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!
John W. Ament, Attorney, Feldstein Grinberg Lang & McKee
John D. Baker, BPU Investment Management, Inc.
Brian P. Carroll, BNY Mellon Wealth Management
Melanie M. Colusci, CFP, Strategic Financial Designs
Jason C. Danks, Esq., Waldron Private Wealth
Rocco A. D'Angelo, CPA, D'Angelo & Associates, Inc.
Anthony DeLorenzo, CPA, MST, HBK CPAs
Elijah Dornstreich, Alliance Bernstein
Robert Frenz, CPA, Chemel Kornick & Mooney, LLC
Nancy A. Hart, Presbyterian SeniorCare Foundation
Timothy M. Henry, CRPC, AWMA, APMA, Ameriprise Financial
Albert A. Lorenzi III, Underwriters Brokerage
Scott A. Love, WesBanco
Trevor J. McCance, AAI, CLTC, Hefren-Tillotson, Inc.
Hunter R. Morris, MBA, Clinton Larson Allen
David Nardiello, Northwestern Mutual
Chad Nason, The Advisors Group of Pittsburgh
Cynthia K. Rarig, Attorney, PNC Wealth Management
Chris J. Roe, CPA, PFS, Waldron Private Wealth
Daniel A. Seibel, Attorney, Metz Lewis Brodman Must O'Keefe LLC
Peter Strope, CAP, CFP, UBS Financial Services
Kimberly Tilghman, J.D., BNY Mellon
Brian Werner, CFP, CPA, Locust Capital
Laurie R. Williamson, CPA, MST, CFP, Wealth Management Partners LLC
Rebecca A. Winge, Houston Harbaugh
Sponsor three new members from July 1, 2015 through June 30, 2016, and
Your 2016-2017 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.