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BEPC Congratulates the Approved Slate of At-Large and Honorary Directors

Council Welcomes Five New Members to the BEPC Board of Directors

 

BEPC’s Board Nominations Committee presented candidates and the BEPC membership elected four At-Large Directors and one non-voting Honorary Director to join the Board on July 1, 2024.

 

The four new At-Large Directors are:

   

Gerald E. Baker, JD

Wilmington Trust

Term: July 1, 2024-June 30, 2027
     
 

Brandon P. Fink, CFP®, AEP®

Claro Advisors

Term: July 1, 2024-June 30, 2027
     
 

Dara Lynn S. Freytag, Esq., LL.M., AEP®

Tarlow Breed Hart & Rodgers, P.C.

Term: July 1, 2024-June 30, 2027
     
 

Amy K. Phelan, CPA, MST, AEP®

Tonneson & Co

Term: July 1, 2024-June 30, 2027
   

 

The Honorary Director serving a one-year term is:

   Laura K. Barooshian, CPA, AEP®, CAP®

PKF O'Connor Davies, LLP

Term: July 1, 2024-June 30, 2025
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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