Atlanta Estate Planning Council, Inc.

2021 - 2022 Officers and Board of Directors

 

Executive Committee:

Class E (CFP)  - President -  Lisa Brown, Brightworth

Class A (CLU) -  Vice President - Hunter Ewing, High Ground Company

Class C (Attorney) - Secretary – Jessica Cohan, Djuric Spratt

Class B (Trust Officer) – Treasurer - Velena Berny, Truist Bank

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

 

Directors, Two-Year Term Expiring June 30, 2022

Class A (CLU) – John Adams, Wellspring

Class B (Trust Officer) – Michael Pond, Bank of America

Class C (Attorney) – Abbey Flaum, Cohen Pollock Merlin & Turner

Class D (CPA) – Chris Benner, Bennett Thrasher

Class E (CFP) – Lisa O’Connell, Diversified Trust

 

Directors, One-Year Term Expiring June 30, 2023

Class A (CLU) – John Endriss, Nease Lagana Eden & Culley

Class B (Trust Officer) – Joel Penny, BNY Mellon

Class C (Atty) – Kim Civins, Harrison Held

Class D (CPA) –  Gregory Rhodes, EquiVal

Class E (CFP) – Nandy Millner, Merrill Private Wealth


 


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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