Leadership

	SANTA CLARA COUNTY ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President David Yuan, CPA Baker Tilly 6507012231 Send Message to Member
	Vice President Norman C Hulberg Valbridge Property Advisors 408-279-1520 x 7142 Send Message to Member
	Treasurer Heather Boshears Hoge Fenton 408-287-9501 Send Message to Member
	Secretary Phuong Quach, CFP® Animo Advisors 4087153339 Send Message to Member
	Immediate Past President Chuen Ying Lee, CTFA, AEP® BMO Bank (408) 316-8258 Send Message to Member
	Board of Directors Kirsten Reilly Compass Real Estate 4088352962 Send Message to Member
	Executive Director Danielle Kleber 402-301-4639 Send Message to Member

UPCOMING EVENTS