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Wednesday, November 11, 2026

Family Office Structuring: Best Practices & Lessons Learned with Benjamin Berger, RSM @ Denver Country Club

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Rocky Mountain Estate Planning Council

ROCKY MOUNTAIN ESTATE PLANNING COUNCIL

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Leadership

President

Maribeth Younger
Williams Weese Pepple & Ferguson, PC
720.744.4799
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Vice President

Greg Carlin
BOK Financial Private Wealth, Inc.
303.539.0110
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Secretary

Andy Orlando
CCIG
720-330-7129
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Treasurer

Jenny S. Mattie, CPA
RSM US LLP
303.586.0670
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Past President

Chris Anderson, CPA
Bennett Thrasher LLP
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Past President

Alissa Bowers, MST, CPA
Alissa M Bowers CPA LLC
720-804-1950
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Past President

Jessica R. Diaz, JD, MBA
Taft
303.299.8390
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Past President

Spencer Fugita
Financial Designs
303.948.4071
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Past President

Jeff Kadavy
Trail Ridge Trust Company
720.577.4310
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Administrative Assistant

Kris Schooler
Winged Keel
7203468389
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UPCOMING EVENTS

November 11, 2026

Family Office Structuring: Best Practices & Lessons Learned with Benjamin Berger, RSM @ Denver Country Club

Benjamin Berger

See Event Details

January 20, 2027

TBD @ Denver Country Club

TBD

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March 17, 2027

TBD @ Denver Country Club

TBD

See Event Details

May 6, 2027

10th Annual Summer Social @ Ruth's Chris DTC

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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