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NORFOLK & PLYMOUTH ESTATE & BUSINESS PLANNING COUNCIL
 

2009-2010 OFFICERS

President
Susan Sartini Perry, Trust Officer
(508) 591-6203 / email: ssperry@plimothinvestmentadvisors.com

Immediate Past President
Laura Derderian, CFP
(617) 243-8052 / email: laderderian@verizon.net

2007/2008 Past President
Brenda C. Schleicher, Trust Officer
(508) 591-6204 / email: bschleic@plimothinvestmentadvisors.com

Nominations Committee
(Immediate Past President)
Laura Derderian, CFP
(617) 243-8052 / email: laderderian@verizon.net

Vice President
Daniel Heitzman, CFO, ChFC, CLU
(781) 871-9923 / email: dheitzman@stonebridgefc.com

Secretary
Brett A. Kaufman, Esq., LLM
(781) 848-5028 / email: bkaufman@sabusinesslaw.com

Treasurer/Executive Secretary
Paula J. Freedman
(617) 696-8900 / email: pjf@gtreilly.com

____________________________________________________________________

2009-2010 EXECUTIVE COMMITTEE

ATTORNEYS
Amy R. Leerink
(617) 383-6000 / email: aleerink@comcast.net

Robert M. Geurden
(781) 453-0030 X 219 / email: rgeurden@brierlaw.com

CERTIFIED FINANCIAL PLANNERS
Diane Rosen
(508) 339-2600 / email: dianerosen4@verizon.net

Jon T. Bicknell
(781) 890-3045 X 279 / email: jbicknell@ifpadvisor.com
 

CHARTERED LIFE UNDERWRITERS
Mitchell R. Marcus
(781) 749-2151 / email: mitchmarcusclu@gmail.com

John S. Gorham
(781) 292-3290 / email: jgorham@bulfinchgroup.com
 

CERTIFIED PUBLIC ACCOUNTANTS
Timothy Barry
(781) 982-1001 / email: tbarry@nwscpas.com

William T. Hurley, Jr.,
(617) 696-8900 / wth@gtreilly.com
 

TRUST OFFICERS
Viki A. Preston
(508) 884-5772 / email: vpreston@bridgewatersavings.com

Gina G. Costello
(617) 247-6142 / email: gina.costello@ubs.com
 

____________________________________________________________________

2009-2010 COMMITTEES AND CHAIRMEN

PROGRAM, EDUCATION AND LEGISLATION COMMITTEE

Steven Dubin, MST (Chairman) (617) 786-1625
email: sdubin@capitalanalystsne.com

David J. Correira, Esq. (617) 723-5040
email: david@estateplanningelderlaw.com

Christopher Petrik, CFP, CLU, Sr. Fin. Advisor  (617) 298-3900
email: christopher.x.petrik@ampf.com

(The Executive Committee will be expected to help in this area as well)
 

PUBLIC RELATIONS COMMITTEE

Carol A. Magyar, CPA, MST (Chairman) (617) 696-8900
email: cam@gtreilly.com
 

MEMBERSHIP AND WEB COMMITTEE

www.npepc.org is maintained by Paula Freedman and 
MBI Data Systems, Inc. (web host)
 

NATIONAL LIAISON OFFICER (2009-2010 President-Elect)

Daniel Heitzman, CFO, ChFC, CLU
(781) 871-9923 / email: dheitzman@stonebridgefc.com

Note: Executive Committee and other Committee members 
are elected for a two-year period.

____________________________________________________________________

PAST PRESIDENTS

LAURA DERDERIAN, CFP 2008/09

BRENDA C. SCHLEICHER, TRUST OFFICER 2007/08

LAURA FEDELE RICCIO, ESQ. 2006/07

GINA G. COSTELLO, TRUST OFFICER 2005/06

WILLIAM T. HURLEY, JR., ESQ., CPA 2004/05

NOREEN CAREY-NEVILLE, CLU, ChFC 2003/04

WENDY BARKER, TRUST OFFICER 2002/03

JOHN E. FEDELE, ESQ. 2001/02

VIKI A. PRESTON, TRUST OFFICER 2000/01

PAULA C. MOGAN, CFP 1999/00

CAROL A. MAGYAR, CPA, MST 1998/99

FREDERICK S. SEIDENBERG, Esq. 1997/98

JUDITH A. LARCHEZ 1996/97

RICHARD P. BURTON, CLU, ChFC 1995/96

JOHN J. BOWE, Esq. 1994/95

JANE CORWIN, Trust Officer 1993/94

JUDITH D. LUDWIG, CPA/PFS, CFP 1992/93

THOMAS E. LINDBERG, CLU 1991/92

DAVID F. KANE, CPA 1990/91

JOSEPH M. SHULMAN, CPA 1989/90

STEVEN H. DUBIN, MST 1988/89

SARA STEWART, Trust Officer 1987/88

JEFFREY M. SCHLOSSBERG, Esq. 1986/87

GERALD J. SULLIVAN, CPA 1985

JOHN J. McCARTHY, CLU, CFP, CFS 1984

ROBERT A. GORFINKLE, Esq. 1983

FRANCIS M. PERCUOCO, CPA 1982

ALLAN L. POOLE, Trust Officer 1981

JOSEPH D'ARRIGO, CLU 1980

ROBERT P. KELLY, Esq. 1979

F. RICHARD O'CONNOR, CPA 1978

DAVID T. SARGENT, Trust Officer 1977



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For more information contact
Paula J. Freedman
617-696-8900 or pjf@gtreilly.com

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