EPC-Pittsburgh is the affiliated Estate Planning Council of the National Association of Estate Planners & Councils (NAEPC). Our organization is focused on establishing and monitoring the highest professional and educational standards and fosters public awareness of the quality services rendered by professionals who meet these standards. The EPC-Pittsburgh and the NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
Welcome to our NEWEST MEMBERS!
Christopher S. Blass, Smithfield Trust Company
Megan A. Burdelsky, J.D., Children's Hospital of Pgh Foundation
Joseph O. Bull, JD, Carnegie Mellon University
Nancy A. Hart, Presbyterian SeniorCare Foundation
Timothy M. Henry, CRPC, AWMA, APMA, Ameriprise Financial
Kate McKenzie, D.SC., The Pittsburgh Foundation
David Nardiello, Northwestern Mutual
Anthony J. Palumbo Jr., BNY Mellon Wealth Management
Thomas Schmaus, Armstrong Search
Daniel A. Seibel, Attorney, Metz Lewis Brodman Must O'Keefe LLC
Brian Werner, CFP, CPA, Locust Capital
Laurie R. Williamson, CPA, MST, CFP, Wealth Management Partners LLC
Sponsor three new members from July 1, 2016 through June 30, 2017, and
Your 2017-2018 Dues will be FREE!
Current Members may bring a first-time guest FREE of CHARGE to one meeting.
Pre-registration is REQUIRED 48 hours in advance of meeting.