AEP Designation

Accredited Estate Planner® Designation

Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning.  Simply put, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning.”

Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.

The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters®, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants®, and Certified Financial Planners® who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.  For information about courses offered through The American College, please click HERE.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.

To download the appropriate application or learn more, please follow the link(s) below. 

For Estate Planning Councils interested in learning more about the Council Nomination process, please click HERE.

Arizona AEP's:

F. Lynn Baldwin, CLU®, ChFC®, CTFA, CFP®, AEP®

  • insurance/financial planning
  • Zions Wealth Management
  • Scottsdale, AZ

Linda Henneman Bowers, JD, AEP®, CFP®

  • trust officer
  • First Western Trust
  • Phoenix, AZ

Harry C. Calivas, CFP®, ADPA®, CIMA®

  • insurance/financial planning
  • Wells Fargo Advisors, LLC
  • Surprise, AZ

Cullen C. England, CLU®, ChFC®, AEP®, MSFS

  • insurance/financial planning
  • Voya Financial
  • Mesa, AZ
  •  

William H. Finnegan, Atty, AEP®

  • attorney
  • Tiffany & Bosco PA
  • Phoenix, AZ

Thomas G. Georgiou, JD, LL.M. (taxation), AEP®

  • attorney
  • Thomas G. Georgiou, P.C.
  • Scottsdale, AZ

Robert P. Goodman, CPA, AEP®, CFP®

  • accountant
  • U.S. Trust, Bank of America Private Wealth Management
  • Phoenix, AZ

Timothy P. Hammond, CFP®, AEP®, CTFA

  • insurance/financial planning
  • USAA
  • Scottsdale, AZ

Kenneth K. Haycraft, CFP®, ChFC®, CLU®, CWS, MBA, AEP®

  • insurance/financial planning
  • USAA
  • Scottsdale, AZ

Patricia L. Heitter, CTFA, AEP®

  • trust officer
  • Johnson Bank
  • Phoenix, AZ

Katie J. Hill, CTFA, AEP®

  • trust officer
  • First Western Trust Bank
  • Scottsdale, AZ

Robert R. Korljan, CPA/PFS, AEP®

  • accountant
  • Eaton-Cambridge, Inc.
  • Scottsdale, AZ

Ronald F. Larson, Atty, AEP®

  • attorney
  • Larson Law Office
  • Sun City, AZ

Thomas E. Maguire, CPA/PFS, ChFC®, AEP®

  • accountant
  • Maguire Financial Group
  • Phoenix, AZ

Denise L. Martin, CTFA, AEP®

  • trust officer
  • U.S. Bank
  • Scottsdale, AZ

Barry A. McBride, CLU®, AEP®

  • insurance/financial planning
  • Sun Cornerstone Group, Inc.
  • Scottsdale, AZ

John D. Pettee, CFP®, CTFA, AEP®, CAP®

  • insurance/financial planning
  • Charles Schwab Private Client Investment Advisory
  • Cave Creek, AZ

Timothy E. Radden, CLU®, ChFC®, AEP®

  • insurance/financial planning
  • Northwestern Mutual Financial Network
  • Phoenix, AZ

Susan K. Smith, Atty, AEP®

  • attorney
  • Olsen-Smith, Ltd.
  • Phoenix, AZ

Bruce A. Tannahill, JD, CPA/PFS, CLU®, ChFC®, AEP®

  • insurance/financial planning
  • Mass Mutual
  • Phoenix, AZ

Candace Berg Tooke, CPA, AEP®

  • accountant
  • Henry & Horne, LLP
  • Scottsdale, AZ