Leadership - Sacramento Estate Planning Council

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Liza C. Bunker Hanson Bridgett LLP 415-995-5151 Send Message to Member
	Immediate Past President Matt Page, CFP®, CRPS®, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Vice President Lynn Swenson, CTFA Wells Fargo Private Bank 916-440-4242 Send Message to Member
	Secretary Kate Willcox Boutin Jones, Inc. 916-231-4091 Send Message to Member
	Treasurer Kathryn Nelson Nelson Estate Law, PC Send Message to Member
	Education Chair Stefanie Thibedeau, CTFA Bank of Montreal, NA Send Message to Member
	Membership Chair Alexis G. Ortega Downey Brand 9165205242 Send Message to Member
	Programs Committee Joseph B Nix, IV, CFP® Nix Wealth Management (916) 922-0629 ext 3 Send Message to Member
	Programs Committee Hannah Shakin, Attorney Downey Brand 916-520-5472 Send Message to Member
	Social Committee Rebecca Stewart, CFP®, ChFC®, CRPC® Morgan Stanley 916-797-7794 Send Message to Member
	Social Committee Deryk Walcott, Professional Fiduciary Walcott & Hartin LLC 916-235-3777 Send Message to Member
	Taxation & Legislation Chair Tiffany Terrell Exchange Bank, Trustee 9167820138 Send Message to Member
	Estate Planning Forum Committee Danielle Diebert Buchalter, A Professional Corporation (916) 945-5171 Send Message to Member
	Estate Planning Forum Committee Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Estate Planning Forum Committee Heather Gross U.S. Bank Private Wealth Management 916.498.3917 Send Message to Member
	Estate Planning Forum Committee Aaron Johnson, Attorney Meissner Joseph Palley & Ruggles, Inc. 916-920-5983 Send Message to Member
	Chapter Executive Raquel Altavilla Sacramento Estate Planning Council Send Message to Member

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