Leadership - Conejo Valley Estate Planning Council

	CONEJO VALLEY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Leadership

	President Jonathan Johnen, CFP® Farr Johnen & Associates 805-644-3500 Send Message to Member
	President-Elect and Governance Chair Tamara L. Harper, J.D., AEP® Tamara L. Harper, A Professional Corporation 805-409-0530 Send Message to Member
	Treasurer Scott Gilmore, CPA KROST 818-914-7100 Send Message to Member
	Immediate Past President and Secretary Grace G. Robinson Durst, ESQ California State University Channel Islands 805-437-3615 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 Mark Reader, CPA Mark D. Reader, CPA an Accountancy Corporation 8055747911 Send Message to Member
	CFP/Wealth Advisor Chair Danny Mock, CFP® FMB Wealth Management 805-446-4494 Send Message to Member
	CLU/Life Insurance Chair Mark Winter, CLU®, ChFC®, AEP® WealthPoint, LLC 805 497-6080 ext.1 Send Message to Member
	Trust Officer/Fiduciary Chair Denise Carriero, CTFA Wells Fargo Private Bank 805.777.8362 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) 494-3416 x102 Send Message to Member

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