Leadership

President

O'Brien Law P.C.
303 443-2626

Vice President

Midwest Trust Company
303 444-9060

Secretary

Perry & Roane, PC, CPAs
303 652-8282

Treasurer

Flewelling & Mitton, P.C.
303 499-7445

Programs/Programs Chair

Rick Doty CPA, MBA
303-588-7903

Membership Chair

Longmont Community Fndn
303 678-6555

Past President

The National Estate Planning Institute
303 494-6100

Past President

Bedford Wealth Advisors
303 499-8800

Past President

Cornerstone Investment Advisors, LLC
303 545-5400

Past President

AMG National Trust Bank
303 447-8877

Past President

Hofgard & Associates, PC
303 449-0055

Past President

Hofgard Insurance
303 449-0054

Past President

Lynn Kuykendall, Attorney
303 494-3252

Past President

Midwest Trust
303 444-9060

Past President

UBS Financial Services, Inc.
303-820-5092

Past President

Nielsen & Company, PC
303 579 1511

Past President

Osgood & Osgood LLC
303 442-0165

Past President

Perlick Legal Counsel PC
303 449-6543

Past President

Porter Insurance Agency, Inc.
303 926-7012

Past President

Diversified Asset Management, Inc.
303 440-2906

Past President

Caplan and Earnest, LLC
303 443-8010

Past President

Kurtz Fargo, LLP
720-310-2078 Ext 7080

Past President

MidFirst Bank
720/980-4474

Past President

Stover & Spitz, LLC
303 682-0433

Past President

NewWest Advisors
303 415-2525 x102

Past President

Varra Financial Counsultants
303 665-2822

Past President

Anton Collins Mitchell LLP
303 630-0450

NAEPC Board Member

Hartman Axley, CLU
720 941-9703

Administrator

Boulder County Estate Planning Council
(303) 525-6414

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