillip (Hi) Forrest, Esq.
Miami, FL