Atlanta Estate Planning Council, Inc.

2019 - 2020 Officers and Board of Directors

 

Executive Committee:

Class B (Trust Officer) – President – Charles Douglas

Class D (CPA) Vice President -  Eileen Scherberger, The Zeist Company, LLC

Class E (CFP) – Secretary - Lisa Brown, Brightworth

Class A (CLU) – Treasurer – Hunter Ewing, Ewing & Company, LLC

Class C (Attorney) – Past President - Margaret Scott, Alston & Bird LLP


Directors, One-Year Term Expiring June 30, 2020:

Class A (CLU) – C. Al Beall, Northwestern Mutual

Class B (Trust Officer) – Dan Bryan, Regions Bank

Class C (Attorney) – Jessica Cohan, Bowden Spratt

Class D (CPA) – Jonathan Swartz, Bennett Thrasher

Class E (CFP) – Stephanie Cooper, Altiva Management, LLC

 

Directors, Two-Year Term Expiring June 30, 2021:

Class A (CLU) – Jimmy Trimble, Nease Lagana Eden & Culley

Class B (Trust Officer) – Velena Berny, SunTrust

Class C (Atty) – Christy Eckoff, Jewish Federation of Greater Atlanta

Class D (CPA) – Cas Pittman, Smith & Howard

Class E (CFP) – Steve Fehlenberg, SRF Financial, LLC

 

Administrative Office:

Lynette Rickman, Executive Director

c/o Lagniappe Associates, Inc.

PO Box 1189

Covington, GA 30015

PH 404-220-7281

emf@atlantaestateplanningcouncil.com


 


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