Clarkston Capital

Committees

The Central Arizona Estate Planning Council has a number of active committees. We welcome and encourage member participation in our committees; doing so is a great way to become more involved in the Council and get to know our Board of Directors.

If you are interested in participating in any of the below committees, please reach out to the head of any Committee listed below to see how your talents and expertise may be best utilized.

  

 

Membership Committee Chair

Sarah Giles, JD

Contact Sarah.

            

 

Member Milestone Committee Chair

Julie K. Carlin, CPA

Contact Julie.

            

New Member Committee Chair

Nicole Erin Hill

Contact Nicole.

 

 

Meeting Ambassador

Ben Barchilon

Contact Ben.

Emerging Professionals Group Chair

Kristen Otsuka, CPA

Contact Kristen.

 

Strategic Planning Committee Co-Chairs

Evan Judge, CFA,CFP®

Contact Evan.

 

 

            

Melissa Loughlin-Sines, CPA, CFE, CVA, CFF®, ABV

Contact Melissa.

           

          

William D. Lee, CFA,CFP®

Contact William.

          

Spring Event Co-Chairs

Melissa Loughlin-Sines, CPA, CFE, CVA, CFF®, ABV

Contact Melissa.

 

 

Brian Poe, CFP®, ChFC®, AEP®, CAP®

Contact Brian.

 

 

Winter Event Chair

Kathleen E. Callaway

Contact Kathleen.

Nominating Committee Co-Chairs

William D. Lee, CFA,CFP®

Contact William.

          

Ashley L. Case, J.D., LL.M.

Contact Ashley.

 

AEP Chair

Christian A. Rogers, JD, MBA

Contact Christian.

 

 

Sponsorship Chair

 

Marketing and Outreach Committee Chair

Cole Leonida

Contact Cole.