2024 CFAAC Annual Report - Flipbook - Page 40
ANNE ARUNDEL
ESTATE PLANNING COUNCIL
The mission of the Anne Arundel Estate Planning Council (AAEPC) is to provide
opportunities for wealth planning professionals from various disciplines to
interact, share ideas, and build relationships that will allow them to better serve
their clients and the community. The Council offers education programs and
networking events for professional advisors. AAEPC continues to grow with the
financial support of its members and sponsors.
To learn more about AAEPC visit: www.aaestateplanning.org.
2024 AAEPC EXECUTIVE COMMITTEE
Justin Roudiez, President
White Oak Wealth Management
Billy Hufnell, Program Chair
Modera Wealth Management
Zoe Kerasidis
Sims & Campbell
Christopher Hovell,
Vice President
PNC Wealth Management
Zachary Reichenbach,
Member Chair
Vallit Advisors
Sean O’Neill
RBC Wealth Management
Stacey Nicholson, Secretary
and Communications Chair
CNR Insurance
Matthew Pearl,
Sponsorship Chair
Sims & Campbell
AAEPC EVENT & PROGRAM SPONSORS
40 | 2024 Annual Report
Annmarie Kirby
HeimLantz
Jessica Walsh
Liff, Walsh & Simmons
