National Association of Estate Planners and Councils

2025 Officers
Term of Service: January 1, 2025 - December 31, 2025


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PRESIDENT
Lawrence J. Macklin, Esq., CPA, AEP®
Bank of America Private Bank
Baltimore, MD
Affiliated with Baltimore Estate Planning Council
Representing the Trust Professional Discipline

 

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

 

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

 

SECRETARY
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

IMMEDIATE PAST PRESIDENT
Mary Katherine "Kit" Mac Nee, CFP®, CRPC, QPFC®
Morgan Stanley
Beverly Hills, CA
Representing the Insurance & Financial Planning Discipline