2021 CFAAC Annual Report - Report - Page 48
2021 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.
2021 AAEPC EXECUTIVE COMMITTEE
Leanne Broyles, President
Frost & Associates
Brett F. Baldino, Vice President
Rosenberg Martin Greenberg, LLP
Diane Ruth Brewer, Secretary
HeimLantz, CPA and Advisors
Renee Kremm, Program Chair
Windward Financial
MEETING SPONSORS
Christopher Hovell,
Communications Chair
PNC Wealth Management
Gregory Pearce, Member Co-Chair
Sandy Spring Trust
Sean O’Neill, Member Co-Chair
RBC Wealth Management
Zachary Reichenbach,
Sponsorship Chair
Vallit Advisors
Billy Hufnell
Bay Point Wealth Management
Lisa Kittner
Morgan Stanley
Brian Oettinger
Vintage Financial Partners
Justin Roudiez
White Oak Wealth Management
WINE DOWN WEDNESDAY SPONSORS
LEARN MORE ABOUT THE ANNE ARUNDEL ESTATE PLANNING COUNCIL:
WWW.AAESTATEPLANNING.ORG
PAGE 48
2021 CFAAC ANNUAL REPORT