Leadership

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Damaris L. Perez, CPA Crowe LLP 916-441-1000 Send Message to Member
	Immediate Past President Tammi L. Griswold, CTFA U.S. Bank 916.498.3420 Send Message to Member
	Vice President Matt Page, CFP®, CRPS, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Secretary Liza C. Bunker Hanson Bridgett LLP 415-995-5151 Send Message to Member
	Treasurer John W. Toney, MBA, ASA Wallace Valuation Advisors, Inc. 916-648-9838 Send Message to Member
	Community Service Chair Heather Gross U.S. Bank Private Wealth Management 916.498.3917 Send Message to Member
	Education Chair Aaron Johnson, Attorney Meissner Joseph Palley & Ruggles, Inc. 916-920-5983 Send Message to Member
	Membership Chair Hannah Shakin, Attorney Downey Brand 916-520-5472 Send Message to Member
	Programs Committee Danielle Diebert Weintraub Tobin Chediak Coleman Grodin Law Corporation (916) 558-6077 Send Message to Member
	Programs Committee Jenni L. Harmon Wagner Kirkman Blaine Klomparens & Youmans LLP (916) 920-5286 Send Message to Member
	Social Committee Joseph B Nix, IV, CFP® Nix Wealth Management (916) 922-0629 ext 3 Send Message to Member
	Social Committee Julie Van Dooren, CSPG Sutter Health Send Message to Member
	Social Committee Kerry Wood, CFRE, CFRE Sacramento Region Community Foundation 9165494136 Send Message to Member
	Taxation & Legislation Chair Alexis G. Ortega The Burton Law Firm 916-822-8700 Send Message to Member
	Estate Planning Forum Committee Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Estate Planning Forum Committee Kathryn Nelson Nelson Estate Law, PC Send Message to Member
	Estate Planning Forum Committee Lynn Swenson, CTFA Wells Fargo Private Bank 916-440-4242 Send Message to Member
	Estate Planning Forum Committee Kate Willcox Boutin Jones, Inc. 916-231-4091 Send Message to Member
	Technology Chair Deryk Walcott, Professional Fiduciary Walcott & Hartin LLC 916-235-3777 Send Message to Member
	Chapter Executive Raquel Altavilla Sacramento Estate Planning Council Send Message to Member

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Leadership

President

Immediate Past President

Vice President

Secretary

Treasurer

Community Service Chair

Education Chair

Membership Chair

Programs Committee

Programs Committee

Social Committee

Social Committee

Social Committee

Taxation & Legislation Chair

Estate Planning Forum Committee

Estate Planning Forum Committee

Estate Planning Forum Committee

Estate Planning Forum Committee

Technology Chair

Chapter Executive

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National Association of Estate Planners & Councils