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Philadelphia Estate Planning Council

Board of Directors

2026 - 2027 Board of Directors


President

Alan Weissberger, Esq.
Hirtle & Co.


Vice President

Fareeha Arshad, CFA, CFP®
Glenmede Trust Company, N.A.


Treasurer

Tim Zeigler
Kamelot Auction House


Secretary

Matthew Levitsky, Esq.
Fox Rothschild LLP


Immediate Past President

Jacklynn Barras, JD, LLM
BNY Wealth Management

Directors - Terms Expiring 2027


Richard Bell, CKA
Waverly Advisors


Jillian Kukucka
Glenmede Trust Company, N.A.



Shane M. Johnson CLU®, ChFC®, RICP, AEP®
Perspective Financial Group, an Alera Group Company



Lisa Mittelman, JD, CPA
Bank of America Private Bank


Directors - Terms Expiring 2028


Renzo Cerabino, J.D., MBA, CFP®, CLU®
WhartonHIll Investment Advisors


Kim V. Heyman, JD, LLM (tax), AEP®
Pathstone




Rachel Kieser
Armanino 


Erin McQuiggan, Esq.
Duane Morris LLP

Directors - Terms Expiring 2029


Andrew Barron, Esq.
Stradley Ronon


James C. Kelly, JD, MBA, LLM(tax), CFP®, CTFA, AEP®, CEPA
Northwestern Mutual


Andrew Logan, Esq.
Cozen O'Connor


Lindsey Pierce
Haverford Trust Company


Directors - Terms Expiring 2030


Brittany Camp, Esq.
Heckscher, Teillon, Terrill & Sager, PC.


Michael DeFillipo, CLU, ChFC
1847 Private Client Group



Leanne Evans, CFP®
Raymond James & Associates


Rebecca Norris, CPA
Aprio

Calendar

2026-2027 Platinum Sponsors






 


Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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