Southern Utah 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.

Loriana De Crescenzo, CFRE Director of Development – Southwest
Matthew D. Ekins, Attorney
Matthew Hafen, Attorney
Russell S. Mitchell, Attorney
Jeff Monson, CFP®, ChFC, CLU Sr. Financial Advisor & Anthony Morris, MBA, Sr. Financial Advisor