Leadership

	ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH	MEMBER LOGIN
	MEMBER LOGIN

	President Norm Cauntay, CFP®, CRPS, ADPA®, AAMS® Edward Jones 5629888542 Send Message to Member
	President Elect Keenan Brown, EA, CLPF Brown Management 866-324-5350 Send Message to Member
	Treasurer Davis Zellmer Law Offices of Davis R. Zellmer 562-760-1630 Send Message to Member
	Immediate Past President Sindee Smolowitz, Attorney Velasco Law Group 562-432-5541 Send Message to Member
	Director Dana M. Cannon Cannon Legal Firm 562-543-4529 Send Message to Member
	Director Dr. Regina F. Lark, Ph.D., CPO A Clear Path Professional Organizing and Productivity 310-710-3379 Send Message to Member
	Director Pejmon Noori, Life Insurance Agent Baypoint Insurance Services 9496371575 Send Message to Member
	Director Michael Peters, AWMA®, CPFA MJ Peters Wealth Management 562-435-5578 Send Message to Member
	Director Matt Roberts, CFP®, CPWA® US Bank 562.708.9264 Send Message to Member
	Director Tammy Wong Axos bank 213-784-3333 Send Message to Member
	Administrative Director Mary Sramek Estate Planning & Trust Council of Long Beach 469-909-0815 Send Message to Member

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