2023 CFAAC Annual Report - Report - Page 40
2023 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 offers 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.
2023 AAEPC
EXECUTIVE COMMITTEE
Sean O’Neill, President
RBC Wealth Management
Justin Roudiez, Vice President
White Oak Wealth Management, LLC
Billy Hufnell, Program Chair
Bay Point Wealth Management
Stacey Nicholson,
Communications Chair
CNR Insurance
Zachary Reichenbach,
Member Chair
Vallit Advisors
Christopher Hovell,
Sponsorship Chair
PNC Wealth Management
Zoe Kerasidis
Sims & Campbell, LLC
Matthew Pearl
Sims & Campbell, LLC
Annmarie Kirby
HeimLantz CPAs and Advisors, LLC
AAEPC EDUCATION PROGRAMS & WINE DOWN WEDNESDAY SPONSORS
40 | 2023 Annual Report
