2025 CFAAC Annual Report - Report - Page 40
CFA AC · ANNUAL REPORT 2025
ANNE ARUNDEL ESTATE PLANNING COUNCIL
Sponsors and Leadership
2025 EXECUTIVE COMMITTEE
PRESIDENT
VICE PRESIDENT
SECRETARY
PROGRAM CHAIR
Karen Whaley
Karen M. Whaley, CPA
Jesse Walsh
Li昀昀, Walsh & Simmons
| Eagle Title
Stacey Nicholson
CNR Insurance
Ruth Trilli
Kahn, Litwin, Renza
& Co. Ltd. (KLR)
MEMBERSHIP CHAIR
SPONSORSHIP CHAIR
PROGRAMS
SPONSORSHIP
Nicole Livingston
Steve Rice
RBC Capital Markets, LLC
Steven M. Berger
Law O昀케ce of
Steven M. Berger
Andy Greenfield
Northwest Mutual
MEMBERSHIP
SPONSORSHIP
MEMBERSHIP
MEMBERSHIP/NAEPC
Annmarie Kirby
HeimLantz CPAs and
Advisors, LLC
Matt Pearl
McAllister, DeTar, Showalter,
& Walker LLC
Zachary
Reichenbach
Paradigm Forensics
Justin Roudiez
White Oak Wealth
Management, LLC
McKenna, Russo, Livingston,
Burkett and Burgy
PROGRAMS
The Anne Arundel Estate Planning
Council (AAEPC) brings together
wealth planning professionals across
disciplines, attorneys, accountants,
financial advisors, insurance specialists,
and more, to exchange ideas, build
relationships, and better serve their
clients and the community.
Last year, with the Community
Foundation of Anne Arundel County
(CFAAC) as its fiscal sponsor,
AAEPC hosted ten education and
networking events. The Council
continues to grow through the
generous support of its members
and sponsors. Learn more at
www.aaestateplanning.org.
Billy Hufnell
Modera Wealth
Management
2025 EVENT & PROGRAM SPONSORS
COMMUNICATIONS
CHAIR
Zoe Kerasidis
Sims & Campbell
PROGRAMS/
CASE STUDY
Chris Hovell
PNC Private Bank
