Leadership

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President L. Stuart List Boutin Jones Inc. 916-321-4444 Send Message to Member
	Immediate Past President John W. Toney, MBA, ASA Wallace Valuation Advisors, Inc. 916-648-9838 Send Message to Member
	Vice President Mark Gordon Huffman, CFP® Genovese Burford & Brothers Send Message to Member
	Secretary Tammi L. Griswold, CTFA Wells Fargo - The Private Bank 916-517-2212 Send Message to Member
	Treasurer Damaris L. Perez, CPA Crowe LLP 916-441-1000 Send Message to Member
	Annual Meeting Chair Forrest A. Vickery, ASA Sanli Pastore & Hill, Inc. 916-614-0530 Send Message to Member
	Annual Meeting Chair Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, APMA, CFS® WGG Wealth Partners 916-677-1640 Send Message to Member
	Community Service Chair Jeffrey S Galvin Downey Brand LLP 916-520-5242 Send Message to Member
	Education Chair Michael S. Oehler, J.D., LL.M. (tax) Wells Fargo Private Bank 916-788-4671 Send Message to Member
	Holiday Party Committee Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Holiday Party Committee Pam White, CPA Richardson & Company, LLP 916-564-8727 Send Message to Member
	Membership Chair Amanda E. Johnson, CFP® Ameriprise Financial Services, Inc. 916-641-7400 Send Message to Member
	Programs Committee Liza C. Bunker Hanson Bridgett LLP 415-995-5151 Send Message to Member
	Programs Committee Kathryn Nelson Strategic Wealth Legal Advisors, PC (916) 325-0130 Send Message to Member
	Programs Committee Hannah Shakin, Attorney Trainor Fairbrook 916-929-7000 Send Message to Member
	Programs Committee Kate Willcox Boutin Jones, Inc. 916-231-4091 Send Message to Member
	Taxation & Legislation Chair Lynn Swenson, CTFA Wells Fargo Private Bank 916-440-4242 Send Message to Member
	Estate Planning Forum Committee Kelly E. Dankbar Weintraub Tobin Chediak Coleman Grodin 916-558-6061 Send Message to Member
	Estate Planning Forum Committee Matt Page, CFP®, CRPS, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Estate Planning Forum Committee Mark E. Schaal, M.B.A., CSPG, CAP® UC Davis Send Message to Member
	Technology Chair Donovan Trone Moss Adams LLP 916-503-8168 Send Message to Member