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Thursday, May 9, 2024

8th Annual Summer Social

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Rocky Mountain Estate Planning Council

ROCKY MOUNTAIN ESTATE PLANNING COUNCIL

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Leadership

President

Jessica R. Diaz, JD, MBA
Sherman & Howard L.L.C.
303.299.8390
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President

Jeff Kadavy
Trail Ridge Trust Company
720.577.4310
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Vice President

Brannon J. Fisher, CFP®
Simon Quick Advisors
207.449.6143
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Secretary

Alissa Bowers, MST, CPA
RSM US LLP
303.298.6405
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Treasurer

Spencer Fugita
Financial Designs
303.948.4071
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Past President

Chris Anderson, CPA
Bennett Thrasher LLP
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Administrative Assistant

Kris Schooler
Winged Keel
7203468389
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The unauthorized use of member information within this website is prohibited.

FEATURED EVENTS

January 24, 2024

Stacy Eastland, Goldman Sachs presenting Best EP Ideas for High-Net-Worth Clients

Stacy Eastland, Goldman Sachs

See Event Details

March 13, 2024

Using and Misusing the Marital Deduction with Lauren Wolven

Lauren Wolven, Levenfeld Pearlstein

See Event Details

UPCOMING EVENTS

May 9, 2024

8th Annual Summer Social

8th Annual Summer Social Event

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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