The Baltimore Estate Planning Council is an interdisciplinary non-profit association for estate planning professionals. For 87 years and with 268 current members, the Council strives to foster understanding of the proper relationship between the functions of the Accountant, Attorney, Financial Advisor, Philanthropic Professional, Trust Officer, Valuation Professional, and any other parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 


Welcome our 2023 - 2024 New Council Members!

Lindsay Baublitz - Valuation
Bridgette Becker - Financial Advisor
Grant Bim - Valuation
Jim Bim - Valuation
Nate Brady
- Valuation
Brandon Cawley - Financial Advisor
Jackson Finigan - Financial Advisor

Louis Foxwell - Financial Advisor
Christina Garland - Financial Advisor
Patrick Guthrie - Valuation
Kathleen Hamill - Auctioneer
Colin Handzo - Attorney

Michelle Harf-Grim - Financial Advisor
Jordan Higgins 
Financial Advisor
Marat Kushner - Financial Advisor
Michele Manculich - Attorney

Elizabeth McIver - Financial Advisor
Selden Morgan - Auctioneer

Holly Musselman - Attorney
Stephen Norris - Financial Advisor
Nicholas Petrelli 
- Financial Advisor
Jake Polivka - Attorney

Fuhler Pomeroy - Financial Advisor
Erica Price - Valuation

Denise Rodriguez - Financial Advisor
Dani Ryan - Financial Advisor

Jason Sarratea - Financial Advisor
Jay Schuman - Financial Advisor
Julian Scott - Financial Advisor

Harry Sturgis - Valuation
Victoria Sulerzyski - Attorney
Gay Wagner - Financial Advisor

Natalie WheltonFinancial Advisor


New: Exclusive benefit for members only!
Members of the Baltimore Estate Planning Council can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Access Leimberg Information Services now.


Baltimore Estate Planning Council 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.