The Council Relations Committee has two charges - helping affiliated local estate planning councils take advantage of the benefits, programs and services offered to them by virtue of their membership and helping to affiliate those councils that are not currently members of the association.

Each affiliated local council is assigned a representative from the Council Relations Committee who serves as a liaison between the council and national board, this person is known as your territory representative. Use the drop down menu at the bottom of this page to find your council name, click, and the name of your territory representative will appear.  One more click and you'll be directed to contact details for your representative.

We are grateful to the committee for their time and expertise:

Committee Chair: Rachel L. Votto, CPA, AEP®
Committee Vice-Chair:  Erin E. Markham, CTFA, TEP, AEP®

Lawrence K. Bogar, AEP®, AWMA®, ChFC®, AAMS®, LUTCF
Leigh J. Cason, CTFA, MA (Law: Wealth Management & Financial Planning), AEP®
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
Richard G. Chalifoux, JD, AEP®
Keith Dershem, CFP®, AEP®
Joshua Didion, JD
Thomas M. Griffith, ChFC®, CAP®, AEP®
Philip Herzberg, CFP®, CTFA, AEP®, CDFA®
Darcy Kathleen Houghton, Esq., AEP®
Andrew T. Huber, JD, LL.M. (taxation), AEP®, CAP®
Theresa L. Hughes, MBA, CTFA, AEP®
Harvey A. Hutchinson III, JD, LL.M. (taxation), CFP®, AEP®
William D. Kirchick, Esq., AEP®
Karly A. Laughlin, CPA, AEP®
Lawrence M. Lehmann, JD, CAP®, AEP®
Russell L. Luna, CLU®, ChFC®, CLTC, AEP®, CDFA™
Mary Katherine Mac Nee, CFP®, CRPC®, CSPG, AEP®, QPFC
Lawrence J. Macklin, Esq., CPA, AEP®
Domenick V. Macri, Sr., MST, AEP®
Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®
Lisa Maria Micka, CFP®, CPWA®, AEP®
Christine Anne Myers, CFP®, CPA/PFS, Mtax, AEP®
Amy E. O'Bannon, CTFA, AEP®
Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Amy Carr Permenter, CPA, CFP®, AEP®
Sahar Pouyanrad, EMBA, AEP®, CTFA, CEP®, ChSNC®
Juan C. Ros, CFP®, CSPG, MBA, AEP®, CEPA®, CVGA
Charles B. Sachs, CFA, CFP®
Stephen F. Starzec, CWS®, CPA , CTFA
Richard W. Stumpf, CFP®, CEBS, AEP®, AIF®, CPFA, NSSA
Yolanda Lilly Tam, CLTC, LUTCF
Brent A. Thomas
Susan J. Travis, CFP®, CTFA, AEP®
Thomas V. VanRobays, JD
Paul S. Viren, CLU®, ChFC®, AEP®
Shane Westhoelter, AEP®, CLU®, LUTCF
Nancy Williamson, JD
April D. Wise, JD, AEP®
Russell Campbell Wood, CTFA, AEP®
Kim B. Young, JD, CFP®, AEP®
Tim Zeigler, CSA