National Association of Estate Planners and Councils

NAEPC Council Relations Committee Roster

The Council Relations Committee has two charges - helping affiliated local estate planning councils take advantage of the benefits, programs and services offered to them by virtue of their membership and helping to affiliate those councils that are not currently members of the association.

Each affiliated local council is assigned a representative from the Council Relations Committee who serves as a liaison between the council and national board, this person is known as your territory representative. Use the drop down menu at the bottom of this page to find your council name, click, and the name of your territory representative will appear.  One more click and you'll be directed to contact details for your representative.

We are grateful to the committee for their time and expertise:

Committee Chair: Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Committee Vice-Chair:  April D. Wise, JD, AEP®

Lawrence K. Bogar, AEP®, AWMA®, ChFC®, AAMS®, LUTCF
Leigh J. Cason, CTFA, MA (Law: Wealth Management & Financial Planning), AEP®
Richard G. Chalifoux, JD, AEP®
John W. Clidas, CPA/PFS, MST, AEP®, CFP®, ChFC®, CEPA, RICP
Jerry D. Coats, CLU®, ChFC®, AEP®, CAP®
Keith Dershem, CFP®, AEP®
Joshua Didion, JD
Thomas M. Griffith, ChFC®, CAP®, AEP®
Darcy Kathleen Houghton, Esq., AEP®
Theresa L. Hughes, MBA, CTFA, AEP®
Harvey A. Hutchinson III, JD, LL.M. (taxation), CFP®, AEP®
William D. Kirchick, Esq., AEP®
Karly A. Laughlin, CPA, AEP®
Lawrence M. Lehmann, JD, CAP®, AEP®
Mary Katherine Mac Nee, CFP®, CRPC®, CSPG, AEP®, QPFC
Lawrence J. Macklin, Esq., CPA, AEP®
Domenick V. Macri, Sr., MST, AEP®
Michael E. Mader, CFP®, CIMA®, AEP®
Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®
Lisa Maria Micka, CFP®, CPWA®, AEP®
Lynn Watson Neumann, JD, AEP®
Amy E. O'Bannon, CTFA, AEP®
Nimisha Patel, CPA, CAA, MSAT (Master in Accounting & Taxation), AEP®
Amy Carr Permenter, CPA, CFP®, AEP®, PFS
Sahar Pouyanrad, EMBA, AEP®, CTFA, CEP®, ChSNC®
Denis Rischard, Esq.
Charles B. Sachs, CFA, CFP®
Stephen F. Starzec, CWS®, CPA , CTFA
Yolanda Lilly Tam, CLTC®, LUTCF®, CSA
Brent A. Thomas
Susan J. Travis, CFP®, CTFA, AEP®
Thomas V. VanRobays, JD
Paul Viren, CLU®, ChFC®, AEP®
Rachel L. Votto, CPA, AEP®
Shane Edward Westhoelter, AEP®, CLU®, LUTCF, LACP
Andrew Wettle, CPA, CTFA
Nancy Williamson, JD
Russell Campbell Wood, CTFA, AEP®
Kim B. Young, JD, CFP®, AEP®
Tim Zeigler, CSA

Council Relations Committee Member Assignment

Need to find your council rep, or one in your area? Use the dropdown below to select your local council and view your current relations committee representative.