Leadership

	SAN ANTONIO ESTATE PLANNERS COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President Julie Greig Hardaway, Attorney Broadway Bank 210.283.6673 Send Message to Member
	President Elect/Vice President Heather Duncan Webb, JD, CPA The Trust Company 210.352.2426 Send Message to Member
	Secretary Ben Gurwitz, CFP® Financial Life Advisors, LLC 210.918.8998 Send Message to Member
	Treasurer Jim Oliver, CFP®, CPA/PFS Calvetti Ferguson 210.536.3203 Send Message to Member
	Immediate Past President Kevin P. Shay, Attorney, CPA Law Office of Kevin P. Shay 210.497.6300 Send Message to Member
	Board of Directors Patricia R. Vargas, Attorney Davis & Santos, P.C. 210-853-5882 Send Message to Member
	Board of Governors Bennett Allison, CPA, CFP® Sol Schwartz & Associates, P.C. 210.384.8000 Send Message to Member
	Board of Governors Tammy M. Ashby, CTFA, CAP® Broadway Bank 210.283.5393 Send Message to Member
	Board of Governors Tracey L. Burke, CPA, CFP® theKFORDgroup 210.340.8351 Send Message to Member
	Board of Governors Kristin Carlton, CFP® Exencial Wealth Advisors 210.738.3888 Send Message to Member
	Board of Governors Kim Cornwell, CFP® South Texas Money Management, Ltd. 210.824.8916 Send Message to Member
	Board of Governors Jon K. Daubert, Attorney, Trust Officer, CWS® Argent Trust Company 210-581-0436 Send Message to Member
	Board of Governors Amelia Edelman, Attorney Porter Rogers Dahlman & Gordon 210.736.3900 Send Message to Member
	Board of Governors Roberto Espinosa, CLU®, ChFC®, CAP®, AEP®, CFP® Northwestern Mutual 210.446.5713 Send Message to Member
	Board of Governors Elizabeth H. Fry, Attorney Hornberger Sheehan Fuller Beiter Wittenberg & Garza, Inc. 210.271.1700 Send Message to Member
	Board of Governors Alicia Bivona Gill, CPA Weaver and Tidwell, LLP Send Message to Member
	Board of Governors Maggie B. Giltner, Attorney Clark Hill Strasburger 210.250.6027 Send Message to Member
	Board of Governors Stephanie Harris, CFP® S Harris Financial Group, LLC 210.547.3450 Send Message to Member
	Board of Governors Conrad J. Netting, V, Attorney Jefferson Bank Trust Department 210.736.7793 Send Message to Member
	Board of Governors Candace Tottenham, Trust Officer Jefferson Bank 210.736.7792 Send Message to Member
	Executive Director Birdie P. Sanchez, ALP San Antonio Estate Planners Council c/o BPS Business Services 210.650.4455 Send Message to Member