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

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

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

SECRETARY
 

IMMEDIATE PAST PRESIDENT
John T. Midgett, JD, AEP®
Midgett Preti Olansen
Virginia Beach, VA
Affiliated with Hampton Roads Estate Planning Council
Representing the Attorney Discipline