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Representing the Attorney Discipline
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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
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April D. Wise, JD, AEP®
Balch & Bingham, LLP
Montgomery, AL
Affiliated with Wiregrass Estate Planning Council
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Representing the Accounting Discipline
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Karly A. Laughlin, CPA, AEP®
Belfint, Lyons & Shuman, P.A.
Wilmington, DE
Affiliated with Delaware 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®
CeriFi | Money Education
Alpharetta, GA
Affiliated with Estate Planning Council of Middle Tennessee
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Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Forum Financial Management, LP
Thousand Oaks, CA
Affiliated with Conejo Valley 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®
Planned Giving Interactive, LLC
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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Remy Carpenter, JD, LL.M. (taxation), AEP®
Northern Trust
Phoenix, AX
Affiliated with Central Arizona Estate Planning Council
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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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