President's Message
Dear PEPC Community Members,
I am honored to be President for the 2025-2026 term and look forward to working hard with our new Board on your behalf. PEPC is a thriving multi-disciplinary community that supports a holistic approach to estate and wealth planning, bringing together various professionals whose primary goal is to provide best-in-class service for estate planning clients and their beneficiaries. Our members include attorneys, accountants, trust officers, wealth advisors, fiduciaries, insurance advisors and other allied specialists.
Our goal is to continue growing and becoming the premier organization for estate planning on the Peninsula by providing invaluable educational resources and networking opportunities. Our monthly meetings offer an excellent opportunity to directly connect with our community. We are continuing to expand our roster of events such as our Giants’ game and Annual Summer Social co-hosted by the San Mateo County Bar Association and Professional Fiduciary Association of California.
Thank you to our returning members and welcome to our new members. Let’s all do our part to make this a great year!
Natalie S. Oh
President, 2025-2026
ABOUT US
PEPC provides an educational and social forum for those professionals on the Peninsula in the San Francisco Bay Area who are most active in personal estate and financial planning. We are an affiliate of the National Association of Estate Planners and Councils and are an approved California State Bar Continuing Legal Education (MCLE) provider.
We have over 100 members and our regular dinner programs and networking meetings are well-attended, fun and educational.
Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership.
Meetings take place at the Elks Lodge, San Mateo during the first week of most months.
NAEPC
As an affiliate of the National Association of Estate Planners & Councils (NAEPC), your membership in PEPC brings you into a larger community consisting of over 26,000 members nationwide.
Through that affiliation, we offer a variety of discounts and special offers on:
- Software
- Subscriptions and publications, including NAEPC Journal of Estate & Tax Planning
- Marketing and website design services
- Presentation materials & office supplies
- Other benefits, programs & services.
You may request more information from the PEPC Executive Administrator: info@peninsulaestateplanningcouncil.org
Past Presidents
Past Presidents
1977-78: Donald Ricci*
1978-79: Marion Brown, Esq.
1979-80: Gilbert Armando*
1980-81: Ray Hemming, CPA*
1981-82: Donald A. Wilson, Esq.
1982-83: Robert E. Dooley, CLU, ChFC*
1983-84: Elizabeth van Gommel*
1984-85: David L. Hunt, P.A.
1985-86: John R. Dettner, Esq.*
1986-87: J. David Grathwohl*
1987-88: Norman A. Hagen, CLU
1988-89: Richard “Dick” Shoup*
1989-90: Sanford P. Blank, CPA*
1990-91: Stanley Gross, CPA
1991-92: Mary Miner, CPA
1992-93: Lynne Johnston
1993-94: Douglas S. McGlashan, Esq.
1994-95: Brigette Gallo
1995-96: William Dobbs, CLU*
1996-97: James W. Parker, AEP*
1997-98: James W. Parker, AEP*
1998-99: Michael E. Pitts, Esq.
1999-00: Robert Barone, CLU, ChFC
2000-01: Albert Blumenthal, CPA
2001-02: John F. Farbstein, Esq.
2002-03: Tom Befumo, CLU
2003-04: Robert J. Lovejoy, CFP, CPA/PFS, AEP
2004-05: Anna Paiva
2005-06: Colleen McAvoy, Esq.*
2006-07: Stephen D. Steiner
2007-08: Gregory P. Menzel, Esq.
2008-09: Joseph H. McKane, CLU
2009-10: Nancy E. Johnson, CFA
2010-11: Richard A. "Rick" Gross, J.D.
2011-12: Mark E. Jamison
2012-13: Lori Palmatier, Esq.
2012-14: Stephen Ink, Esq.
2014-15: Cynthia Lemus, Esq.
2015-16: Michael Schmitz
2016-17: Jennifer George
2017-18: Robert Vale, Esq.
2018-19: John P. Golden, Esq.
2019-20: Steve Parker
2020-21: Jodi De Smidt
2021-22: Nicole Warmerdam, Esq.
2022-23: Nazar Ghosseiri, Esq.
2023-24: Rashida Lilani
2024-25: Roxanne Jen
*Deceased