Leadership

	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
	Membership Mark Winter, CLU®, ChFC®, AEP® WealthPoint, LLC 805 497-6080 ext.1 Send Message to Member
	Treasurer Jason Flashberg, CPA Holthouse Carlin & Van Teigt LLP 805-374-8555 x 1724 Send Message to Member
	CPA Chair John Jacobs, CPA Jacobs and Jacobs 805-497-4007 Send Message to Member
	Attorney Chair Tamara L. Harper, J.D., AEP® Tamara L. Harper, A Professional Corporation 805-409-0530 Send Message to Member
	CLU Chair Jonathan Johnen, CFP® Farr Johnen & Associates 805-644-3500 Send Message to Member
	Trust Officer Chair Denise Carriero, CTFA Wells Fargo Private Bank 805.777.8362 Send Message to Member
	Administrator Carolyn Castle (818) 338-3288 Send Message to Member
	Sponsorship Chair Grace G. Robinson, ESQ 805-437-3615 Send Message to Member
	NAEPC Liason Terri Hilliard Olson Terri Hilliard, PC 805-201-2552 Send Message to Member
	CFP Chair / Secretary Dennis Nagdeman, CFP® Morgan Stanley - Financial Advisor 805-494-0238 Send Message to Member