EPC-Pittsburgh is the affiliated Estate Planning Council of the National Association of Estate Planners & Councils (NAEPC). Our organization is focused on establishing and monitoring the highest professional and educational standards and fosters public awareness of the quality services rendered by professionals who meet these standards. The EPC-Pittsburgh and the NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
Welcome to our NEWEST MEMBERS!
- Kate David Booker, Guyasuta Investment Advisors
- Ian Danielson, Western & Southern Life
- Matthew J. Fischer, CFTA, Esq., Northwest Bank
- Dan Fitzpatrick, CFP, CPWA, CEPA, AWMA, UBS Financial Services
- Kathryn Gioia, Attorney, Bowles Rice LLP
- Hank Kincaid, Guyasuta Investment Advisors
- Ed Lettieri, Mercer Advisors
- John Montoya, Attorney, Schwartz Montoya Legal, LLC
- Joanne Parisi, Attorney, Williams Coulson Johnson Lloyd Parker & Tedesco
- Meagan Roberts, CPA, CFP, Heritage Wealth Advisors
- Chelle Schubert, CFP, PNC Private Bank
- Alison Smith, JD, McNees Wallace & Nunck
- Peter M. Tumbas, CLU, Tumbas Financial Services
- Mark Summers, AAMS, Shorebridge Wealth Management
- Emily Tolge, PNC Private Bank
- Emily Weimer, Guyasuta Investment Advisors
- J. Christopher Zozula, FNB Trust Company
Attention Members!
Sponsor three new members from July 1, 2024 through June 30, 2025, and
Your 2025-2026 Dues will be FREE!
Current Members may bring a first-time guest FREE of CHARGE to one meeting.
Pre-registration is REQUIRED 72 hours in advance of meeting.
SPONSORSHIPS Available!
If you would like to sponsor an upcoming EPC Pittsburgh meeting, please review and complete this Sponsorship form and return it today!
SPEAKERS Wanted! If you are interested in presenting at an upcoming EPC meeting, please complete and return this form to be considered by the program committee.
Estate Planning Council of Pittsburgh is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
