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The NAEPC Education Foundation
Intro |
Officers |
Adv Board |
Contributors |
Contribute | Documents/Reports
Education Foundation Officers
For 2012:
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PRESIDENT
Clark B. McCleary, CLU, ChFC, MSFS, AEP®
McCleary & Associates
Houston, Texas
Affiliated with Houston Estate and Financial Forum and Houston Business & Estate Planning Council |
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PRESIDENT-ELECT
Robert G. Alexander, JD, LL.M., AEP®, EPLS
Alexander & Klemmer, S.C.
Milwaukee, Wisconsin
Affiliated with Milwaukee Estate Planning Council |
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TREASURER
Joanna Averett, MBA, CFP®, AIF®, AEP®
First American Trust
San Bernardino, California
Affiliated with Estate Planning Council of Pomona Valley, Riverside Estate Planning Council and Estate Planning Council of San Bernardino County |
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SECRETARY
Gregory E. Sellers, CPA, AEP®
Warren Averett, LLC
Montgomery, Alabama
Affiliated with Montgomery Estate Planning Council |
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IMMEDIATE PAST PRESIDENT
Joseph V. Falanga, CPA, AEP®
U H Y Advisors NY, Inc.
New York, New York
Affiliated with Estate Planning Council of New York City |
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