2022 CFAAC Annual Report - Other - Page 40
2022 ANNE ARUNDEL ESTATE PLANNING COUNCIL
The mission of the Anne Arundel Estate Planning Council (AAEPC) is to provide
opportunities for wealth planning professionals from various disciplines to interact, share
ideas, and build relationships that will allow them to better serve their clients and the
community. The Council provides quarterly education programs and networking events
for professional advisors. The AAEPC continues to grow with the financial support of its
members and sponsors.
To learn more about AAEPC visit: www.aaestateplanning.org.
2022 AAEPC EXECUTIVE COMMITTEE
Brett F. Baldino, President
Rosenberg Martin Greenberg, LLP
Sean O’Neill, Vice President
RBC Wealth Management
Diane Brewer, Secretary
HeimLantz CPA’s and Advisors
Lisa Kittner, Program Chair
Morgan Stanley
Christopher Hovell,
Communications Chair
PNC Wealth Management
Zachary Reichenbach,
Member Chair
Vallit Advisors
Justin Roudiez, Sponsorship Chair
White Oak Wealth Management, LLC
Billy Hufnell
Bay Point Wealth Management
MEETING SPONSORS
WINE DOWN WEDNESDAY SPONSORS
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Stacey Nicholson
CNR Insurance
Zoe Kerasidis
Sims & Campbell
Matthew Pearl
Sims & Campbell
Annmarie Kirby
HeimLantz CPA’s and Advisors
