Leadership - Sacramento Estate Planning Council

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Tammi L. Griswold, CTFA U.S. Bank 916.498.3420 Send Message to Member
	Immediate Past President Mark Huffman, CFP® CAPTRUST (916) 924-7527 Send Message to Member
	Vice President Damaris L. Perez, CPA Crowe LLP 916-441-1000 Send Message to Member
	Secretary Matt Page, CFP®, CRPS, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Treasurer Liza C. Bunker Hanson Bridgett LLP 415-995-5151 Send Message to Member
	Annual Meeting Committee Jenni L. Harmon Wagner Kirkman Blaine Klomparens & Youmans LLP (916) 920-5286 Send Message to Member
	Community Service Chair Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, APMA®, CFS® WGG Wealth Partners 916-677-1640 Send Message to Member
	Education Chair Danielle Diebert Weintraub Tobin Chediak Coleman Grodin Law Corporation (916) 558-6077 Send Message to Member
	Membership Chair Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Programs Committee Heather Gross U.S. Bank Private Wealth Management 916.498.3917 Send Message to Member
	Programs Committee Hannah Shakin, Attorney Downey Brand 916-520-5472 Send Message to Member
	Social Chair Forrest A. Vickery, ASA Sanli Pastore & Hill, Inc. 916-614-0530 Send Message to Member
	Taxation & Legislation Chair Aaron Johnson, Attorney Meissner Joseph Palley & Ruggles, Inc. 916-920-5983 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 Bohamera, Walcott & Hartin 916-235-3777 Send Message to Member
	Emeritus Director John W. Toney, MBA, ASA Wallace Valuation Advisors, Inc. 916-648-9838 Send Message to Member

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