Leadership

2019 Gold Sponsor - Wells Fargo Private Bank

	CONEJO VALLEY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Juan C. Ros, CFP®, AEP® Forum Financial Management, LP (805) 494-3416 x102 Send Message to Member
	President Elect Grace G. Robinson, ESQ 805-437-3615 Send Message to Member
	Membership Dennis Nagdeman, CFP® Morgan Stanley - Financial Advisor 805-494-0238 Send Message to Member
	Secretary Jonathan Johnen, CFP® Farr Johnen & Associates 805-644-3500 Send Message to Member
	Treasurer Jason Flashberg, CPA Holthouse Carlin & Van Teigt LLP 805-374-8555 x 1724 Send Message to Member
	CPA Chair Mark Reader, CPA JRRO CPAS 805-371-8412 Send Message to Member
	Attorney Chair Stephanie M. Manis, Esq. Kenneth E. Devore & Associates 818-338-3252 Send Message to Member
	CLU Chair Mark Winter, CLU®, ChFC®, AEP® WealthPoint, LLC 805 497-6080 ext.1 Send Message to Member
	Trust Officer Chair Denise Carriero, CTFA Wells Fargo Private Bank 805.777.8362 Send Message to Member
	CFP Chair Danny Mock, CFP® FMB Wealth Management 805-446-4494 Send Message to Member
	NAEPC Liason Tamara L. Harper, J.D., AEP® Tamara L. Harper, A Professional Corporation 805-409-0530 Send Message to Member
	Administrator Kayli Paniccia VISIONALITY Partners (805) 500-6610 ext. 106 Send Message to Member

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