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Officers
NORFOLK & PLYMOUTH ESTATE & BUSINESS PLANNING COUNCIL
 

2011-2012 OFFICERS

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

Immediate Past President
Daniel Heitzman, CFP, ChFC, CLU, MBA, AIF
(781) 871-9923 / email: dheitzman@stonebridgefc.com

2009/2010 Past President
Susan Sartini Perry, Trust Officer
(508) 591-6203 / ssperry@plimothinvestmentadvisors.com

Nominations Committee
Daniel Heitzman, CFP, ChFC, CLU, MBA. AIF
(Immediate Past President)
(781) 871-9923 / email: dheitzman@stonebridgefc.com

Vice President
Susan J. McCarthy, CPA
(978) 302-9913 / email: sjmcpa@verizon.net

Secretary
Jon T. Bicknell, ChFC, CRPC, CFP
(781) 890-3045 X 279 email: jbicknell@ifpadvisor.com

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

____________________________________________________________________

2011-2012 EXECUTIVE COMMITTEE

ATTORNEYS
Laura F. Riccio
(781) 551-5900 / email: LFR@FedeleanMurrray.com

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

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

Laura Derderian
(617) 243-8052 / email: laura.derderian@ml.com
 

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

CHARTERED LIFE UNDERWRITERS
Joseph C. Connolly
(508) 698-3344 / email: jconnolly@summitbrokerage.com

Gary B. Frawley
(781) 292-3225 / email: gfrawley@glic.com
 

TRUST OFFICERS
Susan Sartini Perry
(508) 591-6203 / ssperry@plimothinvestmentadvisors.com
 

Brenda C. Schleicher
(508) 591-6204 / email: bschleic@plimothinvestmentadvisors.com
 

____________________________________________________________________

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

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

Stuart Millard, CFP (877) 870-7400
email: smillard52@gmail.com

Christopher Petrik, CFP, CLU (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 (Chairman) (617) 696-8900
email: cam@gtreilly.com
 

MEMBERSHIP AND WEB COMMITTEE

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

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

NATIONAL LIAISON OFFICER (2011-2012 President-Elect)

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

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

____________________________________________________________________

PAST PRESIDENTS

DANIEL HEITZMAN, CFP, ChFC, CLU, MBA, AIF 2010/11

SUSAN SARTINI PERRY, TRUST OFFICER 2009/10

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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