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Five-Star Advisor Elected to Estate Planning Top Post
The Merrimack Valley Estate Planning Council announced the election of officers. Steve Stanganelli, CRPC®, CFP® , a board-certified financial planner and Paladin Registry rated advisor, was elected as president for the current one-year term.
By: Steve Stanganelli
Steve Stanganelli, CRPC®, CFP®, an independent fee-only financial planner, was elected to the position of president for the upcoming year after serving in previous terms as 1st Vice President and 2nd Vice President in charge of organizing speaker programs.
In accepting his new role, Stanganelli announced that his three top areas of focus will be "increasing membership, increasing professional networking opportunities and increasing education programs."
The MVEPC is comprised of professionals from a variety of areas that deal with estate planning issues. Members include elder law and estate planning attorneys, financial planners, investment advisors, tax advisors, insurance agents, bankers, trust administration officers and elder service advocates.
Stanganelli added that "there is a diversity of professions represented on the board and each of you can offer a practical perspective on things that you see to improve the organization and make it more relevant to practitioners."
Stanganelli went on to say that "while we will continue to offer our educational programs, I also want the board to consider ways to expand the relevance of the MVEPC to the professional practices of its members." This may include offering continuing education credit programs to professionals, professional networking opportunities with other groups at other locations throughout the Merrimack Valley and making practice management tools available from the NAEPC.
The new board is comprised of the following:
1st VP: Theresa Soracco, JD, Regional Director of Philanthopy for the ALS Association;
2nd VP: George Bowen, CFP®, investment advisor representative from Capital Management Partners;
Secretary: Kelly Quigley, Esq., estate attorney with Devine Millimet Branch;
Treasurer: Priscilla Cubelli, CTFA, Vice President/Trust Officer with Eastern Investment Advisors;
Immediate Past President: Deb Baglio, elder law and estate planning attorney with AndoverLaw PC.
Board Members: Kenneth Andig, LUTCF, insurance specialist with Boston Partners Financial Group/John Hancock; Ramsey Bahrawy, elder/estate lawyer with Bahrawy Law Offices; Robert Irving, CSA, senior reverse mortgage consultant with First Integrity in Andover and Sal Petralia, CFP®, financial planner/advisor with an LPL office in Methuen.
The new board begins work on the upcoming year's programs with a board meeting scheduled for Tuesday, June 23 at 3:30 PM at the law office of Devine, Millimet, Branch at Brickstone Square in Andover.
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Quest Financial is a fee-only financial planning and investment advisory firm dedicated to assisting individuals and their families with expert advice to build and protect wealth through customized planning and investment solutions.
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Page Updated Last on: Mar 23, 2010