Leadership - Sacramento Estate Planning Council

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Matt Page, CFP®, CRPS, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Immediate Past President Damaris L. Perez, CPA 916-217-5160 Send Message to Member
	Vice President Liza C. Bunker Hanson Bridgett LLP 415-995-5151 Send Message to Member
	Secretary Lynn Swenson, CTFA Wells Fargo Private Bank 916-440-4242 Send Message to Member
	Treasurer Kate Willcox Boutin Jones, Inc. 916-231-4091 Send Message to Member
	Community Service Chair Hannah Shakin, Attorney Downey Brand 916-520-5472 Send Message to Member
	Education Chair Aaron Johnson, Attorney Meissner Joseph Palley & Ruggles, Inc. 916-920-5983 Send Message to Member
	Programs Committee Danielle Diebert Buchalter, A Professional Corporation (916) 945-5171 Send Message to Member
	Social Committee Tammi L. Griswold, CTFA U.S. Bank 916.498.3420 Send Message to Member
	Social Committee Jenni L. Harmon Wagner Kirkman Blaine Klomparens & Youmans LLP (916) 920-5286 Send Message to Member
	Estate Planning Forum Committee Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Technology Chair Joseph B Nix, IV, CFP® Nix Wealth Management (916) 922-0629 ext 3 Send Message to Member
	Technology Chair Deryk Walcott, Professional Fiduciary Walcott & Hartin LLC 916-235-3777 Send Message to Member
	Board of Directors Kathryn Nelson Nelson Estate Law, PC Send Message to Member
	Board of Directors Alexis G. Ortega The Burton Law Firm 916-822-8700 Send Message to Member
	Board of Directors Rebecca Stewart, CFP®, ChFC®, CRPC® Morgan Stanley 916-797-7794 Send Message to Member
	Board of Directors Julie Van Dooren, CSPG Sutter Health Send Message to Member
	Chapter Executive Raquel Altavilla Sacramento Estate Planning Council Send Message to Member
	Membership Committee Heather Gross U.S. Bank Private Wealth Management 916.498.3917 Send Message to Member

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