Menu
Log in

Philadelphia Estate Planning Council

Board of Directors

2023 - 2024 Board of Directors


President

Stephanie Sanderson-Braem, Esq.
Stradley Ronon Stevens & Young, LLP


Vice President

Christopher Borden, CFP®
Stedmark Partners at Janney Montgomery Scott LLC


Treasurer

Jacklynn Barras, JD, LLM
BNY Mellon Wealth Management


Secretary

Alan Weissberger
Hirtle, Callaghan & Co.


Immediate Past President

James Revels, CPA, MST, AEP®
KPMG LLP

Directors - Terms Expiring 2024


Michael DeFillipo, CLU, ChFC
1847 Private Client Group


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




Thomas R. McDonnell
Andersen Tax


Erin McQuiggan, Esq.
Duane Morris LLP

Directors - Terms Expiring 2025


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



Josh Niles
Haverford Trust Company


Bradley D. Terebelo, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.


Tim Zeigler
Kamelot Auction House


Directors - Terms Expiring 2026


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


Leanne Evans, CFP®
Raymond James & Associates


Sharon Greenberg, MS, CPA
Isdaner & Company


Matthew Levitsky, Esq.
Fox Rothschild LLP

Directors - Terms Expiring 2027


Richard Bell
Planning Capital Management Corp.


Jillian Kukucka
Glenmede Trust Company, N.A.



Shane Johnson, CLU, ChFC
Perspective Financial Group, an Alera Group Company



Lisa Mittelman, JD, CPA
Bank of America Private Bank


Calendar

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

Powered by Wild Apricot Membership Software