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BEPC Leadership
Leadership
Officers
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
President
Katherine M. Sheehan
Crestwood Advisors
President-Elect
Barbara Targum
Dwight Rudd Insurance
Treasurer
Nicole Jackson-Leslie
SCS Financial
Secretary
Alisa O'Neil
CAPTRUST
Immediate Past President
Board of Directors
Andrew Clark
CBIZ
Director to 2028
Brandon Fink
Claro Advisors
Director to 2027
Dara Lynn Freytag
Tarlow Breed Hart & Rodgers, P.C.
Director to 2027
Jennifer Civitella Hilario
JC Hilario, PC
Director to 2026
David Keefe, III
4-Point Financial
Director to 2026
Timothy King
Merrill Lynch Wealth Management
Director to 2028
Sarah Moore
The Coyle Company
Director to 2028
Amy Phelan
Plante Moran
Director to 2027
Kathleen Sablone
CAPTRUST
Director to 2026
Mary Schmidt
Verrill Dana LLP
Honorary Director to 2026
Valerie Sussman
Hurwit & Associates
Director to 2028
Katherine Von Kohorn
Casner & Edwards, LLP
Director to 2026
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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