Leadership

	CHARLOTTE ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President/Board of Directors Frank S. Leontitsis, JD, CFP® Morgan Stanley 9418332029 Send Message to Member
	Secretary Samuel A. Kiburz Charlotte State Bank & Trust 19412355164 Send Message to Member
	Secretary Jason Monroe Estate & Guardianship Management Services Inc. 941-743-4151 Send Message to Member
	Treasurer Suzanne Herron Charlotte Community Foundation (941) 637-0077 Send Message to Member
	Past President Nancy Steffes Estate & Guardianship Management Services Send Message to Member
	Past President Terry Wright, Wright, MS, MBA Integra Estate & Lifecare Services 941-787-3525 Send Message to Member

National Association of Estate Planners & Councils