Leadership

	SACRAMENTO ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Mark Huffman, CFP® Genovese Burford & Brothers (916) 924-7527 Send Message to Member
	Immediate Past President L. Stuart List Boutin Jones Inc. 916-321-4444 Send Message to Member
	Vice President Tammi L. Griswold, CTFA Wells Fargo - The Private Bank 916-517-2212 Send Message to Member
	Secretary Damaris L. Perez, CPA Crowe LLP 916-441-1000 Send Message to Member
	Treasurer Matt Page, CFP®, CRPS, CAP® Lucas Group Financial Planners 916-921-9220 Send Message to Member
	Annual Meeting Committee Aydee Ferguson UC Davis 530-752-3362 Send Message to Member
	Community Service Chair Jeffrey S Galvin Downey Brand LLP 916-520-5242 Send Message to Member
	Education Chair Jenni L. Harmon Wagner Kirkman Blaine Klomparens & Youmans LLP (916) 920-5286 Send Message to Member
	Holiday Party Committee Jenny Hood, CFP® Genovese Burford & Brothers (916) 924-7527 Send Message to Member
	Holiday Party Committee Kathryn Nelson Nelson Estate Law, PC Send Message to Member
	Membership Chair Stephen Westlake, CFP®, CLU®, ChFC®, CRPC®, APMA, CFS® WGG Wealth Partners 916-677-1640 Send Message to Member
	Programs Committee Amanda E. Johnson, CFP® Ameriprise Financial Services, Inc. 916-641-7400 Send Message to Member
	Programs Committee Lynn Swenson, CTFA Wells Fargo Private Bank 916-440-4242 Send Message to Member
	Taxation & Legislation Chair Hannah Shakin, Attorney Trainor Fairbrook 916-929-7000 Send Message to Member
	Estate Planning Forum Committee Liza C. Bunker Hanson Bridgett LLP 415-995-5151 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 Kate Willcox Boutin Jones, Inc. 916-231-4091 Send Message to Member
	Technology Chair Forrest A. Vickery, ASA Sanli Pastore & Hill, Inc. 916-614-0530 Send Message to Member
	Emeritus Director John W. Toney, MBA, ASA Wallace Valuation Advisors, Inc. 916-648-9838 Send Message to Member

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited, as is the use of the “send a message” contact form for solicitation purposes.