CENTRAL ARIZONA ESTATE PLANNING COUNCIL

Board of Directors

	President Allyson Califano, JD Plattner, Schneidman, Schneider & Jeffries, PC 602-274-7955 Send Message to Member
	Vice President Kevin W. Wright, JD Snell & Wilmer LLP 6023826000 Send Message to Member
	Secretary Grant Boland, J.D., LL.M. Boland Law Group, PLLC 480-656-8775
	Secretary William D Lee, CFA, CFP® Ironwood Investment Counsel, LLC (480)680-5706 Send Message to Member
	Treasurer Julie K. Jeffrey, CPA Eide Bailly 480-454-3231 Send Message to Member
	Past President Remy Carpenter, JD, LLM BMO Wealth Management 480-348-7769 Send Message to Member
	Board Member Cindy Andresen, ASA Kotzin Valuation Partners 602-544-3569 Send Message to Member
	Board Member Jennifer Butler, CTFA The Northern Trust Company 602-468-2542 Send Message to Member
	Board Member Kiernan Curley, JD Curley Law Firm PLLC 602-953-7730 Send Message to Member
	Board Member Sarah L Giles, JD Bank of America Private Bank 480.624.0366 Send Message to Member
	Board Member Tim Hammond, CFP®, AEP®, CTFA, CWS®, CLU®, ChFC®, MBA FocalPoint Wealth Management 480-771-7526 x104 Send Message to Member
	Board Member David Long Zia Trust, Inc. 602-633-7999 Send Message to Member
	Board Member Lisa Sullivan, AEP®, CTFA, CSOP, CWS®, TrustBank 480-883-6812 Send Message to Member
	Executive Director Anna Jovel Send Message to Member

Use of this membership listing for mass solicitation is prohibited. Associate Members self-select professional disciplines and self report professional credentials. It is the Associate Member, not the CAEPC that is responsible for the accuracy of that information. Users of this database, whether professional or public, are responsible for verifying the accuracy of any information contained in the membership directory.