CONEJO VALLEY ESTATE PLANNING COUNCIL

Leadership

	President and Governance Chair Tamara L. Harper, Attorney, J.D., AEP® Tamara L. Harper, A Professional Corporation 805-409-0530 Send Message to Member
	Secretary Grace G. Robinson Durst, ESQ California State University Channel Islands 805-437-3615 Send Message to Member
	Treasurer Mark Reader, CPA Mark D. Reader, CPA an Accountancy Corporation 8055747911 Send Message to Member
	Immediate Past President Jonathan Johnen, CFP® Farr Johnen & Associates 805-644-3500 Send Message to Member
	External Relations Chair Madeline Serrano Sattler Casa Pacifica 805-366-4422 Send Message to Member
	Attorney Chair Stephanie M. Manis, Esq. Kenneth E. Devore & Associates 818-338-3252 Send Message to Member
	CPA Chair Scott Gilmore, CPA Ascend 818-914-7134 Send Message to Member
	CLU/Life Insurance Chair Mark Winter, CLU®, ChFC®, AEP® WealthPoint, LLC 805 497-6080 ext.1 Send Message to Member
	Membership Chair Dennis Nagdeman, CFP® Send Message to Member
	NAEPC Liaison Juan C. Ros, CFP®, AEP®, CSPG, CEPA®, CVGA Forum Financial Management, LP (805) 409-3240 Send Message to Member
	President-Elect and CFP/Wealth Advisor Chair Danny Mock, CFP® FMB Wealth Management 805-446-4494 Send Message to Member
	Board Committee Member Nancy Suzanne Chappell, CFP® Fidelity Investments 805 496-8362 ext. 77856 Send Message to Member
	Board Committee Member Lisa Harwood, CTFA, AEP®, CFP® Ventura Advisors 818.427.6072 Send Message to Member
	Board Committee Member Jennifer McNeil-Lozano, Esq. McNeil Lozano Law, PC 4242767522 Send Message to Member
	Board Committee Member Lauren E. Sims Ventura Coast Law LLP (805) 947-4790 Send Message to Member
	Board Committee Member Diana Vinder Ascend Tax & Business Advisors LLP 8188238035 Send Message to Member

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